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Bank of America
BAC

Overview Fund Activity

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
BlackRock
BlackRock
New York
+$300M
4
Morgan Stanley
Morgan Stanley
New York
+$259M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$837M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
4
Ameriprise
Ameriprise
Minnesota
-$348M
5
Boston Partners
Boston Partners
Massachusetts
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
2126
Arden Trust
Delaware
$310K -$871K -30,365 -74%
TWM
2127
Triton Wealth Management
Arizona
$310K +$156 +5 +0.1%
CM
2128
Cornerstone Management
Georgia
$310K – – –
OFS
2129
Oldfather Financial Services
Nebraska
$309K – – –
RIG
2130
RiverFront Investment Group
Virginia
$309K +$2.09K +73 +0.7%
RCG
2131
Rock Creek Group
District of Columbia
$309K -$14.1K -492 -4%
BAM
2132
Byrne Asset Management
New Jersey
$308K -$18.3K -636 -6%
WB
2133
West Bancorporation
Iowa
$307K +$45.9K +1,599 +18%
MTWM
2134
Masso Torrence Wealth Management
New Jersey
$307K -$13.5K -471 -4%
LC
2135
Lavaca Capital
Texas
$306K -$44K -1,535 -13%
OHWP
2136
Oak Harbor Wealth Partners
North Carolina
$306K – – –
ACM
2137
Alethea Capital Management
Washington
$304K -$201 -7 -0.1%
PAIM
2138
Punch & Associates Investment Management
Minnesota
$304K -$21.5K -750 -7%
PFA
2139
Pathway Financial Advisors
Vermont
$303K +$2.87K +100 +1%
SAA
2140
Southeast Asset Advisors
Georgia
$303K -$17.5K -610 -5%
LCGC
2141
Legacy Capital Group California
California
$303K +$11.7K +409 +4%
SFS
2142
Summit Financial Strategies
Ohio
$303K +$1.92K +67 +0.6%
PFWA
2143
Paces Ferry Wealth Advisors
Georgia
$302K -$46.1K -1,608 -13%
KWMG
2144
King Wealth Management Group
Florida
$301K +$488 +17 +0.2%
SAM
2145
Smithbridge Asset Management
Pennsylvania
$301K +$2.87K +100 +1%
IWP
2146
Invenio Wealth Partners
Florida
$300K +$300K +10,463 New
C
2147
CEDRUS
Colorado
$299K -$185K -6,458 -38%
PA
2148
Perennial Advisors
New York
$298K +$298K +10,397 New
VCM
2149
Violich Capital Management
California
$298K +$36.8K +1,286 +14%
WP
2150
WMS Partners
Maryland
$298K -$12.5K -434 -4%
84 85
86
87 88