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Bank of America

2,641 hedge funds and large institutions have $173B invested in Bank of America in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 1,267 increasing their positions, 933 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,267 | Existing positions reduced: 933

0.44% less ownership

Funds ownership: 69.71%69.27% (-0.44%)

5% less funds holding

Funds holding: 2,7902,641 (-149)

13% less funds holding in top 10

Funds holding in top 10: 149129 (-20)

33% less call options, than puts

Call options by funds: $3.73B | Put options by funds: $5.55B

37% less capital invested

Capital invested by funds: $274B → $173B (-$101B)

47% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 238

Holders
2,641
Holders Change
-149
Holders Change %
-5.34%
% of All Funds
44.49%
Holding in Top 10
129
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.42%
% of All Funds
2.17%
New
125
Increased
1,267
Reduced
933
Closed
238
Calls
$3.73B
Puts
$5.55B
Net Calls
-$1.82B
Net Calls Change
-$556M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
2476
American National Bank & Trust
Texas
$97K +$3.6K +100 +3%
DWA
2477
Dougherty Wealth Advisers
Minnesota
$95K
AIL
2478
AGF Investments LLC
Ontario, Canada
$94K -$241K -6,680 -69%
DWP
2479
Destiny Wealth Partners
Florida
$92K +$20.1K +559 +23%
WAM
2480
Wolverine Asset Management
Illinois
$91K +$36K +1,000 +52%
CAM
2481
Costello Asset Management
Pennsylvania
$88K -$2.95K -82 -3%
GIS
2482
Grayhawk Investment Strategies
Alberta, Canada
$88K +$79.1K +2,197 New
EP
2483
Elkhorn Partners
Nebraska
$84K +$97.2K +2,700 New
APW
2484
Acima Private Wealth
Virginia
$84K
NF
2485
Norwood Financial
Pennsylvania
$83K
BCA
2486
Bray Capital Advisors
Florida
$82K -$49.7K -1,380 -35%
TAM
2487
Tucker Asset Management
Colorado
$80.6K +$9.04K +251 +11%
TCM
2488
Tradewinds Capital Management
Washington
$80K -$407K -11,302 -81%
BAM
2489
Baldrige Asset Management
Pennsylvania
$79K
JWM
2490
Janiczek Wealth Management
Colorado
$78K -$13.6K -379 -14%
PAI
2491
Pittenger & Anderson Inc
Nebraska
$74K -$74K -2,054 -46%
EC
2492
Estate Counselors
Wisconsin
$74K
CWM
2493
CarsonAllaria Wealth Management
Illinois
$74K +$72 +2 +0.1%
RDFA
2494
Ritter Daniher Financial Advisory
Ohio
$72K -$36K -1,000 -30%
SFA
2495
Semmax Financial Advisors
North Carolina
$72K +$396 +11 +0.5%
S
2496
Surevest
California
$72K +$936 +26 +1%
WSC
2497
Wellington Shields & Co
New York
$72K +$82.7K +2,298 New
AW
2498
Avion Wealth
Texas
$71K +$2.48K +69 +3%
CC
2499
Corsicana & Co
Texas
$70K
BDWM
2500
Brewin Dolphin Wealth Management
Ireland
$68K

BAC Hedge Fund Activity: Q2 2022 in Review

2,641 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2022, worth a combined $173B — down 37% from $274B a quarter earlier.

Sellers outnumbered buyers: 238 funds closed out of BAC and 125 opened new positions — a net loss of 113 holders — while 933 trimmed existing stakes and 1,267 added.

The largest buyer was Morgan Stanley, adding an estimated $982M. The largest seller was Wellington Management Group, cutting an estimated $2.36B.

  • 2,641 institutional investors held Bank of America (BAC) as of Q2 2022, down from 2,790 in Q1 2022.
  • Funds reported $173B of Bank of America stock for Q2 2022, down 37% quarter-over-quarter.
  • 125 funds opened new Bank of America positions in Q2 2022 and 238 closed out, a net change of -113 holders.
  • The largest Bank of America buyer in Q2 2022 was Morgan Stanley, an estimated $982M added.
  • The largest Bank of America seller in Q2 2022 was Wellington Management Group, an estimated $2.36B sold.

Based on aggregated 13F filings for Q2 2022.