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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 %
PPW
1026
Parcion Private Wealth
Washington
$2.27M – – –
PCA
1027
Peddock Capital Advisors
Massachusetts
$2.26M +$34.8K +1,212 +2%
BJL
1028
Brighton Jones LLC
Washington
$2.25M +$186K +6,488 +9%
HT
1029
Heritage Trust
Oklahoma
$2.25M +$10.8K +376 +0.5%
CWM
1030
Cordatus Wealth Management
Pennsylvania
$2.24M +$2.24M +77,946 New
Eagle Capital Management (New York)
1031
Eagle Capital Management (New York)
New York
$2.23M +$303K +10,550 +16%
SFG
1032
Snider Financial Group
Washington
$2.23M +$85K +2,963 +4%
LBC
1033
Lawrence B. Cohen
$2.22M -$246K -8,573 -10%
SCM
1034
Saber Capital Management
North Carolina
$2.21M -$9.21K -321 -0.4%
M1FG
1035
Mach-1 Financial Group
Arkansas
$2.19M +$2.03M +70,910 +1,269%
ICP
1036
Ironvine Capital Partners
Nebraska
$2.19M -$2.19M -76,472 -50%
GBT
1037
Grove Bank & Trust
Florida
$2.18M -$8.84K -308 -0.4%
DPIM
1038
Duff & Phelps Investment Management
Illinois
$2.18M – – –
EAMA
1039
EFG Asset Management (Americas)
Florida
$2.17M -$862K -30,056 -28%
ECI
1040
EFG Capital International
Florida
$2.17M +$2.17M +75,482 New
MIH
1041
Meitav Investment House
Israel
$2.16M +$184K +6,475 +9%
CAL
1042
Capital Analysts LLC
Pennsylvania
$2.16M +$41.5K +1,448 +2%
PIC
1043
PCJ Investment Counsel
Ontario, Canada
$2.15M +$1.62M +56,300 +301%
ADIM
1044
Alpha DNA Investment Management
Maryland
$2.14M +$1.27M +44,245 +145%
YDMI
1045
Y.D. More Investments
Israel
$2.14M +$1.96M +68,220 +1,080%
GSEP
1046
Golden State Equity Partners
California
$2.13M +$392K +13,647 +22%
CRIG
1047
Charter Research & Investment Group
Connecticut
$2.13M +$10.9K +380 +0.5%
BS
1048
Bessemer Securities
New York
$2.13M -$1.5M -52,400 -41%
BP
1049
Ballentine Partners
Massachusetts
$2.13M -$21.3K -743 -1%
SIM
1050
Studio Investment Management
Illinois
$2.13M +$154K +5,375 +8%
40 41
42
43 44