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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
1726
Cerro Pacific Wealth Advisors
California
$581K +$89.9K +3,144 +18%
CT
1727
Colonial Trust
South Carolina
$579K +$319K +11,147 +123%
SW
1728
SlateStone Wealth
Florida
$579K -$57.4K -2,006 -9%
DDC
1729
DF Dent & Co
Maryland
$578K -$141K -4,921 -20%
ANBT
1730
American National Bank & Trust
Texas
$578K +$87.3K +3,051 +18%
ISWM
1731
Independent Solutions Wealth Management
New York
$578K -$9.84K -344 -2%
HH
1732
HWG Holdings
Texas
$578K -$40.1K -1,401 -6%
CAM
1733
Close Asset Management
United Kingdom
$577K – – –
AHB
1734
Abner Herrman & Brock
New Jersey
$577K +$165K +5,766 +40%
PCH
1735
PGIM Custom Harvest
New Jersey
$576K -$4K -140 -0.7%
ATC
1736
Adirondack Trust Company
New York
$575K -$57.6K -2,013 -9%
CIA
1737
Caerus Investment Advisors
Texas
$575K – – –
CWP
1738
Cyndeo Wealth Partners
Florida
$575K +$21K +734 +4%
MCI
1739
MRP Capital Investments
Georgia
$574K +$92.5K +3,233 +19%
MFS
1740
Monetta Financial Services
Illinois
$572K – – –
AWM
1741
Accel Wealth Management
Iowa
$571K -$28.7K -1,004 -5%
LCM
1742
Leisure Capital Management
California
$571K -$2.6K -91 -0.5%
SIA
1743
Soltis Investment Advisors
Utah
$569K -$9.81K -343 -2%
BG
1744
Benedetti & Gucer
Georgia
$569K +$254K +8,885 +81%
NC
1745
NBW Capital
Massachusetts
$566K +$38.1K +1,331 +7%
PCA
1746
Pallas Capital Advisors
Massachusetts
$566K +$171K +5,747 +43%
LAIC
1747
Lederer & Associates Investment Counsel
California
$566K – – –
WAM
1748
Wakefield Asset Management
Colorado
$566K +$566K +19,781 New
MC
1749
Middleton & Co
Massachusetts
$565K -$133K -4,648 -19%
IRC
1750
Investors Research Corp
Georgia
$565K -$1.52K -53 -0.3%
68 69
70
71 72