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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
RFC
401
Regions Financial Corp
Alabama
$16.5M -$2.08M -60,394 -11%
Kovitz Investment Group Partners
402
Kovitz Investment Group Partners
Illinois
$16.4M +$935K +27,146 +6%
BBVA
403
Banco Bilbao Vizcaya Argentaria
Spain
$16.2M +$1.9M +55,306 +13%
TBC
404
Tweedy, Browne Co
Connecticut
$16.2M -$43.2M -1,255,310 -72%
ACM
405
Aquatic Capital Management
Illinois
$16.1M +$16.8M +487,200 New
PIP
406
PB Investment Partners
California
$16M
DIA
407
Dana Investment Advisors
Wisconsin
$15.9M +$514K +14,916 +3%
AssetMark Inc
408
AssetMark Inc
California
$15.9M +$2.2M +64,003 +15%
PI
409
PEAK6 Investments
Illinois
$15.8M +$16.4M +476,988 New
FBA
410
Front Barnett Associates
Illinois
$15.8M -$16.7K -486 -0.1%
Optiver Holding
411
Optiver Holding
Netherlands
$15.7M +$16.3M +474,011 New
UCFA
412
United Capital Financial Advisors
Texas
$15.7M -$324K -9,413 -2%
DADC
413
D.A. Davidson & Co
Montana
$15.6M +$437K +12,700 +3%
MIA
414
MMBG Investment Advisors
Florida
$15.5M +$278K +8,080 +2%
CW
415
Connectus Wealth
Ohio
$15.5M -$86.4K -2,509 -0.5%
FFM
416
Fullerton Fund Management
Singapore
$15.3M +$4.38M +127,131 +38%
NWM
417
Nicola Wealth Management
British Columbia, Canada
$15.1M -$706K -20,500 -4%
OCAM
418
Onex Canada Asset Management
Ontario, Canada
$15M +$197K +5,721 +1%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$14.9M +$124K +3,600 +0.8%
MGIA
420
Matthew Goff Investment Advisor
Texas
$14.9M +$105K +3,062 +0.7%
MA
421
Montag & Associates
Georgia
$14.9M +$109K +3,150 +0.7%
SQA
422
Simon Quick Advisors
New Jersey
$14.8M -$912K -26,492 -6%
NAM
423
NorthCrest Asset Manangement
Minnesota
$14.7M -$402K -11,678 -3%
JIC
424
Johnson Investment Counsel
Ohio
$14.5M -$1.59M -46,274 -10%
Vontobel Holding
425
Vontobel Holding
Switzerland
$14.5M +$1.27M +36,925 +9%

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.