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Bank of America
BAC

Overview Fund Activity

2,775 hedge funds and large institutions have $274B invested in Bank of America in 2022 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,262 increasing their positions, 1,014 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,775
Holders Change
+7
Holders Change %
+0.25%
% of All Funds
43.92%
Holding in Top 10
147
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.7%
% of All Funds
2.33%
New
183
Increased
1,262
Reduced
1,014
Closed
142
Calls
$4.89B
Puts
$6.16B
Net Calls
-$1.27B
Net Calls Change
+$2.57B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.23B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$481M
3
Capital Research Global Investors
Capital Research Global Investors
California
$395M
4
Deutsche Bank
Deutsche Bank
Germany
$1.26B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$337M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.04B
3
Dodge & Cox
Dodge & Cox
California
$1.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.55B
5
Capital International Investors
Capital International Investors
California
$685M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
2601
O'Dell Group
Ohio
$155K +$826 +20 +0.5%
JPLA
2602
Joseph P. Lucia & Associates
New York
$152K +$152K +3,688 New
RIM
2603
Rockbridge Investment Management
New York
$147K -$63.2K -1,546 -30%
TC
2604
Trust Company
Kansas
$146K – – –
ACM
2605
Adalta Capital Management
New York
$145K -$6.19K -150 -4%
CP
2606
Castleview Partners
Texas
$142K -$3.09M -75,096 -96%
M
2607
MOTCO
Texas
$142K +$20.6K +500 +17%
RDFA
2608
Ritter Daniher Financial Advisory
Ohio
$137K – – –
WFA
2609
Wellspring Financial Advisors
Ohio
$134K +$134K +3,241 New
KC
2610
Knuff & Co
California
$130K – – –
CH
2611
Canton Hathaway
Rhode Island
$128K – – –
FCG
2612
Financial Connections Group
California
$128K – – –
C
2613
Covestor
United Kingdom
$127K +$50.1K +1,215 +65%
DWA
2614
Dougherty Wealth Advisers
Minnesota
$126K – – –
CAC
2615
Core Alternative Capital
Georgia
$126K +$77.5K +1,874 +160%
ANBT
2616
American National Bank & Trust
Texas
$124K +$34.1K +831 +38%
AW
2617
Alaethes Wealth
Nevada
$123K – – –
MWC
2618
MBM Wealth Consultants
Missouri
$122K – – –
CAM
2619
Costello Asset Management
Pennsylvania
$120K -$38.2K -923 -24%
HFA
2620
HC Financial Advisors
California
$119K -$10.3K -250 -8%
DBG
2621
De Burlo Group
Massachusetts
$117K +$117K +2,832 New
CI
2622
Carroll Investors
South Carolina
$115K – – –
RCA
2623
Riverview Capital Advisers
Massachusetts
$112K -$7.93M -192,267 -99%
JWM
2624
Janiczek Wealth Management
Colorado
$111K -$10.1K -246 -8%
APW
2625
Acima Private Wealth
Virginia
$111K – – –
103 104
105
106 107