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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
901
Arete Wealth Advisors
Illinois
$3.01M +$418K +14,628 +16%
JAM
902
Jacobs Asset Management
New York
$3M +$3M +105,000 New
CWM
903
Concentric Wealth Management
California
$2.99M +$75.5K +2,640 +3%
DA
904
Duality Advisers
Florida
$2.98M +$2.98M +104,305 New
KLCM
905
KG&L Capital Management
Louisiana
$2.98M +$233K +8,138 +8%
AFM
906
Abbot Financial Management
Massachusetts
$2.98M -$60.5K -2,115 -2%
1SB
907
1ST Source Bank
Indiana
$2.97M +$84.9K +2,968 +3%
GCM
908
Gables Capital Management
Florida
$2.97M – – –
OLA
909
Oliver Luxxe Assets
New Jersey
$2.94M +$110K +3,833 +4%
PL
910
Plancorp LLC
Missouri
$2.91M +$266K +9,293 +10%
BCM
911
Bridgeway Capital Management
Texas
$2.91M +$138K +4,821 +5%
HCM
912
Hudson Capital Management
New Jersey
$2.88M +$172K +6,029 +6%
SA
913
Shilanski & Associates
Alaska
$2.86M +$75K +2,713 +3%
CCFP
914
Charles Carroll Financial Partners
Massachusetts
$2.86M -$412K -14,405 -13%
AIM
915
AMI Investment Management
Indiana
$2.84M -$80.1K -2,799 -3%
CP
916
Cumberland Partners
Ontario, Canada
$2.83M -$1.42M -49,615 -33%
PAM
917
Pegasus Asset Management
New York
$2.83M +$104K +3,628 +4%
PAMG
918
Patton Albertson Miller Group
Tennessee
$2.82M +$200K +6,999 +8%
FAP
919
Financial Advisory Partners
Florida
$2.81M -$22.9K -799 -0.8%
CFD
920
Creative Financial Designs
Indiana
$2.81M +$588K +20,550 +26%
TPWA
921
TRUE Private Wealth Advisors
Oregon
$2.8M +$512K +17,909 +22%
DWT
922
Dorsey & Whitney Trust
South Dakota
$2.8M +$569K +19,890 +26%
SWM
923
Sendero Wealth Management
Texas
$2.8M +$1.81M +63,301 +183%
PP
924
Pacifica Partners
Canada
$2.8M -$59.5K -2,145 -2%
CFG
925
Citizens Financial Group
Rhode Island
$2.8M -$210K -7,351 -7%
35 36
37
38 39