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Bank of America
BAC

Overview Fund Activity

2,832 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, 915 increasing their positions, 1,273 reducing their positions, and 132 closing their positions.

Holders
2,832
Holders Change
+236
Holders Change %
+9.09%
% of All Funds
41.53%
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
915
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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.2B 35,710,157 -1,633,247 -4%
PI
27
Putnam Investments
Massachusetts
$1.19B 35,462,712 +631,149 +2%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$1.1B 32,760,044 -321,298 -1%
Lazard Asset Management
29
Lazard Asset Management
New York
$1.05B 31,111,737 -309,628 -1%
UBS AM
30
UBS AM
Illinois
$1.01B 29,974,978 +699,028 +2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$930M 27,409,180 +3,239,761 +13%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$872M 25,892,971 +7,147,724 +38%
Amundi
33
Amundi
France
$859M 25,536,074 -1,536,343 -6%
Wells Fargo
34
Wells Fargo
California
$838M 24,888,720 -1,287,314 -5%
AllianceBernstein
35
AllianceBernstein
Tennessee
$784M 23,299,201 +5,573,552 +31%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$759M 22,538,500 +1,250,096 +6%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$723M 21,492,522 -908,916 -4%
Pzena Investment Management
38
Pzena Investment Management
New York
$691M 20,510,906 +1,080,764 +6%
Barclays
39
Barclays
United Kingdom
$679M 20,164,429 -21,126,265 -51%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$671M 19,935,742 -162,996 -0.8%
UBS Group
41
UBS Group
Switzerland
$634M 18,839,982 +1,288,587 +7%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$626M 18,590,562 -5,839 -0%
Deutsche Bank
43
Deutsche Bank
Germany
$625M 18,550,600 +853,389 +5%
HCM
44
Himalaya Capital Management
Washington
$609M 18,081,133 – –
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
$605M 17,980,614 -455,787 -2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$580M 17,222,883 -233,434 -1%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$550M 16,321,574 +5,662,265 +53%
Bessemer Group
48
Bessemer Group
New Jersey
$544M 16,169,301 +431,906 +3%
Principal Financial Group
49
Principal Financial Group
Iowa
$512M 15,214,872 +570,126 +4%
AIM
50
Alphinity Investment Management
Australia
$474M 14,082,264 +12,880,492 +1,072%
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