BAC icon

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 %
CCC
1901
Chelsea Counsel Company
California
$619K – – –
SWM
1902
SFG Wealth Management
Maryland
$619K +$68.9K +1,670 +13%
CST
1903
Charles Schwab Trust
Nevada
$618K -$141K -3,423 -19%
AFAS
1904
Acorn Financial Advisory Services
Virginia
$618K -$18K -437 -3%
ICP
1905
Interchange Capital Partners
Pennsylvania
$618K -$15.3K -372 -2%
LWA
1906
Lineweaver Wealth Advisors
Ohio
$617K -$126K -3,049 -17%
RHAM
1907
Round Hill Asset Management
California
$613K – – –
LJCM
1908
Lee Johnson Capital Management
Texas
$612K -$1.56M -37,765 -72%
AIM
1909
Axiom Investment Management
New York
$612K -$168K -4,080 -22%
FMN
1910
Financial Management Network
California
$612K -$2.65K -65 -0.4%
TA
1911
TrueWealth Advisors
Alabama
$612K – – –
FWM
1912
Fairhaven Wealth Management
Illinois
$612K +$8.33K +202 +1%
WW
1913
Westshore Wealth
California
$612K +$13.1K +318 +2%
MSA
1914
Marino Stram & Associates
Massachusetts
$612K +$119K +2,879 +24%
LAS
1915
LWM Advisory Services
Florida
$611K +$126K +3,070 +26%
EWA
1916
EverSource Wealth Advisors
Alabama
$610K +$14.9K +362 +3%
RCA
1917
Ranch Capital Advisors
Florida
$610K +$19.5K +474 +3%
OCM
1918
Orleans Capital Management
Louisiana
$609K +$48.7K +1,183 +9%
TFA
1919
Toth Financial Advisory
Virginia
$608K -$95.2K -2,312 -14%
MPIA
1920
Mountain Pacific Investment Advisers
Idaho
$607K +$10.1K +246 +2%
CPIG
1921
Chicago Partners Investment Group
Illinois
$605K -$4.64K -133 -0.8%
ABLA
1922
Alan B. Lancz & Associates
Ohio
$605K +$214K +5,200 +55%
UCI
1923
Uncommon Cents Investing
Wisconsin
$605K +$605K +14,673 New
GFS
1924
GYL Financial Synergies
Connecticut
$603K -$68.7K -1,665 -10%
CCB
1925
Cutter & Co Brokerage
Missouri
$602K -$536K -12,998 -47%
75 76
77
78 79