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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIIMS
2251
Analyst IMS Investment Management Services
Israel
$263K +$2.52K +89 +1%
CH
2252
Canton Hathaway
Rhode Island
$263K +$31.4K +1,099 +14%
FUBT
2253
First United Bank & Trust
Maryland
$262K +$314 +11 +0.1%
VCM
2254
Violich Capital Management
California
$261K – – –
WB
2255
West Bancorporation
Iowa
$261K -$9.84K -344 -4%
MA
2256
MBA Advisors
Pennsylvania
$260K -$11.4K -400 -4%
KWM
2257
Keebeck Wealth Management
Illinois
$259K +$9.27K +324 +4%
KA
2258
Kozak & Associates
Colorado
$259K -$1.92K -67 -0.7%
VBFP
2259
Valtinson Bruner Financial Planning
Minnesota
$258K -$37.9K -1,325 -13%
SCM
2260
SKBA Capital Management
California
$257K -$5.72K -200 -2%
TC
2261
Tacita Capital
Ontario, Canada
$257K – – –
RCM
2262
Requisite Capital Management
Texas
$257K +$257K +8,984 New
OHWA
2263
Oak Hill Wealth Advisors
Virginia
$257K +$315 +11 +0.1%
PIMG
2264
Patriot Investment Management Group
Tennessee
$255K +$143 +5 +0.1%
EWS
2265
Evergreen Wealth Solutions
Pennsylvania
$255K -$46.9K -1,638 -16%
UCMOK
2266
United Capital Management of KS
Kansas
$255K +$255K +8,913 New
CSC
2267
Caldwell Sutter Capital
California
$255K +$40.5K +1,416 +19%
CAM
2268
Cozad Asset Management
Illinois
$254K -$26.8K -938 -10%
QFA
2269
Quantum Financial Advisors
California
$253K – – –
GM
2270
GeoWealth Management
Illinois
$252K -$20.7K -727 -8%
AWM
2271
Atticus Wealth Management
Florida
$252K -$85.8K -3,000 -25%
NCM
2272
Narwhal Capital Management
Georgia
$252K – – –
LJCM
2273
Lee Johnson Capital Management
Texas
$252K -$143K -5,000 -36%
AFG
2274
Alterity Financial Group
Maine
$252K +$12.8K +448 +5%
MFA
2275
Morling Financial Advisors
California
$251K +$31.9K +1,117 +15%
89 90
91
92 93