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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 %
TBA
1001
Tower Bridge Advisors
Pennsylvania
$2.4M +$215K +7,498 +10%
LCC
1002
Lincoln Capital Corp
Rhode Island
$2.39M -$358K -12,491 -13%
CBB
1003
Citizens Business Bank
California
$2.38M -$48.2K -1,679 -2%
TAM
1004
Trust Asset Management
Texas
$2.38M – – –
SYBT
1005
Stock Yards Bank & Trust
Kentucky
$2.37M +$202K +7,031 +9%
TSWM
1006
Triangle Securities Wealth Management
North Carolina
$2.37M +$6.77K +236 +0.3%
AIA
1007
Affinity Investment Advisors
California
$2.36M -$234K -8,152 -9%
CCM
1008
Coldstream Capital Management
Washington
$2.36M -$120K -4,198 -5%
WWM
1009
Western Wealth Management
Colorado
$2.34M -$120K -4,186 -5%
WCAMG
1010
Woodard & Company Asset Management Group
North Carolina
$2.33M +$486K +16,954 +26%
BCM
1011
Brookmont Capital Management
Texas
$2.33M +$2.58K +90 +0.1%
DA
1012
Duality Advisers
Florida
$2.32M -$677K -23,585 -23%
EFMC
1013
Empire Financial Management Company
New York
$2.31M – – –
SGA
1014
Strategic Global Advisors
California
$2.31M -$3.29M -114,830 -59%
AIM
1015
ARGA Investment Management
Connecticut
$2.31M -$881K -30,699 -28%
DIP
1016
Davis Investment Partners
North Carolina
$2.31M -$31.2K -986 -1%
HCP
1017
Hiddenite Capital Partners
New York
$2.3M – – –
LAM
1018
Lakewood Asset Management
Illinois
$2.29M -$8.03K -280 -0.3%
APP
1019
Avantax Planning Partners
Iowa
$2.29M +$71.2K +2,483 +3%
SWM
1020
Spire Wealth Management
Virginia
$2.29M -$235K -8,175 -9%
CS
1021
Comerica Securities
Michigan
$2.29M -$124K -4,328 -5%
IFWM
1022
Institute for Wealth Management
Colorado
$2.29M +$96.3K +3,357 +4%
APF
1023
Alaska Permanent Fund
Alaska
$2.29M +$2.29M +79,700 New
BCM
1024
Brookstone Capital Management
Illinois
$2.28M -$587K -20,567 -20%
FAM
1025
Formidable Asset Management
Ohio
$2.28M -$38.9K -1,357 -2%
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