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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
ELC
351
Edgar Lomax Company
Virginia
$20.3M +$641K +17,800 +3%
CGM
352
Capital Growth Management
Massachusetts
$20.2M -$4.32M -120,000 -16%
X
353
Xponance
Pennsylvania
$20.1M -$1.57M -43,720 -6%
WMSA
354
Weiss Multi-Strategy Advisers
New York
$20.1M -$2.36M -65,684 -9%
NP
355
NS Partners
United Kingdom
$20.1M -$740K -20,555 -3%
RFC
356
Regions Financial Corp
Alabama
$19.9M -$10.4M -290,058 -31%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$19.9M -$2.33M -64,638 -9%
LCM
358
Laurion Capital Management
New York
$19.8M -$6.04M -167,628 -21%
CGH
359
Crossmark Global Holdings
Texas
$19.7M -$1.32M -36,580 -5%
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$19.7M -$216K -6,008 -0.9%
PA
361
Pinnacle Associates
New York
$19.6M +$2.32M +64,486 +11%
MPM
362
MBB Public Markets
Illinois
$19.5M +$5.17M +143,619 +30%
CFB
363
Cullen/Frost Bankers
Texas
$19.3M -$3.26M -90,682 -13%
RMA
364
Roffman Miller Associates
Pennsylvania
$19.2M +$547K +15,181 +3%
FLPIM
365
F.L. Putnam Investment Management
Massachusetts
$19.1M -$4.21M -116,907 -16%
SIG
366
Stonegate Investment Group
Alabama
$19.1M +$1.85M +51,450 +9%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$18.7M +$425K +11,796 +2%
PAM
368
Private Asset Management
California
$18.7M -$339K -9,423 -2%
MLL
369
Moody Lynn & Lieberson
Massachusetts
$18.6M +$190K +5,270 +0.9%
AT
370
Arvest Trust
Oklahoma
$18.5M -$199K -5,536 -0.9%
BCP
371
Blue Chip Partners
Michigan
$18.3M +$557K +15,472 +3%
HIMC
372
Heritage Investors Management Corp
Maryland
$18.2M +$1.11M +30,703 +6%
SAM
373
Securian Asset Management
Minnesota
$18.2M -$189K -5,240 -0.9%
UCFA
374
United Capital Financial Advisors
Texas
$18.2M +$1.24M +34,495 +6%
MIH
375
Meitav Investment House
Israel
$18.2M -$38.4M -1,067,461 -65%

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.