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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 %
SAM
1226
Sabadell Asset Management
Spain
$1.46M +$39K +1,334 +3%
EP
1227
Edgestream Partners
New Jersey
$1.46M +$1.46M +50,886 New
FHA
1228
Flagship Harbor Advisors
Massachusetts
$1.45M -$44.8K -1,560 -3%
CCP
1229
Clarkston Capital Partners
Michigan
$1.45M -$3.16K -110 -0.2%
FWM
1230
Finer Wealth Management
Massachusetts
$1.45M +$109K +3,799 +8%
SP
1231
Symmetry Partners
Connecticut
$1.45M – – –
IAS
1232
Investment Advisory Services
Texas
$1.44M +$84.1K +2,930 +6%
MMPW
1233
Mitchell McLeod Pugh & Williams
Alabama
$1.44M +$57.8K +2,016 +4%
GWCM
1234
Godshalk Welsh Capital Management
Pennsylvania
$1.44M +$2.15K +75 +0.1%
ACM
1235
AlphaStar Capital Management
North Carolina
$1.44M +$46.8K +1,631 +3%
LIM
1236
Longfellow Investment Management
Massachusetts
$1.43M +$239K +8,318 +20%
PCG
1237
Prosperity Consulting Group
Maryland
$1.43M -$40.5K -1,413 -3%
VWA
1238
Visionary Wealth Advisors
Illinois
$1.43M +$110K +3,838 +8%
CS
1239
Cannell & Spears
New York
$1.42M – – –
SIAG
1240
Safeguard Investment Advisory Group
California
$1.41M -$128K -4,479 -8%
SIM
1241
Sentry Investment Management
Wisconsin
$1.41M – – –
FNFDCM
1242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M +$5.68K +198 +0.4%
ST
1243
Smithfield Trust
Pennsylvania
$1.4M -$35.7K -1,245 -2%
MC
1244
Martin & Co
Tennessee
$1.39M -$65.9K -2,296 -5%
EI
1245
Ethic Inc
New York
$1.39M -$174K -6,081 -11%
ECU
1246
Eisler Capital (UK)
United Kingdom
$1.38M -$50.7M -1,768,658 -97%
PA
1247
Probity Advisors
Texas
$1.38M +$1.38M +48,045 New
BMA
1248
Brooks Moore & Associates
Tennessee
$1.38M -$61.8K -2,155 -4%
WA
1249
WBH Advisory
Maryland
$1.38M -$147K -5,126 -10%
EWM
1250
Empirical Wealth Management
Washington
$1.37M +$426K +14,834 +45%
48 49
50
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