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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 %
KPWS
401
Kestra Private Wealth Services
Texas
$15.6M +$38.2K +1,135 +0.2%
HIMCH
402
Hartford Investment Management Co (HIMCO)
Connecticut
$15.6M -$307K -9,129 -2%
Walleye Capital
403
Walleye Capital
New York
$15.6M -$7.03M -208,836 -31%
CA
404
Cornerstone Advisors
North Carolina
$15.4M -$2.02M -59,900 -12%
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$15.3M +$495K +14,702 +3%
NA
406
NewEdge Advisors
Louisiana
$15.3M -$1.51M -46,223 -9%
RMDI
407
R.M. Davis Inc
Maine
$15.2M -$1.02M -30,392 -6%
QI
408
QV Investors
Alberta, Canada
$15.2M -$172K -5,110 -1%
EAM
409
Eagle Asset Management
Florida
$15.2M +$12.2M +361,379 +407%
SQA
410
Simon Quick Advisors
New Jersey
$15.1M -$279K -8,281 -2%
FPCG
411
Fort Pitt Capital Group
Pennsylvania
$15M +$583K +17,320 +4%
Capital Research Global Investors
412
Capital Research Global Investors
California
$15M +$15M +446,429 New
GIM
413
Grassi Investment Management
California
$15M +$50.5K +1,500 +0.3%
LMIM
414
Lockheed Martin Investment Management
Maryland
$15M +$15M +473,500 New
RFC
415
Regions Financial Corp
Alabama
$14.9M -$1.27M -37,657 -8%
RF
416
Rollins Financial
Georgia
$14.9M +$1.65M +48,998 +12%
RFA
417
Rollins Financial Advisors
New York
$14.9M +$14.9M +441,919 New
JMFC
418
J.M. Forbes & Co
Massachusetts
$14.7M +$165K +4,914 +1%
SAM
419
Securian Asset Management
Minnesota
$14.7M -$2.02M -60,067 -12%
DPAM
420
Degroof Petercam Asset Management
Belgium
$14.7M +$14.7M +436,000 New
Fidelity International
421
Fidelity International
Bermuda
$14.4M -$14.9M -442,432 -51%
Focus Partners Wealth
422
Focus Partners Wealth
Massachusetts
$14.3M +$14.3M +425,751 New
WI
423
Wafra Inc
New York
$14.3M -$16.8M -500,296 -54%
LP
424
LMR Partners
United Kingdom
$14.2M +$14.2M +423,147 New
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$14.2M -$403K -11,983 -3%
15 16
17
18 19