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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 %
JWM
1626
Jupiter Wealth Management
Colorado
$689K -$361K -12,600 -34%
MCM
1627
Mitchell Capital Management
Kansas
$686K -$2.36M -82,428 -78%
PWM
1628
Palumbo Wealth Management
New York
$686K -$3.5K -122 -0.5%
VCAM
1629
Van Cleef Asset Management
Ohio
$683K -$59.2K -2,065 -8%
LSA
1630
Lion Street Advisors
Texas
$678K -$388K -8,125 -36%
ONST
1631
Old North State Trust
North Carolina
$677K – – –
CFMC
1632
Curbstone Financial Management Corp
New Hampshire
$677K +$24.4K +850 +4%
FNBOO
1633
First National Bank of Omaha
Nebraska
$676K -$5.65K -197 -0.8%
MMA
1634
Miracle Mile Advisors
California
$676K +$34K +1,184 +5%
SMC
1635
Smith, Moore & Co
Missouri
$673K +$138K +4,815 +26%
EA
1636
Ellsworth Advisors
Ohio
$672K +$43.2K +1,505 +7%
BFA
1637
Beacon Financial Advisory
Ohio
$670K +$30.2K +1,051 +5%
AC
1638
Allstate Corporation
Illinois
$669K -$2.9K -101 -0.4%
UL
1639
Unionview LLC
Washington
$669K +$1.03K +36 +0.2%
OC
1640
Oakworth Capital
Alabama
$668K -$284K -9,905 -30%
APC
1641
Aspire Private Capital
North Carolina
$668K -$99.7K -3,476 -13%
BDF
1642
Black Diamond Financial
Maryland
$668K +$430 +15 +0.1%
XSC
1643
X-Square Capital
Puerto Rico
$665K -$15.7K -548 -2%
WP
1644
Westmount Partners
California
$664K +$72.6K +2,530 +12%
RVPG
1645
Relative Value Partners Group
$664K +$86 +3 +0%
CWA
1646
Clearview Wealth Advisors
Oregon
$662K -$2.73K -95 -0.4%
GPA
1647
Garrison Point Advisors
California
$662K -$6.48K -226 -1%
LJAC
1648
L.J. Altfest & Co
New York
$661K -$13.5K -469 -2%
CAMV
1649
Concord Asset Management (Virginia)
Virginia
$658K +$158K +5,509 +32%
ATC
1650
Adirondack Trust Company
New York
$657K +$13.4K +418 +2%
64 65
66
67 68