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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 %
GWANC
1301
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25M +$5.77K +201 +0.5%
PVM
1302
Palogic Value Management
Texas
$1.25M +$34.1K +1,188 +3%
PI
1303
Parkside Investments
Illinois
$1.25M +$143K +5,000 +13%
RCM
1304
RB Capital Management
Nevada
$1.25M -$25.4K -886 -2%
CAM
1305
Columbia Asset Management
Michigan
$1.25M -$344 -12 -0%
SM
1306
Sweeney & Michel
California
$1.25M +$5.72K +183 +0.5%
AL
1307
Aspiriant LLC
California
$1.24M +$38.8K +1,352 +3%
BWAM
1308
Boyd Watterson Asset Management
Ohio
$1.24M +$803 +28 +0.1%
MW
1309
Marcum Wealth
Ohio
$1.23M +$138K +4,809 +13%
AAM
1310
Augustine Asset Management
Florida
$1.23M +$2.87K +100 +0.2%
BG
1311
Benedetti & Gucer
Georgia
$1.23M +$657K +22,905 +115%
AA
1312
Aire Advisors
California
$1.23M +$18.3K +639 +2%
CWP
1313
Concord Wealth Partners
Virginia
$1.23M +$600K +20,903 +96%
SIA
1314
Strategic Investment Advisors
Michigan
$1.22M -$109K -3,789 -8%
KFA
1315
Kelleher Financial Advisors
New York
$1.22M +$115 +4 +0%
FMLI
1316
Fukoku Mutual Life Insurance
Japan
$1.22M – – –
ME
1317
McIlrath & Eck
Washington
$1.22M +$48K +1,673 +4%
MBTD
1318
Mechanics Bank - Trust Department
California
$1.21M -$26.9K -937 -2%
EWM
1319
Edge Wealth Management
New York
$1.21M +$39.8K +1,387 +3%
BFG
1320
Bouchey Financial Group
New York
$1.21M +$20.3K +706 +2%
BTW
1321
Boston Trust Walden
Massachusetts
$1.21M +$232K +8,074 +24%
IP
1322
Intellectus Partners
California
$1.21M +$55.3K +1,928 +5%
EGA
1323
E&G Advisors
Texas
$1.21M +$5.16K +180 +0.4%
TW
1324
TrinityPoint Wealth
Connecticut
$1.21M -$57.2K -1,994 -5%
DL
1325
DOHJ LLC
Washington
$1.21M +$114K +3,972 +10%
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