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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
Simplex Trading
2651
Simplex Trading
Illinois
-$13M -362,385 Closed
WIA
2652
Westbourne Investment Advisors
Maryland
-$10.6M -256,483 Closed
AP
2653
Archon Partners
New Jersey
-$10.3M -250,000 Closed
CIAS
2654
CFS Investment Advisory Services
New Jersey
-$5K -201,360 Closed
TC
2655
Tairen Capital
Hong Kong
-$7.96M -193,000 Closed
OCM
2656
One Capital Management
California
-$7.9M -191,737 Closed
ECM
2657
ExodusPoint Capital Management
New York
-$7.43M -180,231 Closed
RCAP
2658
Resolute Capital Asset Partners
Colorado
-$5.15M -125,000 Closed
Barrow, Hanley, Mewhinney & Strauss
2659
Barrow, Hanley, Mewhinney & Strauss
Texas
-$4.94M -119,804 Closed
IRF
2660
IBM Retirement Fund
New York
-$4.68M -113,487 Closed
LCM
2661
LRT Capital Management
Texas
-$4.52M -109,753 Closed
IP
2662
Interval Partners
New York
-$4.16M -100,961 Closed
JSMC
2663
Jess S. Morgan & Co
California
-$4.16M -100,837 Closed
TC
2664
TwinBeech Capital
New York
-$3.93M -95,428 Closed
QT
2665
Quantbot Technologies
New York
-$3.74M -90,662 Closed
SM
2666
Sciencast Management
New Jersey
-$3.08M -77,525 Closed
LHC
2667
Little House Capital
Massachusetts
-$2.69M -65,162 Closed
SFS
2668
Sowell Financial Services
Arkansas
-$2.42M -65,107 Closed
BFA
2669
Brendel Financial Advisors
New Hampshire
-$2.66M -64,541 Closed
CCM
2670
Campbell Capital Management
Florida
-$2.47M -60,000 Closed
AWM
2671
Avitas Wealth Management
California
-$2.4M -58,354 Closed
TPM
2672
Triasima Portfolio Management
Quebec, Canada
-$2.31M -56,010 Closed
ZCM
2673
Zenyatta Capital Management
Delaware
-$2.06M -50,000 Closed
QTM
2674
qPULA Trading Management
New York
-$2.04M -49,458 Closed
IWA
2675
IBEX Wealth Advisors
New Jersey
-$2.03M -49,201 Closed

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.