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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 %
CIC
2101
Chilton Investment Company
Connecticut
$465K -$39.3K -952 -8%
MFC
2102
Mechanics Financial Corp
Ohio
$465K – – –
VNA
2103
Valley National Advisers
Pennsylvania
$465K +$2.93K +71 +0.6%
FA
2104
Financial Advisors
Massachusetts
$463K -$59.1K -1,435 -11%
SVCP
2105
Silicon Valley Capital Partners
California
$463K +$5.16K +125 +1%
SAM
2106
Smithbridge Asset Management
Pennsylvania
$462K +$6.02K +146 +1%
FWM
2107
Finer Wealth Management
Massachusetts
$460K -$69.9K -1,695 -13%
IBOK
2108
Independence Bank of Kentucky
Kentucky
$460K -$57.8K -1,400 -11%
ML
2109
McAdam LLC
Pennsylvania
$460K +$54.5K +1,323 +13%
VA
2110
Valmark Advisers
Ohio
$459K +$55K +1,335 +14%
AWM
2111
Accurate Wealth Management
Florida
$458K -$535K -12,984 -54%
RCG
2112
Regatta Capital Group
California
$458K +$9.35K +227 +2%
ACM
2113
Allred Capital Management
Texas
$458K +$87.4K +2,124 +24%
FUBT
2114
First United Bank & Trust
Maryland
$457K +$578 +14 +0.1%
HWMA
2115
Heritage Wealth Management (Arizona)
Arizona
$457K +$457K +11,088 New
SIA
2116
Sage Investment Advisers
New York
$453K +$101K +2,446 +29%
WWM
2117
Wagner Wealth Management
South Carolina
$453K +$122K +2,965 +37%
CBFP
2118
Cedar Brook Financial Partners
Ohio
$452K -$56.2K -1,363 -11%
FSA
2119
Franklin Street Advisors
North Carolina
$452K -$2.84K -69 -0.6%
BG
2120
Benedetti & Gucer
Georgia
$452K – – –
BO
2121
BRR OpCo
Ohio
$449K -$3.13K -76 -0.7%
CG
2122
CFO4Life Group
Texas
$449K +$25.4K +617 +6%
HFS
2123
Heritage Financial Services
Massachusetts
$448K -$35.7K -867 -7%
PAG
2124
Paladin Advisory Group
Iowa
$448K +$448K +10,965 New
P
2125
&Partners
Tennessee
$447K +$20.5K +498 +5%
83 84
85
86 87