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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
MSCM
2626
McElhenny Sheffield Capital Management
Texas
$37.7K +$39.2K +1,139 New
TIM
2627
Tortoise Investment Management
New York
$37.5K -$3.44K -100 -8%
MS
2628
Marshall & Sullivan
Washington
$37.5K +$39K +1,133 New
MFG
2629
Mendota Financial Group
Wisconsin
$36.3K +$37.7K +1,095 New
WR
2630
WD Rutherford
Oregon
$36.1K
GFWA
2631
Grey Fox Wealth Advisors
Delaware
$35.1K +$36.5K +1,061 New
MWM
2632
Mascoma Wealth Management
New Hampshire
$35K -$8.4K -244 -19%
TCWA
2633
Ten Capital Wealth Advisors
Washington
$34.8K -$3.86K -112 -10%
LFA
2634
Level Financial Advisors
New York
$34K +$861 +25 +2%
RTL
2635
Red Tortoise LLC
Georgia
$33.7K +$35.1K +1,018 New
AWM
2636
Avondale Wealth Management
Texas
$33.1K
PCC
2637
Park Circle Company
Maryland
$33.1K
CWAF
2638
Core Wealth Advisors (Florida)
Florida
$32.8K +$34 +1 +0.1%
TC
2639
Truvestments Capital
Florida
$32.2K +$1.58K +46 +5%
ST
2640
Sageworth Trust
Pennsylvania
$32K
NC
2641
NewSquare Capital
Pennsylvania
$31.5K -$19.2K -558 -37%
GFL
2642
Granite FO LLC
New Hampshire
$29.2K +$26.6K +772 New
RG
2643
Richelieu Gestion
France
$29K
LWA
2644
Lowe Wealth Advisors
Maryland
$28.8K
MG
2645
MilWealth Group
Wisconsin
$28.5K
MFA
2646
McClarren Financial Advisors
Pennsylvania
$27K +$517 +15 +2%
DCM
2647
Disciplina Capital Management
Tennessee
$26.9K
MDCM
2648
Morgan Dempsey Capital Management
Wisconsin
$26.5K
IFAM
2649
Institutional & Family Asset Management
Colorado
$26.4K -$18.8K -546 -41%
TLA
2650
Tanglewood Legacy Advisors
Texas
$25.7K +$26.7K +775 New

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.