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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 %
TCOV
751
Trust Company of Vermont
Vermont
$4.32M -$53.7K -1,871 -1%
SW
752
SVB Wealth
Massachusetts
$4.31M -$727K -25,332 -14%
RA
753
Raffles Associates
New York
$4.3M +$4.3M +150,000 New
LA
754
Lynch & Associates
Indiana
$4.3M +$228K +7,934 +6%
RBA
755
Richard Bernstein Advisors
New York
$4.26M – – –
IHL
756
Investment House LLC
California
$4.26M +$1.72M +59,893 +68%
WJWM
757
Williams Jones Wealth Management
New York
$4.25M -$595K -20,744 -12%
CC
758
Courier Capital
New York
$4.25M +$545K +18,983 +15%
SCA
759
Snowden Capital Advisors
New York
$4.23M -$341K -11,870 -7%
SC
760
Skylands Capital
Wisconsin
$4.23M +$252K +8,800 +6%
SFM
761
Signet Financial Management
New Jersey
$4.23M +$182K +6,357 +5%
FAM
762
Fred Alger Management
New York
$4.21M – – –
HW
763
Hancock Whitney
Mississippi
$4.21M -$73.5K -2,562 -2%
BTWM
764
Baker Tilly Wealth Management
Wisconsin
$4.2M +$794K +27,678 +23%
AI
765
Ariel Investments
Illinois
$4.17M +$686K +23,917 +20%
MPIM
766
McGinn Penninger Investment Management
Virginia
$4.17M +$49.4K +1,720 +1%
CT
767
Chicago Trust
Illinois
$4.12M -$212K -7,401 -5%
BC
768
Belmont Capital
California
$4.11M +$143 +5 +0%
RC
769
Roundview Capital
New Jersey
$4.07M -$150K -5,239 -4%
HIC
770
Harbor Island Capital
Massachusetts
$4.05M -$287K -10,010 -7%
WorldQuant Millennium Advisors
771
WorldQuant Millennium Advisors
New York
$4.03M -$11.5M -401,949 -74%
MNBTD
772
Moody National Bank Trust Division
Texas
$4.02M +$11.5K +401 +0.3%
SPC
773
Sigma Planning Corp
Michigan
$4.01M -$1.85M -64,431 -32%
AF
774
Arrow Financial
New York
$4.01M +$156K +5,421 +4%
TMAM
775
Tokio Marine Asset Management
Japan
$4M +$61.1K +2,131 +2%
29 30
31
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