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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
BCM
276
Basswood Capital Management
New York
$36.2M
SC
277
Shellback Capital
Massachusetts
$35.8M +$41.4M +1,150,000 New
ADEF
278
Adams Diversified Equity Fund
Maryland
$35.8M
WF
279
Welch & Forbes
Massachusetts
$35.7M +$1.27M +35,411 +3%
WPC
280
Waters Parkerson & Co
Louisiana
$35.5M +$815K +22,639 +2%
NYLIM
281
New York Life Investment Management
New York
$35M +$40.4M +1,122,792 New
TAM
282
Trillium Asset Management
Massachusetts
$34.9M +$3.83M +106,479 +11%
TH
283
TCTC Holdings
Texas
$34.8M +$501K +13,916 +1%
WA
284
WestEnd Advisors
North Carolina
$34.3M +$39.7M +1,103,234 New
Kayne Anderson Rudnick Investment Management
285
Kayne Anderson Rudnick Investment Management
California
$34.3M +$1.09M +30,329 +3%
ZIG
286
Zurich Insurance Group
Switzerland
$34.1M +$13.8M +384,562 +54%
AWM
287
AE Wealth Management
Kansas
$33.4M +$6.86M +190,612 +22%
WT
288
Washington Trust
Rhode Island
$33.1M +$245K +6,812 +0.6%
SI
289
Stephens Inc
Arkansas
$32.7M -$344K -9,541 -0.9%
TAM
290
Todd Asset Management
Kentucky
$32.3M -$148K -4,116 -0.4%
COPPSERS
291
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32.1M +$2.92M +81,181 +9%
Cerity Partners
292
Cerity Partners
New York
$32.1M +$12.2M +338,936 +49%
RC
293
RBF Capital
California
$31.9M +$612K +17,000 +2%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$31.7M -$2.91M -80,721 -7%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$31.3M +$3.9M +108,299 +12%
CS
296
Clear Street
New York
$31.2M +$36M +1,000,780 New
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$31M +$4.11M +114,151 +13%
LGF
298
LGT Group Foundation
Liechtenstein
$30.3M -$5.18M -143,940 -13%
MOACM
299
Mutual of America Capital Management
New York
$30.1M +$650K +18,055 +2%
Capital Fund Management (CFM)
300
Capital Fund Management (CFM)
France
$29.7M +$33.8M +939,394 +6,982%

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.