Bank of America
BAC
2,617 hedge funds and large institutions have $152B invested in Bank of America in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 993 increasing their positions, 1,186 reducing their positions, and 151 closing their positions.
0.23% more ownership
Funds ownership: 69.13% → 69.36% (+0.23%)
0% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 151
4% less capital invested
Capital invested by funds: $160B → $152B (-$7.08B)
1% less funds holding
Funds holding: 2,647 → 2,617 (-30)
13% less funds holding in top 10
Funds holding in top 10: 87 → 76 (-11)
16% less repeat investments, than reductions
Existing positions increased: 993 | Existing positions reduced: 1,186
27% less call options, than puts
Call options by funds: $4.25B | Put options by funds: $5.79B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$722M |
| 2 |
Barclays
London,
United Kingdom
|
+$602M |
| 3 |
BlackRock
New York
|
+$366M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$314M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$513M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$369M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$354M |
| 4 |
JP Morgan Chase
New York
|
-$306M |
| 5 |
D.E. Shaw & Co
New York
|
-$255M |
BAC Hedge Fund Activity: Q3 2023 in Review
2,617 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2023, worth a combined $152B — down 4.4% from $160B a quarter earlier.
Fund positioning in BAC was balanced in Q3 2023: 151 funds opened new positions, 151 closed out, 993 added to existing stakes and 1,186 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $722M. The largest seller was Fidelity Investments, cutting an estimated $513M.
- 2,617 institutional investors held Bank of America (BAC) as of Q3 2023, down from 2,647 in Q2 2023.
- Funds reported $152B of Bank of America stock for Q3 2023, down 4.4% quarter-over-quarter.
- 151 funds opened new Bank of America positions in Q3 2023 and 151 closed out, a net change of 0 holders.
- The largest Bank of America buyer in Q3 2023 was Dodge & Cox, an estimated $722M added.
- The largest Bank of America seller in Q3 2023 was Fidelity Investments, an estimated $513M sold.
Based on aggregated 13F filings for Q3 2023.