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 %
MA
1926
MONECO Advisors
Connecticut
$602K +$8.49K +206 +1%
OTL
1927
Oak Thistle LLC
New York
$602K +$602K +14,596 New
AWM
1928
Aprio Wealth Management
Georgia
$601K +$54.5K +1,322 +10%
AWP
1929
Abacus Wealth Partners
California
$600K -$22.9K -555 -4%
BWA
1930
Brave Warrior Advisors
New York
$599K – – –
FWSM
1931
First Wilshire Securities Management
California
$598K – – –
AIC
1932
Archer Investment Corporation
Indiana
$597K +$82 +2 +0%
LAM
1933
L2 Asset Management
Massachusetts
$596K -$301K -7,290 -34%
EBT
1934
Enterprise Bank & Trust
Massachusetts
$596K – – –
RZH
1935
Relyea Zuckerberg Hanson
Connecticut
$596K +$64.5K +1,660 +12%
CIC
1936
Crawford Investment Counsel
Georgia
$595K -$2.18K -53 -0.4%
MFW
1937
Meristem Family Wealth
Minnesota
$594K -$96.7K -2,346 -14%
TNAM
1938
Terra Nova Asset Management
New York
$594K +$82 +2 +0%
AWM
1939
AllSquare Wealth Management
New York
$594K +$82.4K +2,000 +16%
TPWM
1940
Twelve Points Wealth Management
Massachusetts
$592K -$6.8K -165 -1%
DWM
1941
Defined Wealth Management
Oregon
$592K +$16.5K +400 +3%
IA
1942
IAM Advisory
Pennsylvania
$592K +$592K +14,356 New
KA
1943
Kercheville Advisors
Texas
$591K +$48.7K +1,180 +9%
VIM
1944
VELA Investment Management
Ohio
$590K -$39.1K -948 -6%
SCM
1945
Spreng Capital Management
Ohio
$588K -$82.1K -1,991 -12%
SFWA
1946
Summit Financial Wealth Advisors
Louisiana
$588K +$4.08K +99 +0.7%
ISWM
1947
Independent Solutions Wealth Management
New York
$587K – – –
CFO
1948
CVA Family Office
Colorado
$587K +$15.2K +370 +3%
FWTB
1949
First Western Trust Bank
Colorado
$586K +$586K +13,629 New
TCM
1950
Towercrest Capital Management
Pennsylvania
$584K +$30.9K +750 +6%
76 77
78
79 80