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Bank of America
BAC

Overview Fund Activity

2,587 hedge funds and large institutions have $169B invested in Bank of America in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,179 increasing their positions, 927 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
-40
Holders Change %
-1.52%
% of All Funds
44.73%
Holding in Top 10
118
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.81%
% of All Funds
2.04%
New
123
Increased
1,179
Reduced
927
Closed
122
Calls
$4.16B
Puts
$5.83B
Net Calls
-$1.67B
Net Calls Change
+$149M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$574M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$433M
5
Franklin Resources
Franklin Resources
California
+$246M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
MPCL
My Personal CFO LLC
Washington
-$320M
3
AS
Altshuler Shaham
Israel
-$313M
4
WT
Wellcome Trust
United Kingdom
-$249M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
1626
West Family Investments
California
$663K +$663K +21,950 New
AWM
1627
Accel Wealth Management
Iowa
$662K -$3.56K -110 -0.5%
HHGA
1628
Halbert Hargrove Global Advisors
California
$662K +$110K +3,660 +20%
TFP
1629
Tilia Fiduciary Partners
North Carolina
$661K +$69.5K +2,334 +12%
LFA
1630
Legacy Financial Advisors
Kentucky
$660K +$29.3K +971 +5%
AWE
1631
Avidian Wealth Enterprises
Texas
$656K +$89.3K +2,958 +16%
SW
1632
SlateStone Wealth
Florida
$655K +$269K +8,892 +69%
WA
1633
Waddell & Associates
Tennessee
$652K -$302 -10 -0%
LIA
1634
LBMC Investment Advisors
Tennessee
$650K -$31.9K -1,056 -5%
IWA
1635
Inspirion Wealth Advisors
Illinois
$650K +$3.9K +129 +0.6%
AFS
1636
Aft Forsyth & Sober
Florida
$648K – – –
WP
1637
WealthSpring Partners
California
$647K +$647K +21,428 New
HAM
1638
Hedges Asset Management
Nevada
$646K – – –
WAM
1639
Wakefield Asset Management
Colorado
$646K +$71.9K +2,379 +13%
BDF
1640
Black Diamond Financial
Maryland
$644K -$10.2K -336 -2%
VA
1641
Valmark Advisers
Ohio
$644K +$17.1K +566 +3%
NAS
1642
Nicolet Advisory Services
Wisconsin
$643K +$4.72K +154 +0.7%
CIP
1643
Convergence Investment Partners
Florida
$642K -$79.2K -2,624 -11%
EFSCE
1644
Enterprise Financial Services Corp (EFSC)
Missouri
$640K +$11.6K +385 +2%
GITFIT
1645
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$637K +$184K +6,100 +41%
CAM
1646
Cypress Asset Management
Texas
$637K +$9.05K +300 +1%
Fuller & Thaler Asset Management
1647
Fuller & Thaler Asset Management
California
$636K -$218K -7,225 -26%
WA
1648
Wealth Alliance
New York
$636K -$46.3K -1,534 -7%
BCP
1649
Berkeley Capital Partners
Georgia
$634K -$219K -7,248 -26%
CNBTD
1650
Citizens National Bank Trust Department
Mississippi
$634K – – –
64 65
66
67 68