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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 %
CBT
2426
Central Bank & Trust
Kentucky
$22K – – –
IPW
2427
IronBridge Private Wealth
Texas
$20K – – –
MS
2428
Mizuho Securities
Japan
$17K -$13.6K -346 -45%
AA
2429
AlphaMark Advisors
Kentucky
$17K +$77 +2 +0.5%
BA
2430
Bellwether Advisors
Nebraska
$17K +$4.28K +112 +34%
HF
2431
Halpern Financial
Virginia
$16.5K +$16.5K +427 New
HWM
2432
HighMark Wealth Management
Minnesota
$16K -$6.7K -172 -30%
CTB
2433
Country Trust Bank
Illinois
$16K +$3.68K +98 +30%
IFAM
2434
Institutional & Family Asset Management
Colorado
$16K +$4.72K +120 +42%
CAM
2435
ClariVest Asset Management
California
$15K -$3.77K -94 -20%
CAGAS
2436
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
EWM
2437
Elmwood Wealth Management
California
$14K +$14K +360 New
PFA
2438
Professional Financial Advisors
Nebraska
$12K – – –
WLPWM
2439
Walled Lake Planning & Wealth Management
Illinois
$12K – – –
PP
2440
PrairieView Partners
Minnesota
$11K -$10.6K -267 -49%
BBHC
2441
Brown Brothers Harriman & Co
New York
$10.3K +$138 +3,573 +1%
DWMG
2442
DB Wealth Management Group
California
$9K – – –
BSG
2443
Black Swift Group
Colorado
$9K +$9K +229 New
CWM
2444
Cedar Wealth Management
California
$8K – – –
CP
2445
Corbenic Partners
Pennsylvania
$8K +$8K +207 New
SSC
2446
Syverson Strege & Co
Iowa
$7K – – –
SC
2447
Steph & Co
Wisconsin
$7K – – –
FGAM
2448
Financial Gravity Asset Management
Texas
$6.26K +$3.29K +85 +110%
TCWA
2449
Ten Capital Wealth Advisors
Washington
$6K – – –
AW
2450
Avion Wealth
Texas
$6K +$37 +1 +0.6%
96 97
98
99 100