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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
SKK
2801
Shepherd Kaplan Krochuk
Massachusetts
-$254K -8,400 Closed
RWM
2802
RKL Wealth Management
Pennsylvania
-$250K -8,286 Closed
PTC
2803
Petrus Trust Company
Texas
-$229K -7,593 Closed
MPW
2804
MGO Private Wealth
California
-$225K -7,449 Closed
AIA
2805
Alera Investment Advisors
Illinois
-$218K -7,213 Closed
RFA
2806
RTD Financial Advisors
Pennsylvania
-$217K -7,175 Closed
NWM
2807
Northwest Wealth Management
Iowa
-$216K -7,160 Closed
WWA
2808
WCG Wealth Advisors
Nevada
-$286K -7,082 Closed
RCM
2809
Requisite Capital Management
Texas
-$213K -7,039 Closed
CNWM
2810
Clay Northam Wealth Management
California
-$211K -6,984 Closed
CWA
2811
Clarity Wealth Advisors
California
-$208K -6,896 Closed
SHWM
2812
Smith & Howard Wealth Management
Georgia
-$208K -6,895 Closed
F
2813
F3Logic
Minnesota
-$206K -6,827 Closed
ZF
2814
Zhang Financial
Michigan
-$206K -6,811 Closed
IFA
2815
Index Fund Advisors
California
-$204K -6,757 Closed
OTPPB
2816
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203K -6,733 Closed
NB
2817
Northwest Bancshares
Pennsylvania
-$203K -6,730 Closed
SFO
2818
Standard Family Office
South Dakota
-$191K -6,337 Closed
EIP
2819
Ellis Investment Partners
Pennsylvania
-$190K -6,312 Closed
GWSG
2820
GPS Wealth Strategies Group
Colorado
-$167K -5,525 Closed
BWFA
2821
Baltimore-Washington Financial Advisors
Maryland
-$299K -5,229 Closed
ODG
2822
O'Dell Group
Ohio
-$106K -3,512 Closed
ARIS
2823
Advanced Research Investment Solutions
California
-$87K -2,880 Closed
DBG
2824
De Burlo Group
Massachusetts
-$85.5K -2,832 Closed
GIA
2825
Goodwin Investment Advisory
Georgia
-$81K -2,691 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.