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Bank of America
BAC

Overview Fund Activity

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.21B
3
State Street
State Street
Massachusetts
$13B
4
Capital International Investors
Capital International Investors
California
$976M
5
Invesco
Invesco
Georgia
$2B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.06B
2
Franklin Resources
Franklin Resources
California
$1.65B
3
AAMU
Amundi Asset Management US
Massachusetts
$782M
4
Two Sigma Investments
Two Sigma Investments
New York
$4.67M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
2401
Moisand Fitzgerald Tamayo
Florida
$39K +$11.5K +301 +42%
ST
2402
Sageworth Trust
Pennsylvania
$37K – – –
CWA
2403
Core Wealth Advisors
Florida
$36K -$9.53K -248 -21%
MWM
2404
Mascoma Wealth Management
New Hampshire
$36K +$36K +929 New
CFN
2405
Cordasco Financial Network
Florida
$35K – – –
SWP
2406
ShoreHaven Wealth Partners
New Jersey
$35K +$4.05K +105 +13%
LF
2407
Lee Financial
Texas
$35K +$23.1K +600 +195%
LWA
2408
Lowe Wealth Advisors
Maryland
$34K – – –
CA
2409
Crewe Advisors
Utah
$34K – – –
AWM
2410
Activest Wealth Management
Florida
$34K +$34K +863 New
MG
2411
MilWealth Group
Wisconsin
$33.2K +$33.2K +859 New
SFMG
2412
Sage Financial Management Group
Virginia
$33K +$33K +850 New
RDFA
2413
Ritter Daniher Financial Advisory
Ohio
$32K +$19.5K +500 +157%
IF
2414
Ironwood Financial
Arizona
$31K – – –
MAM
2415
McCarthy Asset Management
California
$31K – – –
VLKIM
2416
Van Lanschot Kempen Investment Management
Netherlands
$29K -$25K -645 -46%
CPA
2417
Cowen Prime Advisors
New York
$29K – – –
AIA
2418
Arcadia Investment Advisors
Idaho
$27.1K – – –
HS
2419
Horan Securities
United States
$26K +$1.09K +28 +4%
SSWG
2420
Seven Springs Wealth Group
Tennessee
$25K – – –
RF
2421
Robbins Farley
New Hampshire
$25K +$25K +600 New
TC
2422
Truvestments Capital
Florida
$24K -$7.58K -199 -24%
PCTC
2423
Perkins Coie Trust Company
Washington
$24K – – –
SPWG
2424
Sage Private Wealth Group
Illinois
$24K – – –
FPW
2425
Flagship Private Wealth
Massachusetts
$23.4K – – –
95 96
97
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