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Bank of America

2,718 hedge funds and large institutions have $189B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,071 increasing their positions, 1,050 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 133

11% more capital invested

Capital invested by funds: $169B → $189B (+$19.4B)

8% more funds holding in top 10

Funds holding in top 10: 119128 (+9)

4% more funds holding

Funds holding: 2,6022,718 (+116)

2% more repeat investments, than reductions

Existing positions increased: 1,071 | Existing positions reduced: 1,050

0.32% more ownership

Funds ownership: 70%70.32% (+0.32%)

20% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.46B

Holders
2,718
Holders Change
+116
Holders Change %
+4.46%
% of All Funds
43.68%
Holding in Top 10
128
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.56%
% of All Funds
2.06%
New
297
Increased
1,071
Reduced
1,050
Closed
133
Calls
$5.2B
Puts
$6.46B
Net Calls
-$1.26B
Net Calls Change
+$411M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2476
Atlas Wealth
Ohio
$207K +$215K +6,241 New
DP
2477
DDD Partners
Washington
$207K -$152K -4,409 -41%
IPW
2478
Intergy Private Wealth
Colorado
$206K +$215K +6,229 New
PIA
2479
Pinion Investment Advisors
Kansas
$206K -$32.5K -944 -13%
PCM
2480
Penserra Capital Management
California
$206K -$26.8K -777 -11%
PEA
2481
Park Edge Advisors
Ohio
$206K +$214K +6,215 New
YDMI
2482
Y.D. More Investments
Israel
$206K +$214K +6,205 New
MHWM
2483
Montz Harcus Wealth Management
Louisiana
$205K +$214K +6,199 New
MCIA
2484
Mountain Capital Investment Advisors
Colorado
$205K
NA
2485
Nottingham Advisors
New York
$205K +$213K +6,180 New
FP
2486
Financial Perspectives
Minnesota
$205K -$82.6K -2,398 -28%
RA
2487
Riversedge Advisors
Delaware
$204K -$181K -5,243 -46%
QC
2488
QCM Cayman
Texas
$204K -$111K -3,218 -34%
MAM
2489
Morse Asset Management
Connecticut
$204K -$25.8K -750 -11%
XS
2490
XR Securities
Illinois
$204K +$212K +6,152 New
PFC
2491
Phocas Financial Corp
California
$203K +$211K +6,140 New
AIM
2492
AHL Investment Management
Florida
$203K +$211K +6,121 New
SCA
2493
Sandy Cove Advisors
Massachusetts
$202K +$210K +6,100 New
GC
2494
Garde Capital
Washington
$202K +$27K +783 +15%
BWA
2495
Burt Wealth Advisors
Maryland
$202K +$210K +6,087 New
SCA
2496
Southern Capital Advisors
Tennessee
$201K +$209K +6,079 New
PWM
2497
PRW Wealth Management
Massachusetts
$201K +$209K +6,073 New
WA
2498
WP Advisors
California
$201K +$209K +6,069 New
VC
2499
Veery Capital
Delaware
$201K +$209K +6,060 New
CPA
2500
Capital Performance Advisors
California
$201K +$209K +6,058 New

BAC Hedge Fund Activity: Q4 2022 in Review

2,718 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2022, worth a combined $189B — up 11% from $169B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new BAC positions and 133 closed out — a net gain of 164 holders — while 1,071 added to existing stakes and 1,050 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $864M. The largest seller was GQG Partners, cutting an estimated $1.19B.

  • 2,718 institutional investors held Bank of America (BAC) as of Q4 2022, up from 2,602 in Q3 2022.
  • Funds reported $189B of Bank of America stock for Q4 2022, up 11% quarter-over-quarter.
  • 297 funds opened new Bank of America positions in Q4 2022 and 133 closed out, a net change of +164 holders.
  • The largest Bank of America buyer in Q4 2022 was Parnassus Investments, an estimated $864M added.
  • The largest Bank of America seller in Q4 2022 was GQG Partners, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2022.