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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 %
ABC
451
Associated Banc-Corp
Wisconsin
$12.7M +$101K +3,005 +0.8%
SM
452
Salzhauer Michael
$12.6M -$2.74M -81,397 -18%
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$12.6M -$6.03M -179,232 -32%
DC
454
Davenport & Co
Virginia
$12.5M -$173K -5,123 -1%
AWCI
455
Alpine Woods Capital Investors
New York
$12.5M -$158K -4,694 -1%
XWM
456
Xcel Wealth Management
Florida
$12.5M +$1.02M +30,275 +9%
ECM
457
Evergreen Capital Management
Washington
$12.5M +$63.8K +1,895 +0.5%
IG
458
ING Group
Netherlands
$12.3M -$14M -414,327 -53%
BCV
459
Banque Cantonale Vaudoise
Switzerland
$12.3M -$2.41M -71,595 -16%
HFS
460
Hantz Financial Services
Michigan
$12.2M -$330K -9,796 -3%
CCM
461
Chilton Capital Management
Texas
$12.2M -$45.1K -1,338 -0.4%
NMERB
462
New Mexico Educational Retirement Board
New Mexico
$12.1M – – –
Wolverine Trading
463
Wolverine Trading
Illinois
$12.1M -$7.36M -218,569 -38%
GFA
464
Gifford Fong Associates
California
$12.1M – – –
EIP
465
Easterly Investment Partners
Massachusetts
$12M -$2.7M -80,076 -18%
AAA
466
Adams Asset Advisors
Texas
$12M +$364K +10,799 +3%
CIM
467
Caldwell Investment Management
Ontario, Canada
$11.8M – – –
IAA
468
Independent Advisor Alliance
North Carolina
$11.7M -$300K -8,917 -2%
AWS
469
Atria Wealth Solutions
New York
$11.7M -$471K -13,989 -4%
LS
470
Livforsakringsbolaget Skandia
Sweden
$11.6M +$201K +5,965 +2%
WT
471
Washington Trust
Rhode Island
$11.6M -$673K -19,997 -5%
AAM
472
Auxier Asset Management
Oregon
$11.5M -$67.6K -2,009 -0.6%
BSW
473
Buckingham Strategic Wealth
Missouri
$11.5M -$6.54M -194,100 -36%
PHM
474
Prospect Hill Management
New Jersey
$11.5M -$273K -8,100 -2%
IWC
475
Integrated Wealth Concepts
Massachusetts
$11.5M -$1.84M -54,667 -14%
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