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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
MTC
2751
McDaniel Terry & Co
Texas
-$258K -6,255 Closed
JSA
2752
Jacobson & Schmitt Advisors
Wisconsin
-$258K -6,250 Closed
PAS
2753
Professional Advisory Services
Florida
-$257K -6,242 Closed
HCM
2754
Hengehold Capital Management
Ohio
-$254K -6,174 Closed
SL
2755
Salomon & Ludwin
Virginia
-$254K -6,166 Closed
MFG
2756
Monte Financial Group
Connecticut
-$253K -6,138 Closed
AIM
2757
AHL Investment Management
Florida
-$252K -6,121 Closed
IC
2758
Inverness Counsel
New York
-$252K -6,104 Closed
PWM
2759
PRW Wealth Management
Massachusetts
-$251K -6,073 Closed
WS
2760
Wela Strategies
Georgia
-$250K -6,073 Closed
CPA
2761
Capital Performance Advisors
California
-$250K -6,058 Closed
TPW
2762
TL Private Wealth
Texas
-$226K -6,026 Closed
MWA
2763
Monograph Wealth Advisors
California
-$248K -6,018 Closed
MJB
2764
Mark J. Bradley
-$247K -6,000 Closed
PCM
2765
Palisade Capital Management
New Jersey
-$247K -6,000 Closed
VC
2766
Veery Capital
Delaware
-$247K -6,000 Closed
EAM
2767
Evanson Asset Management
California
-$246K -5,968 Closed
BCFS
2768
Butensky & Cohen Financial Security
Florida
-$246K -5,961 Closed
MCA
2769
Magnolia Capital Advisors
Mississippi
-$245K -5,939 Closed
CPA
2770
Cardiff Park Advisors
California
-$245K -5,933 Closed
WAL
2771
W Advisors LLC
Tennessee
-$244K -5,923 Closed
SAMC
2772
Spectrum Asset Management (California)
California
-$244K -5,920 Closed
CCM
2773
Cohen Capital Management
California
-$244K -5,910 Closed
ADBIC
2774
A.D. Beadell Investment Counsel
Wisconsin
-$243K -5,902 Closed
SRC
2775
Sage Rhino Capital
California
-$243K -5,900 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.