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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 %
MIA
826
MainStreet Investment Advisors
Illinois
$3.5M -$167K -5,823 -5%
AGC
827
Aspen Grove Capital
Colorado
$3.49M +$202K +7,055 +6%
BONST
828
Bank of Nova Scotia Trust
Ontario, Canada
$3.49M -$132K -4,600 -4%
ERSOT
829
Employees Retirement System of Texas
Texas
$3.48M -$2.33M -81,380 -40%
OAM
830
Ostrum Asset Management
France
$3.47M -$50.1K -1,747 -1%
IWM
831
IHT Wealth Management
Illinois
$3.47M +$1.75M +61,099 +102%
MOS
832
MGO One Seven
Ohio
$3.47M +$33.3K +1,162 +1%
JWCA
833
J.W. Cole Advisors
Florida
$3.43M +$46.5K +1,621 +1%
CFD
834
Creative Financial Designs
Indiana
$3.43M +$614K +21,408 +22%
MIM
835
Marco Investment Management
Georgia
$3.39M – – –
PCM
836
Parsons Capital Management
Rhode Island
$3.38M +$159K +5,545 +5%
CFLC
837
California First Leasing Corp
California
$3.37M – – –
GWM
838
Graybill Wealth Management
Illinois
$3.36M +$54.6K +1,903 +2%
PWP
839
Principle Wealth Partners
Connecticut
$3.35M -$67.2K -2,342 -2%
KWM
840
Kingsview Wealth Management
Oregon
$3.35M +$140K +4,886 +4%
FTDI
841
First Trust Direct Indexing
Massachusetts
$3.34M +$118K +4,112 +4%
OIM
842
Opus Investment Management
Massachusetts
$3.33M – – –
CCM
843
Consolidated Capital Management
California
$3.33M +$45.4K +1,584 +1%
CTA
844
Chesley Taft & Associates
Illinois
$3.33M +$5.74K +200 +0.2%
RGI
845
River Global Investors
United Kingdom
$3.33M -$38.4K -1,340 -1%
CCI
846
Credit Capital Investments
New Jersey
$3.33M -$516K -18,000 -13%
AMAL
847
Asset Management Advisors LLC
Oklahoma
$3.32M +$6.17K +215 +0.2%
MWM
848
Madison Wealth Management
Ohio
$3.32M -$3.51M -122,372 -51%
ACM
849
Argyle Capital Management
Pennsylvania
$3.3M -$126K -4,400 -4%
HW
850
Hedeker Wealth
Illinois
$3.29M -$1.05M -36,467 -24%
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