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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 %
SC
526
SouthState Corp
Florida
$9.43M -$305K -9,064 -3%
CIC
527
Carnegie Investment Counsel
Ohio
$9.4M -$866K -25,728 -8%
ACA
528
Aptus Capital Advisors
Alabama
$9.39M -$28.4K -843 -0.3%
HWM
529
HB Wealth Management
Georgia
$9.38M -$213K -6,335 -2%
EOJOAM
530
E. Ohman J:or Asset Management
Sweden
$9.36M -$1.65M -48,900 -15%
SCM
531
Shorepath Capital Management
Utah
$9.33M +$9.33M +277,199 New
MFIM
532
Mesirow Financial Investment Management
Illinois
$9.32M +$9.32M +752,641 New
HNB
533
Huntington National Bank
Ohio
$9.31M -$3.1M -92,122 -25%
GVAG
534
Great Valley Advisor Group
Delaware
$9.29M -$820K -24,367 -8%
CI
535
Capital International
California
$9.28M -$5.49K -163 -0.1%
USCWA
536
U.S. Capital Wealth Advisors
Texas
$9.27M -$1.79M -53,136 -16%
SCTC
537
Sanibel Captiva Trust Company
Florida
$9.24M +$9.24M +274,297 New
CTC
538
Central Trust Company
Missouri
$9.21M -$366K -10,870 -4%
IMRF
539
Illinois Municipal Retirement Fund
Illinois
$9.15M – – –
JPMIA
540
J.P. Marvel Investment Advisors
Massachusetts
$9.14M -$204K -6,070 -2%
BCM
541
Blume Capital Management
California
$9.13M +$440K +13,080 +5%
WIM
542
Wittenberg Investment Management
Massachusetts
$9.07M -$357K -10,600 -4%
AM
543
AGF Management
Ontario, Canada
$9.05M +$6.65M +197,532 +278%
FCH
544
Freestone Capital Holdings
Washington
$9.03M -$94.1K -2,795 -1%
LI
545
LMCG Investments
Massachusetts
$9.02M -$411K -12,195 -4%
FDP
546
Financiere des Professionnels
Quebec, Canada
$9M +$99.8K +2,963 +1%
B
547
Bailard
California
$9M -$73.9K -2,196 -0.8%
AAS
548
Avantax Advisory Services
Texas
$8.99M -$58.4K -1,734 -0.6%
PCIA
549
Prime Capital Investment Advisors
Kansas
$8.92M +$3.91M +115,982 +78%
JIC
550
Johnson Investment Counsel
Ohio
$8.87M -$1.56M -46,205 -15%
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