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Bank of America
BAC

Overview Fund Activity

2,775 hedge funds and large institutions have $274B invested in Bank of America in 2022 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,262 increasing their positions, 1,014 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,775
Holders Change
+7
Holders Change %
+0.25%
% of All Funds
43.92%
Holding in Top 10
147
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.7%
% of All Funds
2.33%
New
183
Increased
1,262
Reduced
1,014
Closed
142
Calls
$4.89B
Puts
$6.16B
Net Calls
-$1.27B
Net Calls Change
+$2.57B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$730M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$467M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$395M
4
Deutsche Bank
Deutsche Bank
Germany
+$374M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.15B
3
Dodge & Cox
Dodge & Cox
California
-$1.07B
4
Morgan Stanley
Morgan Stanley
New York
-$756M
5
Capital International Investors
Capital International Investors
California
-$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1801
WealthPlan Investment Management
Nebraska
$720K +$720K +20,180 New
GKWIM
1802
Gerber Kawasaki Wealth & Investment Management
California
$718K +$234K +5,690 +48%
TIA
1803
Tiemann Investment Advisors
California
$717K -$47.3K -1,149 -6%
FMTC
1804
Farmers & Merchants Trust Company
California
$716K +$3.55K +86 +0.5%
ESB
1805
Essex Savings Bank
Connecticut
$714K -$19.8K -479 -3%
WFA
1806
Websterrogers Financial Advisors
South Carolina
$711K +$59.9K +1,464 +9%
CA
1807
Capitolis Advisors
New York
$709K -$147M -3,575,561 -100%
CPA
1808
Capital Planning Advisors
California
$709K -$46.9K -1,137 -6%
TP
1809
Tranquility Partners
Tennessee
$709K -$42.5K -1,031 -6%
BWCS
1810
Beirne Wealth Consulting Services
Connecticut
$708K -$92K -2,239 -12%
OFW
1811
Omnia Family Wealth
Florida
$707K +$165 +4 +0%
FNBOH
1812
First National Bank of Hutchinson
Kansas
$704K -$123K -2,993 -15%
AGP
1813
Autumn Glory Partners
Texas
$702K -$139K -3,370 -17%
BC
1814
Bartlett & Co
Ohio
$699K -$134K -3,252 -16%
BCWM
1815
Bartlett & Co Wealth Management
Ohio
$699K -$134K -3,252 -16%
FNBOSM
1816
First National Bank of South Miami
Florida
$698K +$95.7K +2,322 +16%
RA
1817
Rational Advisors
New York
$697K -$977K -23,740 -58%
AHC
1818
Adell Harriman & Carpenter
Texas
$697K +$113K +2,750 +19%
BWM
1819
BigSur Wealth Management
Florida
$694K +$3.5K +85 +0.5%
PIA
1820
Pinion Investment Advisors
Kansas
$694K +$308K +7,463 +80%
PCM
1821
Pointe Capital Management
Michigan
$693K +$29.3K +710 +4%
NA
1822
Navellier & Associates
Nevada
$692K -$12.4K -300 -2%
BWM
1823
Baystate Wealth Management
Massachusetts
$691K +$5.19K +126 +0.8%
VC
1824
Veracity Capital
Georgia
$691K +$247K +5,988 +56%
RWB
1825
RMR Wealth Builders
New Jersey
$691K +$278K +6,738 +67%
71 72
73
74 75