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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 %
CBFP
2176
Cedar Brook Financial Partners
Ohio
$288K +$17.2K +601 +6%
RA
2177
Riversedge Advisors
Delaware
$288K +$4.85K +169 +2%
HWA
2178
Heartwood Wealth Advisors
Virginia
$288K – – –
SCM
2179
Spreng Capital Management
Ohio
$287K -$14.3K -500 -5%
MME
2180
Meag Munich Ergo
Germany
$287K – – –
BAM
2181
Brave Asset Management
New Jersey
$287K – – –
RWI
2182
Red Wave Investments
Pennsylvania
$287K -$86 -3 -0%
CCG
2183
Chatham Capital Group
Georgia
$286K – – –
AC
2184
Apella Capital
Connecticut
$286K +$286K +9,954 New
DIM
2185
Delta Investment Management
California
$285K – – –
EWM
2186
Evermay Wealth Management
Virginia
$285K -$16.2K -565 -5%
AC
2187
ASB Consultores
Florida
$285K -$568K -19,810 -67%
DOA
2188
D'Orazio & Associates
Virginia
$285K +$285K +9,922 New
BWG
2189
Beta Wealth Group
California
$284K +$48.8K +1,700 +21%
SWMP
2190
Signature Wealth Management Partners
New Jersey
$283K +$78K +2,718 +38%
AWC
2191
Adamsbrown Wealth Consultants
Kansas
$283K -$1.92K -67 -0.7%
TF
2192
TimeScale Financial
Massachusetts
$283K +$918 +32 +0.3%
T. Rowe Price Investment Management
2193
T. Rowe Price Investment Management
Maryland
$282K +$282K +9,797 New
VST
2194
Van Strum & Towne
California
$282K – – –
TCB
2195
Texas Capital Bancshares
Texas
$281K -$10.1K -351 -3%
JLBC
2196
J.L. Bainbridge & Co
Florida
$281K – – –
GG
2197
Greenwood Gearhart
Arkansas
$281K -$56.9K -1,982 -17%
WW
2198
Westshore Wealth
California
$280K -$7.55K -263 -3%
ISB
2199
Iowa State Bank
Iowa
$280K – – –
KA
2200
Klingman & Associates
New York
$280K +$36.6K +1,275 +15%
86 87
88
89 90