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Bank of America Depository Shares Series E
BAC.PRE

2 hedge funds and large institutions have $1.39M invested in Bank of America Depository Shares Series E in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 0.53% → 0.55% (+0.02%)

2% less capital invested

Capital invested by funds: $1.42M → $1.39M (-$26K)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$16.7K

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1
Atlas Wealth
Ohio
$1.37M +$16.7K +818 +1%
HCM
2
Highlander Capital Management
New Jersey
$15K – – –
JIR
3
James Investment Research
Ohio
– -$1K -59 Closed

BAC.PRE Hedge Fund Activity: Q2 2023 in Review

2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q2 2023, worth a combined $1.39M — down 1.8% from $1.42M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of BAC.PRE and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Atlas Wealth, adding an estimated $16.7K. The largest seller was James Investment Research, exiting entirely with an estimated $1K sold.

  • 2 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q2 2023, down from 3 in Q1 2023.
  • Funds reported $1.39M of Bank of America Depository Shares Series E stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 0 funds opened new Bank of America Depository Shares Series E positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest Bank of America Depository Shares Series E buyer in Q2 2023 was Atlas Wealth, an estimated $16.7K added.
  • The largest Bank of America Depository Shares Series E seller in Q2 2023 was James Investment Research, an estimated $1K sold.

Based on aggregated 13F filings for Q2 2023.