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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 %
WTC
976
WhitTier Trust Company
Nevada
$2.47M +$98.6K +3,437 +4%
BDS
977
Banco de Sabadell
Florida
$2.47M -$85.6K -2,985 -3%
GIM
978
Guardian Investment Management
California
$2.47M -$1.98M -69,050 -45%
EAM
979
Eagle Asset Management
Florida
$2.47M +$272K +9,477 +12%
GF
980
Gries Financial
Ohio
$2.46M +$2.46M +85,894 New
MA
981
Mutual Advisors
Nebraska
$2.46M +$507K +17,669 +26%
FCI
982
Financial Counselors Inc
Kansas
$2.45M -$58.7K -2,046 -2%
BB
983
Berkshire Bank
Massachusetts
$2.44M -$12.6K -438 -0.5%
CI
984
Cigna Investments
Connecticut
$2.44M -$21.4K -747 -0.9%
BMC
985
Beaton Management Company
Massachusetts
$2.44M -$15.8K -550 -0.6%
EF
986
Exeter Financial
Arizona
$2.44M +$181K +6,250 +8%
LCS
987
Levin Capital Strategies
New York
$2.43M -$1.65M -57,400 -40%
IC
988
Inscription Capital
Texas
$2.43M -$210K -7,337 -8%
P
989
Pitcairn
Pennsylvania
$2.43M -$239K -8,340 -9%
BFA
990
Beaumont Financial Advisors
Massachusetts
$2.43M +$4.02K +140 +0.2%
AFG
991
AFS Financial Group
Maryland
$2.42M -$5.51K -192 -0.2%
WAAG
992
Wealth Alliance Advisory Group
Kansas
$2.41M -$120K -4,200 -5%
MVA
993
Mount Vernon Associates
Maryland
$2.41M +$5.74K +200 +0.2%
TCA
994
Transcend Capital Advisors
New Jersey
$2.41M -$286K -9,980 -11%
LCM
995
Legato Capital Management
California
$2.41M – – –
LWMM
996
Legacy Wealth Management (Mississippi)
Mississippi
$2.41M – – –
MFG
997
Merit Financial Group
Georgia
$2.41M +$194K +6,749 +9%
IAS
998
Insigneo Advisory Services
Florida
$2.41M +$1.63M +56,827 +210%
BCM
999
Birmingham Capital Management
Alabama
$2.4M -$94.7K -3,300 -4%
MWM
1000
Modera Wealth Management
New Jersey
$2.4M +$777K +27,076 +48%
38 39
40
41 42