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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
BCA
2826
Bray Capital Advisors
Florida
-$79K -2,620 Closed
EC
2827
Estate Counselors
Wisconsin
-$71K -2,384 Closed
TIM
2828
Tevis Investment Management
Texas
-$68K -2,259 Closed
PFT
2829
Providence First Trust
Arizona
-$60K -2,000 Closed
T2I
2830
Turim 21 Investimentos
Brazil
-$51K -1,700 Closed
CWM
2831
Castle Wealth Management
Florida
-$51K -1,691 Closed
FCAS
2832
First Command Advisory Services
Texas
-$45.5K -1,320 -88%
OPW
2833
Oxler Private Wealth
New York
-$37.4K -1,236 Closed
FDCC
2834
Foster Dykema Cabot & Co
Massachusetts
-$30K -1,000 Closed
CP
2835
Castleview Partners
Texas
-$30K -984 Closed
SPWG
2836
Sage Private Wealth Group
Illinois
-$19K -627 Closed
BWS
2837
BCR Wealth Strategies
Alabama
-$18K -610 Closed
WFPG
2838
Waller Financial Planning Group
Ohio
-$18K -600 Closed
APW
2839
Axim Planning & Wealth
Ohio
-$12K -400 Closed
PFA
2840
Professional Financial Advisors
Nebraska
-$12K -387 Closed
NOI
2841
Newton One Investments
Delaware
-$11K -356 Closed
MS
2842
Mizuho Securities
Japan
-$11K -349 Closed
IWP
2843
IAG Wealth Partners
Wisconsin
-$7K -230 Closed
PWC
2844
PYA Waltman Capital
Tennessee
-$6K -200 Closed
MWA
2845
Moser Wealth Advisors
Washington
-$6K -195 Closed
MCM
2846
McMillion Capital Management
North Carolina
-$6K -190 Closed
ACK
2847
Andrew C. Karlinski
-$2K -55 Closed
SFCL
2848
Strengthening Families & Communities LLC
Massachusetts
+$34 +1 +25%

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.