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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 %
TC
501
TownSquare Capital
Utah
$9.27M +$4.53M +157,969 +96%
RT
502
Rockland Trust
Massachusetts
$9.23M +$3.49M +121,480 +61%
TIM
503
Thompson Investment Management
Wisconsin
$9.19M +$303K +10,561 +3%
QOP
504
Quinn Opportunity Partners
Virginia
$9.18M +$4.85M +169,000 +112%
HRC
505
Hoertkorn Richard Charles
$9.16M -$28.7K -1,000 -0.3%
ACL
506
Azora Capital LP
Florida
$9.11M +$9.11M +317,364 New
SCM
507
Stanley Capital Management
Texas
$9.07M – – –
BCM
508
Bourgeon Capital Management
Connecticut
$9.03M -$86K -2,998 -0.9%
AAA
509
Adams Asset Advisors
Texas
$9M +$1.54M +53,584 +21%
GAM
510
Griffin Asset Management
New York
$8.97M +$172K +5,987 +2%
JCM
511
Janney Capital Management
Pennsylvania
$8.97M +$8.97M +312,525 New
AI
512
Atria Investments
North Carolina
$8.95M -$1.98M -68,890 -18%
VI
513
Vestcor Inc
New Brunswick, Canada
$8.93M -$604K -21,064 -6%
EAM
514
Erste Asset Management
Austria
$8.92M +$1.95M +70,158 +28%
DR
515
Davis Rea
Ontario, Canada
$8.91M +$1.54M +53,829 +21%
AP
516
Appleton Partners
Massachusetts
$8.91M -$930K -32,409 -9%
RGC
517
Redwood Grove Capital
California
$8.77M – – –
HWM
518
HB Wealth Management
Georgia
$8.76M +$2.08M +72,579 +31%
LIA
519
LS Investment Advisors
Michigan
$8.68M +$93K +3,242 +1%
MLICM
520
Metropolitan Life Insurance Company (MetLife)
New York
$8.67M -$288K -10,035 -3%
GVAG
521
Great Valley Advisor Group
Delaware
$8.66M +$453K +15,794 +6%
CWM
522
Calamos Wealth Management
Illinois
$8.64M +$1.96M +68,348 +29%
CIC
523
Carnegie Investment Counsel
Ohio
$8.59M +$1.21M +42,224 +16%
AAP
524
Aristotle Atlantic Partners
Florida
$8.59M +$3M +104,644 +54%
SFS
525
Sowell Financial Services
Arkansas
$8.59M +$1.35M +47,099 +19%
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