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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
KFS
2526
Kelly Financial Services
Massachusetts
$152K +$896 +26 +0.6%
RTC
2527
Riverview Trust Company
Washington
$146K -$99.6K -2,893 -40%
WOC
2528
West Oak Capital
California
$145K -$44.8K -1,300 -23%
TWM
2529
Tradition Wealth Management
Minnesota
$144K -$654 -19 -0.4%
TFM
2530
TFC Financial Management
Massachusetts
$142K -$5.37K -156 -4%
LCM
2531
Logan Capital Management
Pennsylvania
$141K +$1.03K +30 +0.7%
TAM
2532
Tucker Asset Management
Colorado
$140K +$28K +812 +24%
RG
2533
Retirement Group
California
$138K +$88.8K +2,577 +162%
SIC
2534
SJS Investment Consulting
Ohio
$138K -$31.7K -921 -18%
OA
2535
Operose Advisors
Wisconsin
$135K
BBPWM
2536
Blue Bell Private Wealth Management
Pennsylvania
$133K -$32.3K -939 -19%
DWP
2537
Destiny Wealth Partners
Florida
$132K +$35K +1,017 +34%
LF
2538
Lee Financial
Texas
$124K +$10.8K +314 +9%
FCG
2539
Financial Connections Group
California
$119K +$17.3K +503 +16%
KC
2540
Knuff & Co
California
$118K +$13.8K +400 +13%
TC
2541
Trust Company
Kansas
$117K
ACM
2542
Adalta Capital Management
New York
$116K
MLA
2543
MB, Levis & Associates
Pennsylvania
$111K +$116K +3,356 New
AWM
2544
Ameliora Wealth Management
Switzerland
$109K -$34.4K -1,000 -23%
RAM
2545
Riggs Asset Management
Pennsylvania
$107K
NECFA
2546
New England Capital Financial Advisors
Connecticut
$107K +$109K +3,151 New
ACA
2547
Atlas Capital Advisors
Wyoming
$102K -$20.7K -600 -16%
DWA
2548
Dougherty Wealth Advisers
Minnesota
$101K
MWC
2549
MBM Wealth Consultants
Missouri
$101K -$43.4K -1,260 -30%
CBT
2550
Central Bank & Trust
Kentucky
$100K +$7.16K +208 +7%

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.