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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 %
BHWM
2726
Beaird Harris Wealth Management
Texas
$21K -$74.5K -1,787 -78%
FPFS
2727
First Personal Financial Services
North Carolina
$21K -$41.8K -1,000 -67%
KSWA
2728
Kathleen S. Wright Associates
Pennsylvania
$19K +$19K +459 New
HF
2729
Halpern Financial
Virginia
$18.8K – – –
BA
2730
Bellwether Advisors
Nebraska
$18K – – –
SSC
2731
Syverson Strege & Co
Iowa
$18K +$10.3K +250 +134%
GKIM
2732
GW&K Investment Management
Massachusetts
$18K +$18K +445 New
BA
2733
Bivin & Associates
Oklahoma
$17K -$8.78K -217 -34%
PFA
2734
Professional Financial Advisors
Nebraska
$16K – – –
EA
2735
Evolution Advisers
Virginia
$16K +$11.3K +280 +241%
MFT
2736
Moisand Fitzgerald Tamayo
Florida
$15K -$19.2K -460 -56%
SL
2737
Savior LLC
Massachusetts
$15K -$15K -350 -50%
PPWM
2738
PFG Private Wealth Management
Florida
$15K – – –
NOI
2739
Newton One Investments
Delaware
$15K – – –
SAM
2740
Strategic Asset Management
Minnesota
$15K +$964 +23 +7%
ACK
2741
Andrew C. Karlinski
$14K -$743 -18 -5%
GC
2742
Gould Capital
Washington
$14K – – –
MS
2743
Mizuho Securities
Japan
$14K +$40 +1 +0.3%
DI
2744
Disciplined Investments
Oklahoma
$14K +$14K +343 New
IWP
2745
IAG Wealth Partners
Wisconsin
$13K +$12.2K +302 +1,510%
ICM
2746
Islay Capital Management
Texas
$12K – – –
FFA
2747
Fairfield Financial Advisors
Massachusetts
$9.33K +$9.33K +226 New
AA
2748
AlphaMark Advisors
Kentucky
$9K – – –
CAGAS
2749
Capital Advisory Group Advisory Services
Minnesota
$9K +$9K +220 New
PWC
2750
PYA Waltman Capital
Tennessee
$8K – – –
108 109
110
111 112