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Bank of America

2,492 hedge funds and large institutions have $293B invested in Bank of America in 2021 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,015 increasing their positions, 1,002 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 100

4% more funds holding in top 10

Funds holding in top 10: 160166 (+6)

1% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 1,002

0% more capital invested

Capital invested by funds: $292B → $293B (+$514M)

0% more funds holding

Funds holding: 2,4882,492 (+4)

1.23% less ownership

Funds ownership: 70.74%69.51% (-1.2%)

33% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $7.96B

Holders
2,492
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
43.63%
Holding in Top 10
166
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.75%
% of All Funds
2.91%
New
141
Increased
1,015
Reduced
1,002
Closed
100
Calls
$5.35B
Puts
$7.96B
Net Calls
-$2.61B
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$44.5B
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$42.9B
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.1B -$319M -7,915,522 -1%
BlackRock
4
BlackRock
New York
$21.3B -$587M -14,582,251 -3%
State Street
5
State Street
Massachusetts
$13.9B -$254M -6,312,542 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.14B -$666M -16,536,219 -7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$6.28B -$637M -15,807,834 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.93B -$1.47B -36,548,957 -21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.99B +$50.3M +1,249,146 +1%
Capital World Investors
10
Capital World Investors
California
$4.96B +$25.6M +634,955 +0.5%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.55B -$38.2M -949,246 -0.9%
Norges Bank
12
Norges Bank
Norway
$3.9B +$91.1M +2,262,705 +3%
Northern Trust
13
Northern Trust
Illinois
$3.32B -$27.1M -673,413 -0.9%
Dodge & Cox
14
Dodge & Cox
California
$3.03B -$99.1M -2,459,272 -3%
Ameriprise
15
Ameriprise
Minnesota
$2.77B +$4.58M +113,684 +0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.63B -$204M -5,053,040 -8%
Invesco
17
Invesco
Georgia
$2.58B -$62.7M -1,557,584 -2%
Harris Associates
18
Harris Associates
Illinois
$2.52B -$215M -5,333,019 -8%
Morgan Stanley
19
Morgan Stanley
New York
$2.46B -$18.6M -461,295 -0.8%
Legal & General Group
20
Legal & General Group
United Kingdom
$2.15B +$90M +2,233,806 +5%
N
21
Nuveen
North Carolina
$2.02B -$191M -4,739,067 -9%
Primecap Management
22
Primecap Management
California
$1.58B -$128M -3,167,210 -8%
Charles Schwab
23
Charles Schwab
California
$1.54B -$16.3M -404,252 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.52B -$126M -3,125,570 -8%
Barclays
25
Barclays
United Kingdom
$1.44B +$435M +10,799,605 +47%

BAC Hedge Fund Activity: Q3 2021 in Review

2,492 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2021, worth a combined $293B — up 0.18% from $292B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new BAC positions and 100 closed out — a net gain of 41 holders — while 1,015 added to existing stakes and 1,002 trimmed.

The largest buyer was Barclays, adding an estimated $435M. The largest seller was Wellington Management Group, cutting an estimated $1.47B.

  • 2,492 institutional investors held Bank of America (BAC) as of Q3 2021, up from 2,488 in Q2 2021.
  • Funds reported $293B of Bank of America stock for Q3 2021, up 0.18% quarter-over-quarter.
  • 141 funds opened new Bank of America positions in Q3 2021 and 100 closed out, a net change of +41 holders.
  • The largest Bank of America buyer in Q3 2021 was Barclays, an estimated $435M added.
  • The largest Bank of America seller in Q3 2021 was Wellington Management Group, an estimated $1.47B sold.

Based on aggregated 13F filings for Q3 2021.