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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 %
SFA
776
Sequoia Financial Advisors
Ohio
$3.99M +$1.67M +58,336 +72%
BCI
777
Brinker Capital Investments
Pennsylvania
$3.98M +$282K +15,459 +8%
OPS
778
Orion Portfolio Solutions
Nebraska
$3.98M +$282K +15,459 +8%
LCM
779
Lazari Capital Management
California
$3.97M +$3.97M +138,310 New
FWM
780
Focused Wealth Management
New York
$3.95M +$66.2K +2,307 +2%
DA
781
DCF Advisers
Connecticut
$3.94M -$21.5K -750 -0.5%
PTCG
782
Pring Turner Capital Group
California
$3.9M +$691K +24,077 +22%
IA
783
Icon Advisers
Colorado
$3.9M – – –
FB
784
Fulton Bank
Pennsylvania
$3.9M +$283K +9,868 +8%
MHP
785
Manatuck Hill Partners
Connecticut
$3.89M – – –
GFG
786
Greystone Financial Group
Michigan
$3.89M +$3.62M +126,089 +1,334%
GIA
787
GHP Investment Advisors
Colorado
$3.89M +$179K +5,717 +5%
PP
788
Patten & Patten
Tennessee
$3.86M -$139K -4,855 -3%
KLCM
789
KG&L Capital Management
Louisiana
$3.84M +$846K +29,496 +28%
CC
790
Carlson Capital
Texas
$3.83M +$3.83M +133,400 New
KA
791
Kintegral Advisory
New York
$3.83M – – –
MLIC
792
Mandatum Life Insurance Company
Finland
$3.82M – – –
CAM
793
Carret Asset Management
New York
$3.81M -$6.6K -230 -0.2%
SBIA
794
Sheaff Brock Investment Advisors
Indiana
$3.8M -$55.7K -1,943 -1%
YIH
795
Y-Intercept (HK)
Hong Kong
$3.8M +$3.8M +132,338 New
AW
796
Apricus Wealth
South Carolina
$3.78M +$93.3K +3,175 +3%
DT
797
Diversified Trust
Tennessee
$3.78M -$93.5K -3,259 -2%
DAS
798
Dynamic Advisor Solutions
Arizona
$3.77M -$26.5K -924 -0.7%
WIC
799
Woodmont Investment Counsel
Tennessee
$3.76M -$162K -5,661 -4%
ACI
800
Alpha Cubed Investments
California
$3.75M -$499K -17,387 -12%
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