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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 %
JSC
2151
Jackson Square Capital
California
$427K -$613K -14,864 -59%
CWS
2152
Confluence Wealth Services
Pennsylvania
$427K +$329 +8 +0.1%
GA
2153
Geller Advisors
New York
$426K -$287K -6,978 -40%
SWM
2154
Shelton Wealth Management
Texas
$426K -$41 -1 -0%
MLA
2155
My Legacy Advisors
Oregon
$425K +$425K +10,308 New
PFA
2156
Pathway Financial Advisors
Vermont
$423K -$82.4K -2,000 -16%
SIC
2157
Sigma Investment Counselors
Michigan
$422K -$42.9K -1,039 -9%
4WM
2158
44 Wealth Management
Oregon
$420K -$3.75K -91 -0.9%
TCM
2159
Triumph Capital Management
Colorado
$419K -$306K -7,430 -42%
SCG
2160
Sonata Capital Group
Washington
$418K -$20.6K -500 -5%
KIA
2161
Kraematon Investment Advisors
Massachusetts
$418K -$17.7K -430 -4%
NQWM
2162
Northwest Quadrant Wealth Management
Oregon
$417K -$27.4K -670 -6%
MHR
2163
Matthew Hamilton Rosenberg
$416K +$24K +583 +6%
AIA
2164
Angeles Investment Advisors
California
$415K -$154K -3,731 -27%
FHC
2165
First Heartland Consultants
Missouri
$415K -$57.3K -1,392 -12%
PFWA
2166
Paces Ferry Wealth Advisors
Georgia
$412K -$25.9K -629 -6%
BAM
2167
Brave Asset Management
New Jersey
$412K – – –
QFA
2168
Quattro Financial Advisors
Texas
$412K – – –
IP
2169
Investment Partners
Ohio
$412K +$413 +10 +0.1%
RWI
2170
Red Wave Investments
Pennsylvania
$411K – – –
PTC
2171
Provident Trust Company
Wisconsin
$410K – – –
BB
2172
Bell Bank
North Dakota
$410K – – –
JC
2173
Jacobs & Co
California
$410K +$2.43K +59 +0.6%
AWMG
2174
Alliance Wealth Management Group
New Jersey
$409K +$30.9K +750 +8%
SB
2175
Strategic Blueprint
Georgia
$409K +$47.6K +1,154 +13%
85 86
87
88 89