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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
RC
401
RegentAtlantic Capital
New Jersey
$16M -$104K -2,882 -0.6%
JIC
402
Johnson Investment Counsel
Ohio
$16M -$10.1M -279,959 -35%
WorldQuant Millennium Advisors
403
WorldQuant Millennium Advisors
New York
$15.8M +$7.42M +206,152 +68%
DIA
404
Dana Investment Advisors
Wisconsin
$15.8M +$1.57M +43,487 +9%
BSW
405
Buckingham Strategic Wealth
Missouri
$15.7M +$14.6M +406,040 +408%
GC
406
Gillson Capital
Illinois
$15.7M -$11.1M -309,229 -38%
LS
407
Livforsakringsbolaget Skandia
Sweden
$15.7M -$987K -27,400 -5%
IPAM
408
ICICI Prudential Asset Management
India
$15.7M
PE
409
Point72 Europe
United Kingdom
$15.6M +$15.5M +431,400 +612%
SAM
410
SP Asset Management
California
$15.6M +$1.21M +33,537 +7%
CIA
411
Capital Investment Advisors
Georgia
$15.6M +$177K +4,922 +1%
JMFC
412
J.M. Forbes & Co
Massachusetts
$15.5M +$10.2K +284 +0.1%
EAM
413
EULAV Asset Management
Florida
$15.4M -$3.78M -105,000 -18%
TA
414
TruWealth Advisors
Louisiana
$15.4M +$3.02M +83,807 +20%
Cetera Investment Advisers
415
Cetera Investment Advisers
Illinois
$15.4M +$3.27M +90,751 +23%
SQA
416
Simon Quick Advisors
New Jersey
$15.3M -$32.2K -894 -0.2%
KAS
417
Kestra Advisory Services
Texas
$15.1M +$4.25M +117,928 +32%
IUHSA
418
Itau Unibanco Holding S.A.
Brazil
$15.1M +$11.2M +312,101 +180%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$15M +$14.4K +400 +0.1%
FBA
420
Front Barnett Associates
Illinois
$14.8M +$40.9K +1,135 +0.2%
PTC
421
Philadelphia Trust Company
Pennsylvania
$14.8M +$2.88M +80,020 +20%
NWM
422
Nicola Wealth Management
British Columbia, Canada
$14.5M +$3.93M +109,200 +31%
CW
423
Connectus Wealth
Ohio
$14.3M +$13.1M +364,838 +381%
MIA
424
MMBG Investment Advisors
Florida
$14.3M +$942K +26,155 +6%
OCAM
425
Onex Canada Asset Management
Ontario, Canada
$14.1M -$978K -27,172 -6%

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.