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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
M
2551
MOTCO
Texas
$99.2K -$6.65K -193 -6%
RWM
2552
Ruedi Wealth Management
Illinois
$98.6K +$103K +2,976 New
BWL
2553
Bogart Wealth LLC
Virginia
$97.3K -$3.82K -111 -4%
BAM
2554
Baldrige Asset Management
Pennsylvania
$95K +$11K +319 +13%
CAM
2555
Costello Asset Management
Pennsylvania
$94K +$689 +20 +0.7%
HGERS
2556
Householder Group Estate & Retirement Specialist
Arizona
$94K +$8.78K +255 +10%
RDIA
2557
RE Dickinson Investment Advisors
Iowa
$94K +$59.4K +1,725 +154%
PWS
2558
Paragon Wealth Strategies
Florida
$93.4K +$448 +13 +0.5%
EI
2559
Ellevest Inc
New York
$90.5K -$213K -6,195 -69%
TCM
2560
Tradewinds Capital Management
Washington
$89.5K +$4.44K +129 +5%
APW
2561
Acima Private Wealth
Virginia
$89.3K
NF
2562
Norwood Financial
Pennsylvania
$87.6K -$861 -25 -0.9%
CWM
2563
Compass Wealth Management
Connecticut
$85.1K +$88.5K +2,570 New
HFS
2564
HBC Financial Services
Washington
$85K -$68.9K -2,000 -44%
SFA
2565
Semmax Financial Advisors
North Carolina
$85K +$13.5K +392 +19%
JWM
2566
Janiczek Wealth Management
Colorado
$84K +$9.51K +276 +13%
UCB
2567
United Community Bank
South Carolina
$83K +$1.03K +30 +1%
MWM
2568
MinichMacGregor Wealth Management
New York
$82.6K +$85.9K +2,493 New
WPWM
2569
Western Pacific Wealth Management
Illinois
$82.2K +$33.2K +964 +64%
CWM
2570
CarsonAllaria Wealth Management
Illinois
$79K +$69 +2 +0.1%
HIM
2571
Hillsdale Investment Management
Ontario, Canada
$79K -$19.3K -560 -19%
RDFA
2572
Ritter Daniher Financial Advisory
Ohio
$76.8K
WSC
2573
Wellington Shields & Co
New York
$76.1K
CAL
2574
Capital Advisors Ltd
Ohio
$75K +$169K +4,898 +327%
WWM
2575
Wolff Wiese Magana
California
$74.1K -$94K -2,728 -55%

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.