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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 %
EI
2201
Ellevest Inc
New York
$395K -$56.1K -1,362 -12%
PIMG
2202
Patriot Investment Management Group
Tennessee
$395K -$13.5K -329 -3%
DS
2203
DRW Securities
Illinois
$393K -$193K -4,692 -33%
JWM
2204
JGP Wealth Management
Oregon
$393K +$16.2K +410 +4%
MA
2205
MKT Advisors
California
$391K +$6.95K +191 +2%
BEAM
2206
Baker Ellis Asset Management
Washington
$388K -$3.09K -75 -0.8%
TF
2207
TimeScale Financial
Massachusetts
$388K +$1.4K +34 +0.4%
CWM
2208
CCG Wealth Management
California
$388K +$137K +3,320 +54%
CSPAM
2209
Cary Street Partners Asset Management
Virginia
$388K +$182K +4,406 +88%
EWM
2210
Executive Wealth Management
Michigan
$387K +$2.8K +68 +0.7%
AIIMS
2211
Analyst IMS Investment Management Services
Israel
$387K +$387K +9,400 New
OPCM
2212
Osborne Partners Capital Management
California
$386K -$44.6K -1,080 -10%
PCM
2213
Penserra Capital Management
California
$385K -$107K -2,601 -22%
KTC
2214
Kistler-Tiffany Companies
Pennsylvania
$385K -$6.15K -149 -2%
PHAM
2215
Palisades Hudson Asset Management
Florida
$385K – – –
VFA
2216
Voya Financial Advisors
Connecticut
$384K -$49.7K -1,155 -11%
VBFP
2217
Valtinson Bruner Financial Planning
Minnesota
$384K +$113 +3 +0%
MWP
2218
Madison Wealth Partners
Wisconsin
$384K +$12.7K +307 +3%
CCMD
2219
Cypress Capital Management (Delaware)
Delaware
$383K – – –
SMC
2220
Smith, Moore & Co
Missouri
$383K +$9.69K +235 +3%
SI
2221
Saxon Interests
Texas
$382K +$12.7K +308 +3%
BWM
2222
BerganKDV Wealth Management
Minnesota
$380K -$707K -17,160 -65%
SPWM
2223
Schrum Private Wealth Management
Florida
$380K +$692 +19 +0.2%
TF
2224
Trek Financial
Arizona
$379K +$379K +9,206 New
BFG
2225
Berger Financial Group
Minnesota
$377K +$190K +4,603 +101%
87 88
89
90 91