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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 %
WOC
2426
West Oak Capital
California
$177K +$51.5K +1,800 +41%
JAM
2427
JCIC Asset Management
Ontario, Canada
$177K -$9.84K -344 -5%
PCM
2428
Penserra Capital Management
California
$174K -$4.14K -145 -2%
BFPW
2429
BOK Financial Private Wealth
Colorado
$173K +$8.27K +289 +5%
FA
2430
Fortis Advisors
Pennsylvania
$172K – – –
PCFFS
2431
Pacific Center for Financial Services
California
$169K +$169K +5,913 New
VC
2432
Vestor Capital
Illinois
$167K -$6.95M -242,327 -98%
SFG
2433
Steward Financial Group
Texas
$167K +$18.8K +662 +13%
GWSG
2434
GPS Wealth Strategies Group
Colorado
$165K +$165K +5,785 New
SIS
2435
Sound Income Strategies
Florida
$164K +$3.89K +136 +2%
SGC
2436
Slocum, Gordon & Co
Rhode Island
$162K – – –
WP
2437
WealthPLAN Partners
Nebraska
$160K -$582K -20,363 -78%
WTA
2438
Washington Trust Advisors
Massachusetts
$159K -$9.12K -319 -5%
PMFA
2439
Plante Moran Financial Advisors
Michigan
$158K -$3.52K -123 -2%
TAM
2440
Tucker Asset Management
Colorado
$157K +$35.5K +1,240 +29%
VCM
2441
Vigilant Capital Management
Maine
$156K -$95.5K -3,337 -38%
MTIC
2442
Missouri Trust & Investment Company
Missouri
$155K +$4.61K +161 +3%
DAL
2443
Delta Accumulation LLC
California
$152K +$972 +34 +0.6%
OSNBOA
2444
Old Second National Bank of Aurora
Illinois
$152K – – –
JWA
2445
JFS Wealth Advisors
Pennsylvania
$152K -$59.2K -2,069 -28%
ETC
2446
Exchange Traded Concepts
Oklahoma
$151K +$137K +4,781 +990%
RI
2447
Ridgewood Investments
New Jersey
$150K +$150K +5,252 New
SCA
2448
Stuart Chaussee & Associates
California
$141K – – –
CHA
2449
Carmichael Hill & Associates
Maryland
$137K +$400 +14 +0.3%
RP
2450
Rowlandmiller & Partners
Georgia
$137K -$4.18K -146 -3%
96 97
98
99 100