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Bank of America Depository Shares Series E
BAC.PRE

3 hedge funds and large institutions have $1.42M invested in Bank of America Depository Shares Series E in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more capital invested

Capital invested by funds: $288K → $1.42M (+$1.13M)

0.41% more ownership

Funds ownership: 0.13% → 0.53% (+0.41%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
WOSD
WFA of San Diego
California
-$273K
2
JIR
James Investment Research
Ohio
-$124
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1
Atlas Wealth
Ohio
$1.4M +$1.36M +65,914 New
HCM
2
Highlander Capital Management
New Jersey
$16K – – –
JIR
3
James Investment Research
Ohio
$1K -$124 -6 -9%
WOSD
4
WFA of San Diego
California
– -$273K -14,930 Closed

BAC.PRE Hedge Fund Activity: Q1 2023 in Review

3 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q1 2023, worth a combined $1.42M — up 391% from $288K a quarter earlier.

Fund positioning in BAC.PRE was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $1.36M. The largest seller was WFA of San Diego, exiting entirely with an estimated $273K sold.

  • 3 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.42M of Bank of America Depository Shares Series E stock for Q1 2023, up 391% quarter-over-quarter.
  • 1 fund opened new Bank of America Depository Shares Series E positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest Bank of America Depository Shares Series E buyer in Q1 2023 was Atlas Wealth, an estimated $1.36M added.
  • The largest Bank of America Depository Shares Series E seller in Q1 2023 was WFA of San Diego, an estimated $273K sold.

Based on aggregated 13F filings for Q1 2023.