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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
526
B. Riley Wealth Advisors
Florida
$7.99M +$1.04M +36,232 +15%
CAM
527
Cresset Asset Management
Illinois
$7.99M -$298K -10,410 -4%
GC
528
Grimes & Company
Massachusetts
$7.98M +$742K +25,941 +10%
FA
529
Fiduciary Alliance
South Carolina
$7.98M +$255K +8,899 +3%
JPMIA
530
J.P. Marvel Investment Advisors
Massachusetts
$7.97M – – –
Lido Advisors
531
Lido Advisors
California
$7.88M +$567K +19,818 +8%
NCM
532
Novare Capital Management
North Carolina
$7.85M -$58.5K -2,044 -0.7%
BIC
533
Beach Investment Counsel
Pennsylvania
$7.85M +$2.69M +93,974 +52%
FCBT
534
First Citizens Bank & Trust
North Carolina
$7.81M +$391K +13,657 +5%
SAM
535
Shikiar Asset Management
New York
$7.8M +$7.8M +272,869 New
CI
536
Capital International
California
$7.79M -$1.19M -41,767 -13%
IMRF
537
Illinois Municipal Retirement Fund
Illinois
$7.77M – – –
EIA
538
Edgemoor Investment Advisors
Maryland
$7.77M -$215K -7,530 -3%
RSWM
539
Robertson Stephens Wealth Management
California
$7.76M +$6.89K +241 +0.1%
PI
540
PGGM Investments
Netherlands
$7.76M -$87K -3,041 -1%
CIP
541
Chartwell Investment Partners
Pennsylvania
$7.75M +$7.75M +271,129 New
B
542
Bailard
California
$7.64M +$434K +15,180 +6%
ERIM
543
Eagle Ridge Investment Management
Connecticut
$7.63M -$46.5K -1,626 -0.6%
SCM
544
Shelton Capital Management
Colorado
$7.61M +$5.95M +207,977 +359%
PGIM
545
Pacific Global Investment Management
California
$7.59M -$205K -7,165 -3%
CTC
546
Central Trust Company
Missouri
$7.52M -$502K -17,556 -6%
SWP
547
Stratos Wealth Partners
Ohio
$7.48M +$16.8K +587 +0.2%
TCM
548
Tufton Capital Management
Maryland
$7.46M +$537K +18,780 +8%
AAA
549
Adams Asset Advisors
Texas
$7.44M +$7.44M +260,236 New
BS
550
Banco Santander
Spain
$7.37M +$1.23M +43,052 +20%
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