BAC icon

Bank of America
BAC

Overview Fund Activity

2,834 hedge funds and large institutions have $191B invested in Bank of America in 2023 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 917 increasing their positions, 1,273 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,834
Holders Change
+236
Holders Change %
+9.08%
% of All Funds
41.55%
Holding in Top 10
110
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+48.65%
% of All Funds
1.61%
New
406
Increased
917
Reduced
1,273
Closed
132
Calls
$5.79B
Puts
$8.34B
Net Calls
-$2.54B
Net Calls Change
-$996M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.47B
2
Norges Bank
Norges Bank
Norway
$3.73B
3
DZ Bank
DZ Bank
Germany
$1.26B
4
AIM
Alphinity Investment Management
Australia
$474M
5
State Street
State Street
Massachusetts
$9.79B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$0
2
Barclays
Barclays
United Kingdom
$679M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$83.6M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$405M
5
Franklin Resources
Franklin Resources
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2876
Avitas Wealth Management
California
– -$1.27M -46,315 Closed
STC
2877
Sarah T. Connolly
– -$1.27M -46,210 Closed
WWM
2878
WT Wealth Management
Arizona
– -$1.19M -43,369 Closed
IAS
2879
IMA Advisory Services
Colorado
– -$1.14M -41,680 Closed
BS
2880
Bessemer Securities
New York
– -$1.07M -38,895 Closed
HCM
2881
Howard Capital Management
Georgia
– -$1.06M -38,823 Closed
YIH
2882
Y-Intercept (HK)
Hong Kong
– -$1.03M -37,540 Closed
LAS
2883
Lloyd Advisory Services
Georgia
– -$923K -33,697 Closed
MP
2884
MSD Partners
New York
– -$846K -30,916 Closed
QOP
2885
Quinn Opportunity Partners
Virginia
– -$821K -30,000 Closed
EW
2886
Evoke Wealth
California
– -$781K -28,525 Closed
IFU
2887
iSAM Funds (UK)
United Kingdom
– -$763K -27,858 Closed
BC
2888
Bridgefront Capital
Texas
– -$741K -27,055 Closed
CA
2889
Continental Advisors
Utah
– -$669K -24,438 Closed
BBA
2890
Baader Bank Aktiengesellschaft
Germany
– -$664K -24,398 Closed
SCM
2891
Stevens Capital Management
Pennsylvania
– -$631K -23,056 Closed
WWP
2892
Waypoint Wealth Partners
California
– -$608K -22,215 Closed
CM
2893
Capula Management
Cayman Islands
– -$608K -22,191 Closed
WCA
2894
Westover Capital Advisors
Delaware
– -$606K -22,123 Closed
GCP
2895
Garda Capital Partners
Minnesota
– -$598K -21,854 Closed
VWMG
2896
Virginia Wealth Management Group
Virginia
– -$559K -20,422 Closed
CIA
2897
Caerus Investment Advisors
Texas
– -$550K -20,100 Closed
WAM
2898
Wakefield Asset Management
Colorado
– -$536K -19,586 Closed
CVM
2899
Cheviot Value Management
California
– -$473K -17,274 Closed
WFI
2900
West Family Investments
California
– -$464K -16,959 Closed
114 115
116
117 118