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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 %
PG
1776
Patten Group
Tennessee
$527K -$16.9K -589 -3%
CVM
1777
Cheviot Value Management
California
$527K – – –
TB
1778
Terril Brothers
Missouri
$524K +$6.57K +229 +1%
LIM
1779
Lathrop Investment Management
Arkansas
$524K -$9.19K -320 -2%
BCM
1780
BlueCrest Capital Management
Jersey
$524K +$524K +18,255 New
CCIA
1781
Cherry Creek Investment Advisors
Colorado
$523K +$1.44K +50 +0.3%
AA
1782
Alta Advisers
United Kingdom
$522K – – –
FC
1783
FCA Corp
Texas
$522K – – –
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$521K – – –
SIA
1785
SkyView Investment Advisors
New Jersey
$520K +$13.8K +482 +3%
BOH
1786
Bank of Hawaii
Hawaii
$518K -$156K -5,424 -23%
TP
1787
Tranquility Partners
Tennessee
$517K +$40.9K +1,426 +9%
WA
1788
Waddell & Associates
Tennessee
$517K -$99.2K -3,458 -16%
RA
1789
Rational Advisors
New York
$517K +$482K +16,791 +1,383%
GCA
1790
Guardian Capital Advisors
Ontario, Canada
$516K +$31.1K +1,060 +6%
MCA
1791
MSH Capital Advisors
Arizona
$516K +$143 +5 +0%
WA
1792
Wealthstar Advisors
Texas
$514K +$3.13K +109 +0.6%
Fuller & Thaler Asset Management
1793
Fuller & Thaler Asset Management
California
$514K +$132K +4,612 +35%
PWMG
1794
Provence Wealth Management Group
California
$514K +$1.18K +41 +0.2%
WAM
1795
WNY Asset Management
New York
$513K +$287 +10 +0.1%
WC
1796
Whitney & Co
New York
$513K +$28.3K +986 +6%
CIR
1797
Clear Investment Research
Georgia
$512K +$4.16K +145 +0.8%
SWM
1798
Selective Wealth Management
Virginia
$511K +$511K +17,823 New
AT
1799
American Trust
Kentucky
$510K -$23.8K -830 -4%
AWM
1800
Abound Wealth Management
Tennessee
$510K +$9.93K +346 +2%
70 71
72
73 74