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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
C
2501
Covestor
United Kingdom
$199K +$206K +5,990 New
FA
2502
Fortis Advisors
Pennsylvania
$199K
OWA
2503
One Wealth Advisors
California
$198K -$124K -3,593 -38%
CC
2504
Centiva Capital
New York
$196K -$163K -4,741 -44%
WTA
2505
Washington Trust Advisors
Massachusetts
$195K -$151K -4,372 -43%
PA
2506
PSI Advisors
Florida
$192K +$3.62K +105 +2%
BFPW
2507
BOK Financial Private Wealth
Colorado
$191K -$138K -4,000 -41%
CSPAM
2508
Cary Street Partners Asset Management
Virginia
$188K -$3.51K -102 -2%
SGC
2509
Slocum, Gordon & Co
Rhode Island
$187K +$195K +5,661 New
PMFA
2510
Plante Moran Financial Advisors
Michigan
$187K -$42.8K -1,243 -18%
SIS
2511
Sound Income Strategies
Florida
$185K +$27.2K +790 +16%
TWA
2512
Tandem Wealth Advisors
Arizona
$185K +$192K +5,582 New
SC
2513
Seldon Capital
California
$182K
OSNBOA
2514
Old Second National Bank of Aurora
Illinois
$176K +$6.41K +186 +4%
DAL
2515
Delta Accumulation LLC
California
$175K +$1.27K +37 +0.7%
HFM
2516
Harvest Fund Management
China
$174K -$299K -8,682 -62%
MTIC
2517
Missouri Trust & Investment Company
Missouri
$174K
SFG
2518
Steward Financial Group
Texas
$172K +$179K +5,205 New
NIC
2519
Northwest Investment Counselors
Oregon
$166K +$41.3K +1,200 +31%
RP
2520
Rowlandmiller & Partners
Georgia
$166K
SCA
2521
Stuart Chaussee & Associates
California
$164K
DJSG
2522
D.J. St. Germain
Massachusetts
$159K +$163K +4,744 +39%
CHA
2523
Carmichael Hill & Associates
Maryland
$159K -$5.86K -170 -3%
IRAG
2524
Investment Research & Advisory Group
Georgia
$154K
FCMT
2525
Founders Capital Management (Texas)
Texas
$154K

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.