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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
HWM
2601
Horizons Wealth Management
North Carolina
$52K
MUMSS
2602
Mitsubishi UFJ Morgan Stanley Securities
Japan
$50K +$19.6K +570 +61%
VWM
2603
Valley Wealth Managers
New Jersey
$49.7K -$138K -4,000 -73%
GA
2604
GoalVest Advisory
New York
$48.8K
SC
2605
Schubert & Co
Texas
$48.5K +$654 +19 +1%
HS
2606
Horan Securities
United States
$48K +$12.4K +359 +33%
OC
2607
Oakmont Corp
California
$48K
KI
2608
Kapitalo Investimentos
Brazil
$47.8K +$49.7K +1,442 New
WAS
2609
Winch Advisory Services
Wisconsin
$46K +$310 +9 +0.7%
ACM
2610
AUA Capital Management
Pennsylvania
$44.3K
QL
2611
Quarry LP
New York
$44K +$45.8K +1,329 New
DWA
2612
Delos Wealth Advisors
Texas
$43.4K
MSFP
2613
Mark Sheptoff Financial Planning
Connecticut
$43.1K
KIG
2614
Kessler Investment Group
Indiana
$43K -$11.4M -331,349 -100%
RBC
2615
Roble Belko & Company
Pennsylvania
$43K
HWMA
2616
Heritage Wealth Management (Arizona)
Arizona
$42.9K +$16.3K +474 +58%
BAM
2617
Byrne Asset Management
New Jersey
$41.7K +$964 +28 +2%
TLCM
2618
Twin Lakes Capital Management
California
$41.7K +$241 +7 +0.6%
PPWM
2619
PFG Private Wealth Management
Florida
$41K +$30.8K +894 +250%
RWML
2620
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$40.1K +$896 +26 +2%
BHWM
2621
Beaird Harris Wealth Management
Texas
$39.9K +$18.9K +550 +84%
VLKIM
2622
Van Lanschot Kempen Investment Management
Netherlands
$39.8K
EA
2623
Emerald Advisers
Pennsylvania
$39.7K +$41.3K +1,200 New
LOIP
2624
Live Oak Investment Partners
Texas
$39.3K
PO
2625
Private Ocean
California
$39.1K -$5.03K -146 -11%

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.