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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 %
EFS
851
Essex Financial Services
Connecticut
$3.27M -$113K -3,954 -3%
BHWM
852
Bar Harbor Wealth Management
New Hampshire
$3.27M -$92K -3,205 -3%
SCM
853
Silvant Capital Management
Georgia
$3.27M -$1.15K -40 -0%
HCM
854
Hudson Capital Management
New Jersey
$3.25M +$358K +12,494 +12%
BO
855
Bank OZK
Arkansas
$3.25M -$464K -16,182 -13%
CWM
856
Chemistry Wealth Management
New York
$3.22M -$20.1K -699 -0.6%
WT
857
Whittier Trust
California
$3.22M -$141K -4,933 -4%
MYAM
858
Meiji Yasuda Asset Management
Japan
$3.21M +$5.28K +184 +0.2%
VMPIC
859
Varma Mutual Pension Insurance Co
Finland
$3.21M – – –
ACM
860
Altrius Capital Management
North Carolina
$3.21M +$93.7K +3,267 +3%
TFS
861
Thoroughbred Financial Services
Tennessee
$3.2M -$96.4K -3,360 -3%
HCA
862
Harbour Capital Advisors
Virginia
$3.19M -$70.7K -2,420 -2%
SAM
863
Sompo Asset Management
Japan
$3.18M +$37.6K +1,310 +1%
EH
864
Equitable Holdings
New York
$3.16M +$16K +558 +0.5%
UFG
865
United Fire Group
Iowa
$3.16M -$861K -30,000 -21%
LI
866
Latash Investments
Alaska
$3.15M – – –
HCA
867
Harbor Capital Advisors
Illinois
$3.15M – – –
CG
868
Caprock Group
Idaho
$3.14M -$496K -17,304 -14%
MCM
869
Mengis Capital Management
Oregon
$3.13M -$32.7K -1,138 -1%
CWM
870
Concentric Wealth Management
California
$3.12M +$118K +4,120 +4%
NCM
871
Neumann Capital Management
California
$3.11M +$34.4K +1,200 +1%
SSI
872
Scott & Selber Inc
Texas
$3.11M +$916K +31,937 +42%
SWS
873
SYSTM Wealth Solutions
Illinois
$3.11M +$50.8K +1,769 +2%
BCFD
874
Boit C.F. David
$3.1M – – –
KFC
875
Klingenstein Fields & Co
New York
$3.08M +$15.9K +554 +0.5%
33 34
35
36 37