BAC icon

Bank of America
BAC

Overview Fund Activity

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
BlackRock
BlackRock
New York
+$300M
4
Morgan Stanley
Morgan Stanley
New York
+$259M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$837M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
4
Ameriprise
Ameriprise
Minnesota
-$348M
5
Boston Partners
Boston Partners
Massachusetts
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
426
Easterly Investment Partners
Massachusetts
$12.3M +$305K +10,629 +3%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$12.2M +$86.9K +3,030 +0.7%
7CM
428
7G Capital Management
New York
$12.2M – – –
NA
429
NewEdge Advisors
Louisiana
$12.2M -$987K -34,412 -7%
GA
430
GFS Advisors
Texas
$12.1M – – –
EGM
431
Engineers Gate Manager
New York
$12.1M +$7.01M +244,489 +139%
AIM
432
Achmea Investment Management
Netherlands
$12M +$2.32M +80,798 +24%
SCA
433
Stieven Capital Advisors
Missouri
$12M – – –
MA
434
Montag & Associates
Georgia
$11.9M -$802K -27,943 -6%
WT
435
Washington Trust
Rhode Island
$11.9M -$12.4M -432,988 -51%
WAM
436
Wallington Asset Management
Indiana
$11.9M +$275K +9,584 +2%
ZCM
437
Ziegler Capital Management
Illinois
$11.9M -$9.75M -339,889 -45%
MIA
438
MMBG Investment Advisors
Florida
$11.9M -$737K -26,260 -6%
JEST
439
JTC Employer Solutions Trustee
Jersey
$11.8M – – –
LOPW
440
Live Oak Private Wealth
North Carolina
$11.8M +$207K +7,230 +2%
GIA
441
Guyasuta Investment Advisors
Pennsylvania
$11.8M -$524K -18,270 -4%
EWA
442
EP Wealth Advisors
California
$11.8M -$8.87M -121,017 -43%
WAS
443
Wesleyan Assurance Society
United Kingdom
$11.7M – – –
FPCG
444
Fort Pitt Capital Group
Pennsylvania
$11.6M +$755K +26,333 +7%
CLG
445
Cooperman Leon G
$11.5M – – –
VPIM
446
Vanguard Personalized Indexing Management
California
$11.3M +$1M +34,911 +10%
BCV
447
Banque Cantonale Vaudoise
Switzerland
$11.2M -$236K -8,226 -2%
HCP
448
Holt Capital Partners
Texas
$11.1M -$34.4K -1,200 -0.3%
AWS
449
Atria Wealth Solutions
New York
$11.1M -$754K -26,278 -6%
KA
450
KLCM Advisors
Wisconsin
$11M +$1.06M +36,878 +11%
16 17
18
19 20