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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 %
JWM
1651
Jupiter Wealth Management
Colorado
$634K – – –
FPA
1652
First Pacific Advisors
California
$634K +$272K +9,000 +75%
BFG
1653
Barber Financial Group
Kansas
$633K +$695 +23 +0.1%
LIM
1654
Lathrop Investment Management
Arkansas
$632K -$4.53K -150 -0.7%
JFA
1655
JNBA Financial Advisors
Minnesota
$632K +$11.6K +384 +2%
AIA
1656
AIMZ Investment Advisors
California
$630K -$3.02K -100 -0.5%
PFSC
1657
Peoples Financial Services Corp
Pennsylvania
$629K +$38.4K +1,272 +7%
ISWM
1658
Independent Solutions Wealth Management
New York
$628K +$217K +7,178 +53%
CFMC
1659
Curbstone Financial Management Corp
New Hampshire
$627K -$19.3K -640 -3%
BAG
1660
Briggs Advisory Group
Rhode Island
$626K +$60 +2 +0%
OA
1661
Oxbow Advisors
Texas
$625K – – –
DDC
1662
DF Dent & Co
Maryland
$625K +$122K +4,057 +24%
MMA
1663
Miracle Mile Advisors
California
$622K +$210K +6,958 +51%
BFA
1664
Beacon Financial Advisory
Ohio
$621K -$35.9K -1,188 -5%
TTWM
1665
TCV Trust & Wealth Management
Virginia
$621K -$22.9K -759 -4%
MSAM
1666
Moloney Securities Asset Management
Missouri
$620K -$14.3K -474 -2%
AFG
1667
Allegheny Financial Group
Pennsylvania
$616K +$1.36K +45 +0.2%
HCMG
1668
Howard Capital Management Group
California
$614K – – –
CWM
1669
C2C Wealth Management
Arizona
$612K -$6.38K -197 -1%
CAM
1670
Close Asset Management
United Kingdom
$611K – – –
TC
1671
Telemus Capital
Michigan
$610K -$166K -5,498 -21%
CFG
1672
CKW Financial Group
Hawaii
$610K -$1.36K -45 -0.2%
VCAM
1673
Van Cleef Asset Management
Ohio
$610K – – –
DBT
1674
Dubuque Bank & Trust
Iowa
$608K -$139K -4,594 -19%
FWM
1675
Finer Wealth Management
Massachusetts
$607K +$142K +4,709 +31%
65 66
67
68 69