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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 %
FM
2226
Family Management
New York
$376K +$6.72K +163 +2%
BBL
2227
Beck Bode LLC
Massachusetts
$376K +$46.1K +1,119 +14%
TLP
2228
Trinity Legacy Partners
Texas
$375K -$3.63K -88 -1%
OWA
2229
One Wealth Advisors
California
$373K -$253K -6,140 -40%
SIS
2230
Sound Income Strategies
Florida
$373K -$27.2K -660 -7%
MAG
2231
Mayfair Advisory Group
Alabama
$373K +$1.06K +26 +0.3%
MIM
2232
Moseley Investment Management
Florida
$372K -$76.9K -1,865 -17%
TC
2233
Tacita Capital
Ontario, Canada
$371K +$41.2K +1,000 +12%
RTS
2234
Round Table Services
New Jersey
$370K +$12.5K +302 +3%
RPWA
2235
Regent Peak Wealth Advisors
Georgia
$370K +$16.7K +405 +5%
OWM
2236
OneAscent Wealth Management
Alabama
$369K -$1.82K -44 -0.5%
SAM
2237
Security Asset Management
New York
$368K +$990 +24 +0.3%
DIM
2238
Delta Investment Management
California
$367K +$82 +2 +0%
RMCM
2239
Reynders McVeigh Capital Management
Massachusetts
$367K +$179K +4,355 +96%
CFO
2240
Collective Family Office
Pennsylvania
$365K +$15K +363 +4%
CAM
2241
Cozad Asset Management
Illinois
$365K +$39.1K +950 +12%
JCG
2242
John C. Goff
$365K +$365K +8,846 New
SWP
2243
Strategic Wealth Partners
Ohio
$365K +$365K +8,850 New
NF
2244
Nvest Financial
New Hampshire
$364K +$364K +8,833 New
UF
2245
Univest Financial
Pennsylvania
$363K -$35.1K -850 -9%
MPCL
2246
My Personal CFO LLC
Washington
$363K -$18.7K -453 -5%
FH
2247
FWG Holdings
Florida
$363K -$2.1K -51 -0.6%
KA
2248
Kozak & Associates
Colorado
$363K – – –
CTI
2249
Community Trust & Investment
Kentucky
$361K -$89.5K -2,166 -20%
IIM
2250
Ironwood Investment Management
Massachusetts
$361K -$24K -582 -6%
88 89
90
91 92