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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
FCT
2501
First Community Trust
Iowa
$68K
MCC
2502
Money Concepts Capital
Florida
$66K -$966K -26,821 -93%
BHWM
2503
Bay Harbor Wealth Management
Maryland
$66K +$108 +3 +0.1%
DAC
2504
Dividend Assets Capital
South Carolina
$65K +$1.8K +50 +2%
BFG
2505
Baron Financial Group
New Jersey
$64.4K +$36 +1 +0%
LWP
2506
Laurel Wealth Planning
Minnesota
$63K
MWM
2507
Mascoma Wealth Management
New Hampshire
$61K -$23.1K -641 -25%
HDIM
2508
Hanson & Doremus Investment Management
Vermont
$61K -$7.49K -208 -10%
CFFP
2509
Center for Financial Planning
Michigan
$61K -$360 -10 -0.5%
FMTCOCP
2510
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K +$1.37K +38 +2%
SC
2511
Stephens Consulting
Michigan
$59.2K +$12.6K +350 +23%
CBT
2512
Central Bank & Trust
Kentucky
$59K +$18.8K +523 +39%
UCB
2513
United Community Bank
South Carolina
$57.7K +$1.8K +50 +3%
HWM
2514
Horizons Wealth Management
North Carolina
$57K +$56.2K +1,561 New
TIM
2515
Tevis Investment Management
Texas
$54K +$11.7K +326 +23%
FFC
2516
First Financial Corp
Indiana
$51K
WAS
2517
Winch Advisory Services
Wisconsin
$47K -$324 -9 -0.6%
WPWM
2518
Western Pacific Wealth Management
Illinois
$47K
LPWM
2519
Lake Point Wealth Management
Texas
$47K +$2.2K +61 +4%
FRA
2520
Front Row Advisors
California
$47K +$25.2K +700 +85%
MSFP
2521
Mark Sheptoff Financial Planning
Connecticut
$46K
BAM
2522
Byrne Asset Management
New Jersey
$45K -$28.8K -800 -36%
OC
2523
Oakmont Corp
California
$45K
SC
2524
Schubert & Co
Texas
$44K +$6.77K +188 +15%
RBC
2525
Roble Belko & Company
Pennsylvania
$42K -$684 -19 -1%

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.