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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
TL
2776
Tradewinds LLC
North Carolina
-$455K -15,056 Closed
SC
2777
Shay Capital
New York
-$453K -15,000 Closed
RIM
2778
Redwood Investment Management
Arizona
-$430K -14,236 Closed
LGA
2779
Lebenthal Global Advisors
New York
-$422K -13,981 Closed
ARMT
2780
Amica Retiree Medical Trust
Rhode Island
-$414K -13,720 Closed
AFT
2781
Alpha Family Trust
California
-$410K -13,575 Closed
CCM
2782
CTC Capital Management
Illinois
-$405K -13,400 Closed
PSF
2783
Pacific Sun Financial
California
-$393K -12,997 Closed
Hotchkis & Wiley Capital Management
2784
Hotchkis & Wiley Capital Management
California
-$390K -12,900 Closed
NWM
2785
Northcape Wealth Management
New York
-$386K -12,795 Closed
AIM
2786
Aigen Investment Management
New York
-$383K -12,667 Closed
KA
2787
Kercheville Advisors
Texas
-$356K -11,796 Closed
Tudor Investment Corp
2788
Tudor Investment Corp
Connecticut
-$349K -11,559 Closed
CAC
2789
Cowen and Company
New York
-$235K -11,425 Closed
BPFA
2790
Barnes Pettey Financial Advisors
Mississippi
-$339K -11,240 Closed
MIC
2791
Maxi Investments CY
Cyprus
-$332K -11,000 Closed
CCM
2792
Crabel Capital Management
California
-$313K -10,378 Closed
FWM
2793
Fairhaven Wealth Management
Illinois
-$302K -9,998 Closed
KLI
2794
Kelman-Lazarov Inc
Tennessee
-$293K -9,692 Closed
TCOO
2795
Trust Company of Oklahoma
Oklahoma
-$284K -9,390 Closed
AIM
2796
Allen Investment Management
New York
-$278K -9,203 Closed
OQS
2797
Occudo Quantitative Strategies
Florida
-$272K -9,020 Closed
CCP
2798
Cassia Capital Partners
North Carolina
-$267K -8,843 Closed
CCMD
2799
Cypress Capital Management (Delaware)
Delaware
-$267K -8,840 Closed
SFS
2800
Stiles Financial Services
Minnesota
-$260K -8,601 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.