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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 %
NF
2626
Norwood Financial
Pennsylvania
$110K +$2.06K +50 +2%
MWM
2627
Mascoma Wealth Management
New Hampshire
$107K +$37.6K +910 +54%
CM
2628
Capula Management
Cayman Islands
$107K +$107K +2,600 New
BAM
2629
Baldrige Asset Management
Pennsylvania
$105K -$36K -870 -26%
TVWM
2630
Tower View Wealth Management
Wisconsin
$103K -$4.12K -100 -4%
DWP
2631
Destiny Wealth Partners
Florida
$99K +$4.17K +101 +4%
EC
2632
Estate Counselors
Wisconsin
$98K – – –
CWM
2633
CarsonAllaria Wealth Management
Illinois
$98K +$82.1K +2,002 +517%
TAM
2634
Tucker Asset Management
Colorado
$96.3K +$1.61K +39 +2%
EIM
2635
Essex Investment Management
Massachusetts
$95K -$2.17M -52,512 -96%
S
2636
Surevest
California
$94K – – –
BAM
2637
Byrne Asset Management
New Jersey
$92K -$8.75K -212 -9%
CC
2638
Corsicana & Co
Texas
$92K – – –
AW
2639
Avion Wealth
Texas
$91K – – –
BDWM
2640
Brewin Dolphin Wealth Management
Ireland
$90K – – –
FCT
2641
First Community Trust
Iowa
$90K – – –
HDIM
2642
Hanson & Doremus Investment Management
Vermont
$89K -$1.28K -31 -1%
LWA
2643
Lenox Wealth Advisors
New York
$88K -$7.5K -190 -8%
BHWM
2644
Bay Harbor Wealth Management
Maryland
$87K – – –
BFG
2645
Baron Financial Group
New Jersey
$85.2K +$10.3K +251 +14%
DAC
2646
Dividend Assets Capital
South Carolina
$84K – – –
SFA
2647
Semmax Financial Advisors
North Carolina
$84K +$329 +8 +0.4%
SPWM
2648
Spartan Planning & Wealth Management
North Carolina
$84K +$84K +2,041 New
LWP
2649
Laurel Wealth Planning
Minnesota
$83K +$82.1K +2,000 +9,524%
UFF
2650
USA Financial Formulas
Michigan
$82K +$4.11K +100 +5%
104 105
106
107 108