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Bank of America
BAC

Overview Fund Activity

2,833 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, 916 increasing their positions, 1,273 reducing their positions, and 132 closing their positions.

Holders
2,833
Holders Change
+236
Holders Change %
+9.09%
% of All Funds
41.54%
Holding in Top 10
109
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+47.3%
% of All Funds
1.6%
New
406
Increased
916
Reduced
1,273
Closed
132
Calls
$5.79B
Puts
$8.34B
Net Calls
-$2.54B
Net Calls Change
-$996M

Top Buyers

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

Top Sellers

1
QP
1
Quilter Plc
United Kingdom
$0
2
Barclays
2
Barclays
United Kingdom
$679M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$83.6M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$405M
5
Franklin Resources
5
Franklin Resources
California
$1.4B
Name Market Value Shares Shares
Change 		Shares
Change %
UFA
2926
US Financial Advisors
Massachusetts
– – -9,238 Closed
RCM
2927
Requisite Capital Management
Texas
– – -8,984 Closed
WB
2928
West Bancorporation
Iowa
– – -8,981 Closed
CPC
2929
Congress Park Capital
New York
– – -8,895 Closed
BA
2930
Bridge Advisory
California
– – -8,473 Closed
FWA
2931
FSM Wealth Advisors
Ohio
– – -8,455 Closed
BAM
2932
Blueshift Asset Management
New Jersey
– – -8,359 Closed
Financial Engines Advisors
2933
Financial Engines Advisors
California
– – -8,085 Closed
DOA
2934
D'Orazio & Associates
Virginia
– – -8,040 Closed
GD
2935
Grandfield & Dodd
New York
– – -8,031 Closed
CCT
2936
Chemung Canal Trust
New York
– – -7,847 Closed
WAS
2937
WESPAC Advisors SoCal
California
– – -7,834 Closed
LNWTC
2938
Laird Norton Wetherby Trust Company
Washington
– – -7,796 Closed
HPCM
2939
Hunter Perkins Capital Management
Illinois
– – -7,786 Closed
KFS
2940
Kaizen Financial Strategies
California
– – -7,673 Closed
HCA
2941
Heck Capital Advisors
Wisconsin
– – -7,494 Closed
FDDB
2942
Fidelity D&D Bancorp
Pennsylvania
– – -7,458 Closed
IFA
2943
Index Fund Advisors
California
– – -7,411 Closed
NFSG
2944
Newbridge Financial Services Group
Florida
– – -6,350 Closed
RCG
2945
Rock Creek Group
District of Columbia
– – -5,565 Closed
IUHSA
2946
Itau Unibanco Holding S.A.
Brazil
– – -4,913 Closed
CA
2947
Crewe Advisors
Utah
– – -4,524 Closed
Legacy Financial Group (Iowa)
2948
Legacy Financial Group (Iowa)
Iowa
– – -3,728 Closed
RTC
2949
Riverview Trust Company
Washington
– – -2,950 Closed
KC
2950
Knuff & Co
California
– – -2,750 Closed
116 117
118
119 120