Bank of America
BAC
2,476 hedge funds and large institutions have $237B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,043 increasing their positions, 910 reducing their positions, and 135 closing their positions.
90% more first-time investments, than exits
New positions opened: 256 | Existing positions closed: 135
33% more funds holding in top 10
Funds holding in top 10: 132 → 176 (+44)
28% more capital invested
Capital invested by funds: $185B → $237B (+$52.5B)
15% more repeat investments, than reductions
Existing positions increased: 1,043 | Existing positions reduced: 910
4% more funds holding
Funds holding: 2,378 → 2,476 (+98)
0.59% more ownership
Funds ownership: 70.41% → 71% (+0.59%)
23% less call options, than puts
Call options by funds: $4.53B | Put options by funds: $5.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.14B |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$1.08B |
| 3 |
State Street
Boston,
Massachusetts
|
+$550M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$380M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$299M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.03B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$424M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$332M |
| 4 |
Two Sigma Investments
New York
|
-$238M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$206M |
BAC Hedge Fund Activity: Q1 2021 in Review
2,476 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2021, worth a combined $237B — up 28% from $185B a quarter earlier.
Buyers outnumbered sellers: 256 funds opened new BAC positions and 135 closed out — a net gain of 121 holders — while 1,043 added to existing stakes and 910 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.14B. The largest seller was Dodge & Cox, cutting an estimated $1.03B.
- 2,476 institutional investors held Bank of America (BAC) as of Q1 2021, up from 2,378 in Q4 2020.
- Funds reported $237B of Bank of America stock for Q1 2021, up 28% quarter-over-quarter.
- 256 funds opened new Bank of America positions in Q1 2021 and 135 closed out, a net change of +121 holders.
- The largest Bank of America buyer in Q1 2021 was Fidelity Investments, an estimated $1.14B added.
- The largest Bank of America seller in Q1 2021 was Dodge & Cox, an estimated $1.03B sold.
Based on aggregated 13F filings for Q1 2021.