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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 %
EF
726
Empowered Funds
Pennsylvania
$4.66M +$484K +16,871 +12%
EST
727
EA Series Trust
Pennsylvania
$4.66M +$4.66M +162,563 New
UWM
728
Udine Wealth Management
Florida
$4.65M +$1.17M +40,734 +34%
CWM
729
Congress Wealth Management
Massachusetts
$4.63M +$102K +3,540 +2%
AIMCA
730
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.62M – – –
BFM
731
Boston Financial Management
Massachusetts
$4.62M +$67.2K +2,343 +1%
IPW
732
Inlet Private Wealth
Florida
$4.59M +$83.2K +2,900 +2%
PA
733
Procyon Advisors
Connecticut
$4.59M +$2.1M +73,269 +84%
PFO
734
Pathstone Family Office
New Jersey
$4.57M -$572K -21,384 -11%
VCM
735
Viewpoint Capital Management
Washington
$4.56M +$64.6K +2,250 +1%
SCM
736
SOL Capital Management
Maryland
$4.56M +$9.32K +325 +0.2%
LFAS
737
Level Four Advisory Services
Texas
$4.55M +$2.22M +77,313 +95%
FHB
738
First Hawaiian Bank
Hawaii
$4.54M -$431K -15,023 -9%
KCM
739
Kempner Capital Management
Texas
$4.54M – – –
CCM
740
Check Capital Management
California
$4.53M +$127K +4,429 +3%
LNC
741
Lincoln National Corp
Pennsylvania
$4.53M +$438K +15,277 +11%
SFG
742
SevenBridge Financial Group
Pennsylvania
$4.49M -$43.1K -1,503 -1%
IWP
743
Icon Wealth Partners
Texas
$4.46M -$101K -3,526 -2%
LM
744
Lincluden Management
Ontario, Canada
$4.43M +$254K +8,850 +6%
PCIA
745
Prime Capital Investment Advisors
Kansas
$4.41M +$526K +18,350 +14%
FC
746
Fusion Capital
South Carolina
$4.41M +$112K +3,897 +3%
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$4.38M +$1.08M +37,641 +33%
AC
748
Aldebaran Capital
Indiana
$4.37M -$14.1K -490 -0.3%
AAF
749
Andra AP-fonden
Sweden
$4.36M +$895K +31,200 +26%
BA
750
Baugh & Associates
Georgia
$4.36M +$211K +7,345 +5%
28 29
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