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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
2051
Park Place Capital
Alabama
$360K +$6.09K +213 +2%
TCMP
2052
Thrive Capital Management (Pennsylvania)
Pennsylvania
$359K +$2.77K +98 +0.8%
CWS
2053
Confluence Wealth Services
Pennsylvania
$359K +$65.1K +2,276 +22%
CG
2054
Clarus Group
Texas
$359K +$972 +34 +0.3%
AF
2055
Apexium Financial
Texas
$356K -$3.06K -107 -0.9%
TGAM
2056
TBH Global Asset Management
Tennessee
$356K +$356K +12,436 New
PWM
2057
Prentice Wealth Management
New York
$355K +$21.8K +763 +7%
BB
2058
Bell Bank
North Dakota
$354K -$41.7K -1,457 -11%
CCFM
2059
Clear Creek Financial Management
Washington
$354K +$33.5K +1,170 +10%
TCM
2060
Triumph Capital Management
Colorado
$354K -$61.4K -2,148 -15%
PVI
2061
Pine Valley Investments
New Jersey
$354K +$354K +21,454 New
SIC
2062
Sigma Investment Counselors
Michigan
$353K -$10K -350 -3%
RWP
2063
Ridgecrest Wealth Partners
California
$353K – – –
SWA
2064
SFMG Wealth Advisors
Texas
$353K +$142K +4,961 +67%
SLA
2065
Silver Lake Advisory
Utah
$352K -$14.4K -505 -4%
BMC
2066
Benin Management Corp
Connecticut
$352K – – –
HBW
2067
Hazlett, Burt & Watson
West Virginia
$351K +$5.72K +200 +2%
FPCP
2068
Fort Point Capital Partners
California
$351K +$22K +769 +7%
GM
2069
Granger Management
New York
$351K +$14K +490 +4%
AWM
2070
Aberdeen Wealth Management
Illinois
$351K – – –
KIG
2071
Kowal Investment Group
Wisconsin
$350K +$67.3K +2,353 +24%
CIM
2072
Chapman Investment Management
California
$349K +$57 +2 +0%
PFWA
2073
Paces Ferry Wealth Advisors
Georgia
$347K +$54.8K +1,917 +19%
TFG
2074
Tilson Financial Group
New Jersey
$347K +$171 +6 +0%
KFA
2075
Kapstone Financial Advisors
Ohio
$347K +$286 +10 +0.1%
81 82
83
84 85