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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
FMI
251
Factory Mutual Insurance
Massachusetts
$41.9M
BHIA
252
Birch Hill Investment Advisors
Massachusetts
$41.6M +$348K +10,113 +0.8%
GA
253
Greenhaven Associates
New York
$41.5M +$43.2M +1,254,500 New
AWM
254
AE Wealth Management
Kansas
$41.5M +$2.5M +72,721 +6%
WM
255
Wishbone Management
Illinois
$41.4M +$43.1M +1,250,000 New
URS
256
Utah Retirement Systems
Utah
$41.3M -$400K -11,600 -0.9%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$41.1M +$6.19M +179,849 +17%
FAF
258
Fjarde Ap-fonden
Sweden
$40.9M -$3.09M -89,700 -7%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$40.3M -$259K -7,527 -0.6%
SIC
260
Salem Investment Counselors
North Carolina
$40.3M +$435K +12,627 +1%
GIBU
261
Gulf International Bank (UK)
United Kingdom
$39.6M +$22.4K +650 +0.1%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$39.5M -$8.72M -253,237 -17%
YCM
263
Yousif Capital Management
Michigan
$39.5M +$1.25M +36,216 +3%
SM
264
Salzhauer Michael
$39.3M +$276K +8,027 +0.7%
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.1M +$5.42M +157,258 +15%
BCM
266
Basswood Capital Management
New York
$38.5M
GI
267
GAMCO Investors
Connecticut
$38.5M -$406K -11,801 -1%
AIA
268
Avalon Investment & Advisory
Texas
$38.3M +$231K +6,701 +0.6%
WPC
269
Waters Parkerson & Co
Louisiana
$38.1M +$145K +4,213 +0.4%
SCP
270
Seizert Capital Partners
Michigan
$38M -$48.5K -1,408 -0.1%
WF
271
Welch & Forbes
Massachusetts
$38M -$147K -4,255 -0.4%
TH
272
TCTC Holdings
Texas
$37.4M +$121K +3,500 +0.3%
UIM
273
USS Investment Management
United Kingdom
$36.5M -$2.51M -73,000 -6%
NYLIM
274
New York Life Investment Management
New York
$36.5M -$80.2K -2,328 -0.2%
BTCPP
275
Border to Coast Pensions Partnership
United Kingdom
$36.1M -$4.82M -140,000 -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.