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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 %
SVWAG
1151
Sound View Wealth Advisors Group
Georgia
$1.66M +$103K +3,577 +7%
JWM
1152
Jeppson Wealth Management
California
$1.66M -$88.5K -3,084 -5%
LWM
1153
LJI Wealth Management
Indiana
$1.66M -$80.2K -2,794 -5%
RA
1154
RFG Advisory
Alabama
$1.66M +$254K +8,868 +18%
DLCIG
1155
D.L. Carlson Investment Group
New Hampshire
$1.66M -$2.06M -71,651 -55%
GITFIT
1156
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.66M +$409K +14,240 +33%
QCG
1157
Quadrant Capital Group
Ohio
$1.64M -$60.6K -2,112 -4%
CWM
1158
Cornerstone Wealth Management
Missouri
$1.64M +$532K +18,528 +48%
CPIG
1159
Chicago Partners Investment Group
Illinois
$1.62M -$463K -14,836 -22%
NW
1160
Naviter Wealth
Arkansas
$1.62M +$304K +10,606 +23%
WTB
1161
Washington Trust Bank
Washington
$1.62M -$7.55M -262,990 -82%
PCM
1162
Poehling Capital Management
Wisconsin
$1.62M -$37.8K -1,317 -2%
APG
1163
Abacus Planning Group
South Carolina
$1.62M -$20K -697 -1%
KIG
1164
Kennedy Investment Group
New Jersey
$1.61M -$25.4K -887 -2%
HFM
1165
Hartford Financial Management
Connecticut
$1.61M +$141K +4,912 +10%
SSW
1166
Smith Shellnut Wilson
Mississippi
$1.61M – – –
GHA
1167
Granite Harbor Advisors
Texas
$1.61M +$296K +10,302 +22%
CA
1168
Claro Advisors
Massachusetts
$1.61M -$4.68K -163 -0.3%
NDSI
1169
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$6.8K +237 +0.4%
LOAMS
1170
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.6M +$73.7K +2,570 +5%
CA
1171
Carson Advisory
Georgia
$1.6M -$19.2K -668 -1%
FBFS
1172
First Business Financial Services
Wisconsin
$1.6M +$10.2K +357 +0.6%
CAAS
1173
Capital Asset Advisory Services
Michigan
$1.6M +$69.4K +2,383 +5%
LSPW
1174
Lake Street Private Wealth
Illinois
$1.59M -$7.66K -267 -0.5%
TWP
1175
Tempus Wealth Planning
California
$1.59M -$459 -16 -0%
45 46
47
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