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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 %
VCP
1876
Verus Capital Partners
Arizona
$645K +$645K +16,145 New
OIA
1877
Optimum Investment Advisors
Illinois
$644K -$61.8K -1,500 -9%
SSWM
1878
Sheets Smith Wealth Management
North Carolina
$642K +$28.9K +700 +5%
HWA
1879
HHM Wealth Advisors
Tennessee
$641K -$18.1K -440 -3%
PHS
1880
Pekin Hardy Strauss
Illinois
$640K +$12.4K +300 +2%
ACM
1881
Aquatic Capital Management
Illinois
$639K +$639K +15,500 New
VWM
1882
Venturi Wealth Management
Texas
$636K – – –
IFA
1883
Index Fund Advisors
California
$636K +$636K +15,430 New
FBFS
1884
First Business Financial Services
Wisconsin
$635K – – –
SIG
1885
Sky Investment Group
Connecticut
$632K – – –
SC
1886
Sawyer & Company
Massachusetts
$628K -$15.7K -380 -2%
LWP
1887
Legacy Wealth Planning
Nevada
$627K -$107K -2,605 -15%
WC
1888
Whitney & Co
New York
$627K -$9.28K -225 -1%
CAM
1889
Cidel Asset Management
Ontario, Canada
$627K +$2.31K +56 +0.4%
WFAG
1890
Wescott Financial Advisory Group
Pennsylvania
$627K +$10.2K +248 +2%
W
1891
Wealthsimple
Ontario, Canada
$625K -$5.32K -129 -0.8%
CCIA
1892
Cherry Creek Investment Advisors
Colorado
$625K +$14.9K +362 +2%
ORC
1893
O'Rourke & Company
Massachusetts
$625K +$38.1K +925 +6%
FMB
1894
Field & Main Bank
Kentucky
$625K +$54.6K +1,325 +10%
WA
1895
Winfield Associates
Ohio
$624K +$401K +9,731 +180%
AWP
1896
Ascent Wealth Partners
New York
$622K -$28K -679 -4%
BIMC
1897
Benson Investment Management Company
Virginia
$621K – – –
AFP
1898
Ausdal Financial Partners
Iowa
$621K +$42.4K +1,028 +7%
CANC
1899
Culbertson A N & Co
Virginia
$621K +$621K +15,081 New
CPWA
1900
Cerro Pacific Wealth Advisors
California
$620K -$4.2K -102 -0.7%
74 75
76
77 78