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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 %
OLA
901
Oliver Luxxe Assets
New Jersey
$2.94M -$6.2K -216 -0.2%
CNBT
902
Canandaigua National Bank & Trust
New York
$2.91M +$133K +4,641 +5%
AC
903
AlphaCore Capital
California
$2.91M +$1.52M +52,911 +109%
1SB
904
1ST Source Bank
Indiana
$2.9M -$74.5K -2,598 -3%
AWA
905
Arete Wealth Advisors
Illinois
$2.9M -$113K -3,951 -4%
PA
906
Parallel Advisors
California
$2.9M +$273K +9,518 +10%
DEA
907
DoubleLine ETF Adviser
Florida
$2.89M +$288K +10,043 +11%
ANTB
908
AMG National Trust Bank
Colorado
$2.88M -$2.02M -70,435 -41%
QFA
909
Quattro Financial Advisors
Texas
$2.87M +$2.87M +100,000 New
ACM
910
Advent Capital Management
New York
$2.87M +$2.87M +100,000 New
CW
911
Connectus Wealth
Ohio
$2.86M -$1.12M -39,000 -28%
AWM
912
Apollon Wealth Management
South Carolina
$2.86M +$71.6K +2,497 +3%
SLI
913
Sumitomo Life Insurance
Japan
$2.86M -$231K -8,063 -7%
WEG
914
World Equity Group
Illinois
$2.85M +$2.69M +93,883 +1,770%
SF
915
Slagle Financial
Illinois
$2.84M +$2.84M +98,975 New
ADL
916
Asset Dedication LLC
California
$2.83M +$107K +3,739 +4%
BIM
917
Bridgecreek Investment Management
Oklahoma
$2.81M +$1.25M +43,500 +80%
Bank Julius Baer & Co
918
Bank Julius Baer & Co
Switzerland
$2.81M -$1.23M -42,862 -30%
PAM
919
Pegasus Asset Management
New York
$2.81M -$28.9K -1,007 -1%
CIAS
920
Capital Investment Advisory Services
North Carolina
$2.8M +$38.3K +1,334 +1%
AIM
921
AMI Investment Management
Indiana
$2.79M -$57.6K -2,009 -2%
PB
922
Pinnacle Bancorp
Nebraska
$2.78M +$42.3K +1,475 +2%
MIC
923
Meridian Investment Counsel
California
$2.78M – – –
SJIM
924
St. Johns Investment Management
Florida
$2.77M +$43.2K +1,506 +2%
PT
925
Plimoth Trust
Massachusetts
$2.75M +$274K +9,550 +11%
35 36
37
38 39