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Bank of America
BAC

Overview Fund Activity

2,587 hedge funds and large institutions have $169B invested in Bank of America in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,179 increasing their positions, 927 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
-40
Holders Change %
-1.52%
% of All Funds
44.73%
Holding in Top 10
118
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.81%
% of All Funds
2.04%
New
123
Increased
1,179
Reduced
927
Closed
122
Calls
$4.16B
Puts
$5.83B
Net Calls
-$1.67B
Net Calls Change
+$149M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$574M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$433M
5
Franklin Resources
Franklin Resources
California
+$246M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
MPCL
My Personal CFO LLC
Washington
-$320M
3
AS
Altshuler Shaham
Israel
-$313M
4
WT
Wellcome Trust
United Kingdom
-$249M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNAM
1876
Terra Nova Asset Management
New York
$435K +$91 +3 +0%
GC
1877
Gratus Capital
Georgia
$435K +$68.7K +2,276 +19%
TPWM
1878
Twelve Points Wealth Management
Massachusetts
$434K – – –
TA
1879
TrueWealth Advisors
Alabama
$434K +$362 +12 +0.1%
BIA
1880
Barry Investment Advisors
Massachusetts
$434K +$635 +21 +0.1%
AWP
1881
Ascent Wealth Partners
New York
$434K +$138K +4,583 +47%
DWM
1882
Defined Wealth Management
Oregon
$433K +$12.1K +400 +3%
AHB
1883
Abner Herrman & Brock
New Jersey
$433K +$433K +14,327 New
AFAS
1884
Acorn Financial Advisory Services
Virginia
$432K -$26.2K -867 -6%
WP
1885
WealthShield Partners
North Carolina
$432K -$635 -21 -0.1%
MFG
1886
Menard Financial Group
Texas
$432K +$14.2K +469 +3%
Pacer Advisors
1887
Pacer Advisors
Pennsylvania
$430K -$3.84M -127,377 -90%
JAG
1888
Journey Advisory Group
Kentucky
$430K -$352K -11,669 -45%
RIM
1889
Redwood Investment Management
Arizona
$430K +$430K +14,236 New
TCM
1890
Towercrest Capital Management
Pennsylvania
$428K – – –
EBT
1891
Enterprise Bank & Trust
Massachusetts
$428K +$3.71K +123 +0.9%
LJCM
1892
Lee Johnson Capital Management
Texas
$427K -$21.5K -710 -5%
CPA
1893
Capital Planning Advisors
California
$426K +$5.85K +194 +1%
GAM
1894
Gemmer Asset Management
California
$425K +$48.6K +1,608 +13%
DS
1895
DRW Securities
Illinois
$424K -$956K -31,641 -69%
EFM
1896
E Fund Management
China
$424K -$1.54K -51 -0.4%
Cohen & Steers
1897
Cohen & Steers
New York
$423K – – –
EA
1898
Emerald Advisors
Washington
$423K +$10.4K +343 +3%
ST
1899
Spinnaker Trust
Maine
$422K -$18.9K -625 -4%
PG
1900
Patten Group
Tennessee
$422K +$25.9K +841 +7%
74 75
76
77 78