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Bank of America
BAC

Overview Fund Activity

2,704 hedge funds and large institutions have $188B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,063 increasing their positions, 1,046 reducing their positions, and 133 closing their positions.

Holders
2,704
Holders Change
+117
Holders Change %
+4.52%
% of All Funds
43.63%
Holding in Top 10
126
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.78%
% of All Funds
2.03%
New
297
Increased
1,063
Reduced
1,046
Closed
133
Calls
$5.19B
Puts
$6.46B
Net Calls
-$1.27B
Net Calls Change
+$405M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$930M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.21B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.7B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.08B
5
Morgan Stanley
5
Morgan Stanley
New York
$3.36B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$3.82M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$523M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$692M
4
DZ Bank
4
DZ Bank
Germany
$218M
5
Deutsche Bank
5
Deutsche Bank
Germany
$832M
Name Market Value Shares Shares
Change 		Shares
Change %
BPFA
2776
Barnes Pettey Financial Advisors
Mississippi
– – -11,240 Closed
MIC
2777
Maxi Investments CY
Cyprus
– – -11,000 Closed
CCM
2778
Crabel Capital Management
California
– – -10,378 Closed
FWM
2779
Fairhaven Wealth Management
Illinois
– – -9,998 Closed
KLI
2780
Kelman-Lazarov Inc
Tennessee
– – -9,692 Closed
TCOO
2781
Trust Company of Oklahoma
Oklahoma
– – -9,390 Closed
AIM
2782
Allen Investment Management
New York
– – -9,203 Closed
OQS
2783
Occudo Quantitative Strategies
Florida
– – -9,020 Closed
CCP
2784
Cassia Capital Partners
North Carolina
– – -8,843 Closed
CCMD
2785
Cypress Capital Management (Delaware)
Delaware
– – -8,840 Closed
SFS
2786
Stiles Financial Services
Minnesota
– – -8,601 Closed
SKK
2787
Shepherd Kaplan Krochuk
Massachusetts
– – -8,400 Closed
RWM
2788
RKL Wealth Management
Pennsylvania
– – -8,286 Closed
PTC
2789
Petrus Trust Company
Texas
– – -7,593 Closed
MPW
2790
MGO Private Wealth
California
– – -7,449 Closed
AIA
2791
Alera Investment Advisors
Illinois
– – -7,213 Closed
RFA
2792
RTD Financial Advisors
Pennsylvania
– – -7,175 Closed
NWM
2793
Northwest Wealth Management
Iowa
– – -7,160 Closed
WWA
2794
WCG Wealth Advisors
Nevada
– – -7,082 Closed
RCM
2795
Requisite Capital Management
Texas
– – -7,039 Closed
CNWM
2796
Clay Northam Wealth Management
California
– – -6,984 Closed
CWA
2797
Clarity Wealth Advisors
California
– – -6,896 Closed
SHWM
2798
Smith & Howard Wealth Management
Georgia
– – -6,895 Closed
F
2799
F3Logic
Minnesota
– – -6,827 Closed
ZF
2800
Zhang Financial
Michigan
– – -6,811 Closed
110 111
112
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