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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 %
KLI
2351
Kelman-Lazarov Inc
Tennessee
$301K – – –
WF
2352
WoodTrust Financial
Wisconsin
$300K – – –
AMM
2353
American Money Management
California
$300K +$14.7K +356 +5%
KCM
2354
KRS Capital Management
Michigan
$299K +$18.7K +455 +7%
PS
2355
Planned Solutions
California
$298K – – –
CWA
2356
Clarity Wealth Advisors
California
$298K +$37.7K +914 +14%
IFO
2357
Independent Family Office
New York
$298K +$298K +7,219 New
LSWM
2358
Lorne Steinberg Wealth Management
Canada
$295K -$57K -1,385 -16%
IAG
2359
Investment Advisory Group
Massachusetts
$295K +$11.2K +274 +4%
AA
2360
Auxano Advisors
Washington
$295K +$19.7K +478 +7%
MAM
2361
Marotta Asset Management
Virginia
$295K +$80.7K +1,957 +38%
SCA
2362
STALEY CAPITAL ADVISERS
Pennsylvania
$293K -$51K -1,237 -15%
AWA
2363
Amplius Wealth Advisors
Pennsylvania
$293K +$3.45K +84 +1%
DOA
2364
D'Orazio & Associates
Virginia
$292K -$32K -776 -10%
HFAS
2365
Hummer Financial Advisory Services
Illinois
$292K – – –
ACA
2366
Affinity Capital Advisors
California
$291K -$40.7K -988 -12%
BA
2367
Bridge Advisory
California
$291K -$19K -461 -6%
SFG
2368
StrategIQ Financial Group
Indiana
$291K – – –
KA
2369
Klingman & Associates
New York
$290K -$8.9K -216 -3%
VCM
2370
Versant Capital Management
Arizona
$290K -$4.61K -112 -2%
AWM
2371
Aspire Wealth Management
Massachusetts
$290K +$41 +1 +0%
CFA
2372
Compass Financial Advisors
Indiana
$290K +$248 +6 +0.1%
FFMBT
2373
First Farmers & Merchants Bank Trust
Tennessee
$289K -$20.6K -500 -7%
PMG
2374
Private Management Group
California
$289K -$20.1K -488 -7%
CCP
2375
Cassia Capital Partners
North Carolina
$289K +$5.84K +142 +2%
93 94
95
96 97