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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
2701
HighMark Wealth Management
Minnesota
$4.33K -$827 -24 -15%
CCMI
2702
Creative Capital Management Investments
California
$4K +$4.34K +126 New
GTAM
2703
Global Trust Asset Management
Florida
$3.68K +$379 +11 +11%
MYAM
2704
Meiji Yasuda Asset Management
Japan
$3.63K -$212K -6,161 -5%
GWMI
2705
Guardian Wealth Management (Illinois)
Illinois
$3.16K
KSWA
2706
Kathleen S. Wright Associates
Pennsylvania
$3K +$3.44K +100 New
LG
2707
LAM Group
Oregon
$2.85K +$2.96K +86 New
FSWA
2708
Financial Synergies Wealth Advisors
Texas
$2.15K +$379 +11 +20%
TWP
2709
TFO Wealth Partners
Ohio
$2.01K -$14.9K -432 -86%
FCA
2710
Fortis Capital Advisors
Kansas
$1.69K +$1.76K +51 New
CCM
2711
Cribstone Capital Management
Maine
$1.66K
PFG
2712
Piershale Financial Group
Illinois
$1.61K +$1.69K +49 New
CAM
2713
CenterStar Asset Management
Illinois
$1.54K
CWA
2714
Carolina Wealth Advisors
South Carolina
$1K
UIA
2715
Ulland Investment Advisors
Minnesota
$1K
CPFP
2716
Clear Perspectives Financial Planning
Ohio
$331 +$344 +10 New
WWP
2717
WR Wealth Planners
Missouri
$298
CMP
2718
Coston McIsaac & Partners
Maine
$9 +$34 +1 +0.4%
RCMU
2719
Rokos Capital Management (UK)
United Kingdom
-$79.4M -2,561,972 Closed
CA
2720
Capitolis Advisors
New York
-$30.5M -1,008,945 Closed
Renaissance Technologies
2721
Renaissance Technologies
New York
-$24M -795,066 Closed
MVP
2722
Miller Value Partners
Florida
-$12.8M -423,292 Closed
KAS
2723
Kemnay Advisory Services
New York
-$12.2M -403,685 Closed
AU
2724
Algebris (UK)
United Kingdom
-$10.2M -339,576 Closed
Walleye Trading
2725
Walleye Trading
New York
-$11.3M -328,908 Closed

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.