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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
CP
2601
Castleview Partners
Texas
$9.62K -$121K -3,348 -97%
CMP
2602
Coston McIsaac & Partners
Maine
$9K +$10.1K +281 New
FIA
2603
FNY Investment Advisers
New York
$9K +$10.8K +300 New
UFF
2604
USA Financial Formulas
Michigan
$8K -$62.6K -1,740 -87%
IWP
2605
IAG Wealth Partners
Wisconsin
$8K -$2.02K -56 -17%
KC
2606
Kenfarb & Co
Kentucky
$8K
FFA
2607
Fairfield Financial Advisors
Massachusetts
$7.09K +$72 +2 +0.9%
CP
2608
Corbenic Partners
Pennsylvania
$7K -$15.1K -419 -66%
AA
2609
AlphaMark Advisors
Kentucky
$7K
SSC
2610
Syverson Strege & Co
Iowa
$6K -$9K -250 -57%
DI
2611
Disciplined Investments
Oklahoma
$6K -$5.4K -150 -44%
CWM
2612
Cedar Wealth Management
California
$6K
PWC
2613
PYA Waltman Capital
Tennessee
$6K
CPFP
2614
Clear Perspectives Financial Planning
Ohio
$6K +$6.45K +179 New
MBFW
2615
Morton Brown Family Wealth
Pennsylvania
$6K +$6.52K +181 New
MCM
2616
McMillion Capital Management
North Carolina
$6K +$6.84K +190 New
SC
2617
Steph & Co
Wisconsin
$5K
HWM
2618
HighMark Wealth Management
Minnesota
$5K +$36 +1 +0.6%
CMA
2619
Cedar Mountain Advisors
Oregon
$4K
IA
2620
IFS Advisors
Kansas
$4K
FGAM
2621
Financial Gravity Asset Management
Texas
$3.29K -$8.28K -230 -24%
GTAM
2622
Global Trust Asset Management
Florida
$3K -$221K -6,133 -98%
PPWM
2623
PFG Private Wealth Management
Florida
$3K -$9.36K -260 -73%
GWMI
2624
Guardian Wealth Management (Illinois)
Illinois
$3K
IAIM
2625
International Assets Investment Management
Florida
$2.21K +$139K +3,859 +6%

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.