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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 %
HI
1751
Harbour Investments
Wisconsin
$564K +$44.7K +1,563 +9%
PP
1752
PDS Planning
Ohio
$563K +$307K +10,726 +120%
CGA
1753
Channing Global Advisors
Florida
$563K +$563K +19,676 New
SFP
1754
Sweet Financial Partners
Minnesota
$562K +$14.8K +517 +3%
HHGA
1755
Halbert Hargrove Global Advisors
California
$559K +$18.2K +637 +3%
ORC
1756
O'Rourke & Company
Massachusetts
$559K +$715 +25 +0.1%
VDI
1757
Vaughan David Investments
Illinois
$558K -$23.8K -831 -4%
KA
1758
Kearns & Associates
California
$558K – – –
CIP
1759
Convergence Investment Partners
Florida
$556K -$123K -4,305 -18%
BDFN
1760
Bond & Devick Financial Network
Minnesota
$554K -$11.4K -400 -2%
SIM
1761
SSI Investment Management
California
$553K -$109K -3,809 -16%
PHS
1762
Pekin Hardy Strauss
Illinois
$551K +$60.1K +2,100 +12%
SWA
1763
SOA Wealth Advisors
New York
$551K +$7.49K +262 +1%
VCM
1764
Virtue Capital Management
Tennessee
$550K +$27.1K +953 +5%
MAC
1765
Mason & Associates (California)
California
$547K – – –
LAM
1766
L2 Asset Management
Massachusetts
$546K +$23.4K +819 +4%
POIA
1767
Pin Oak Investment Advisors
Texas
$546K -$3.58K -125 -0.7%
SCA
1768
STALEY CAPITAL ADVISERS
Pennsylvania
$545K +$329K +11,500 +152%
ACP
1769
Aviance Capital Partners
Florida
$542K +$113K +3,934 +26%
PG
1770
Patten Group
Tennessee
$542K +$126K +4,421 +30%
FCMC
1771
Founders Capital Management (Connecticut)
Connecticut
$542K +$5.01K +175 +0.9%
JFL
1772
Jarislowsky, Fraser Ltd
Quebec, Canada
$539K -$21.5K -750 -4%
DDPIC
1773
Deroy & Devereaux Private Investment Counsel
Michigan
$538K – – –
BW
1774
BIP Wealth
Georgia
$536K +$536K +18,755 New
PIC
1775
PCJ Investment Counsel
Ontario, Canada
$535K +$535K +18,700 New
69 70
71
72 73