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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 %
FFM
926
Forum Financial Management
Illinois
$2.75M +$119K +4,163 +5%
DI
927
DFPG Investments
Utah
$2.74M +$1.04M +33,068 +61%
GG
928
Gleason Group
Kentucky
$2.73M +$3.96K +138 +0.1%
GIM
929
Goelzer Investment Management
Indiana
$2.72M -$11.2K -391 -0.4%
CT
930
Coastline Trust
Rhode Island
$2.71M -$2.02M -70,310 -43%
CP
931
Cumberland Partners
Ontario, Canada
$2.71M -$123K -4,286 -4%
PMG
932
ProVise Management Group
Florida
$2.71M +$125K +4,371 +5%
HCM
933
Hollencrest Capital Management
California
$2.7M +$19.5K +681 +0.7%
WSCM
934
Wellington Shields Capital Management
New York
$2.7M +$31.8K +1,108 +1%
CC
935
Cipher Capital
New York
$2.69M +$1.9M +66,170 +240%
BONH
936
Bank of New Hampshire
New Hampshire
$2.69M -$12.3K -427 -0.5%
MFS
937
Mirabella Financial Services
United Kingdom
$2.68M +$2.68M +93,532 New
LFCM
938
Long Focus Capital Management
Puerto Rico
$2.67M – – –
GRP
939
Global Retirement Partners
California
$2.67M +$305K +10,645 +13%
CL
940
Choreo LLC
Illinois
$2.66M +$18.4K +642 +0.7%
PGAM
941
Princeton Global Asset Management
New Jersey
$2.65M -$144K -5,021 -5%
CG
942
Cutler Group
California
$2.65M -$1.44M -50,125 -35%
SAM
943
Silvercrest Asset Management
New York
$2.64M +$72.6K +2,532 +3%
BFEC
944
Benjamin F. Edwards & Company
Missouri
$2.64M +$186K +6,470 +8%
PL
945
Plancorp LLC
Missouri
$2.63M -$293K -10,197 -10%
DWT
946
Dorsey & Whitney Trust
South Dakota
$2.63M -$180K -6,276 -6%
HI
947
Horizon Investments
North Carolina
$2.62M +$145K +5,037 +6%
AWA
948
Aaron Wealth Advisors
Illinois
$2.61M +$22.2K +774 +0.9%
TCPG
949
Trivant Custom Portfolio Group
California
$2.61M +$53.4K +1,863 +2%
CNAM
950
Campbell Newman Asset Management
Wisconsin
$2.61M – – –
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