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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
MA
426
Montag & Associates
Georgia
$14M -$772K -21,442 -5%
NAM
427
NorthCrest Asset Manangement
Minnesota
$14M +$337K +9,355 +2%
Kovitz Investment Group Partners
428
Kovitz Investment Group Partners
Illinois
$14M +$755K +20,973 +5%
PIP
429
PB Investment Partners
California
$14M +$3.97M +110,149 +33%
CG
430
Colony Group
Massachusetts
$13.9M +$2.62M +72,804 +19%
NA
431
NewEdge Advisors
Louisiana
$13.8M +$1.36M +37,662 +9%
MGIA
432
Matthew Goff Investment Advisor
Texas
$13.8M +$798K +22,167 +5%
AWCI
433
Alpine Woods Capital Investors
New York
$13.7M +$3.34M +92,898 +27%
Capstone Investment Advisors
434
Capstone Investment Advisors
New York
$13.7M -$872K -24,224 -5%
JEST
435
JTC Employer Solutions Trustee
Jersey
$13.6M
GC
436
Guggenheim Capital
Illinois
$13.6M -$3.81M -105,895 -19%
SCA
437
Stieven Capital Advisors
Missouri
$13.5M -$1.98M -55,034 -11%
EIP
438
Easterly Investment Partners
Massachusetts
$13.4M +$1.26M +34,975 +9%
DADC
439
D.A. Davidson & Co
Montana
$13.4M +$412K +11,436 +3%
AWS
440
Atria Wealth Solutions
New York
$13.4M +$3.18M +88,425 +27%
GIA
441
Guyasuta Investment Advisors
Pennsylvania
$13.3M +$684K +19,011 +5%
Sanders Capital
442
Sanders Capital
Florida
$13.2M
TSW
443
Thompson Siegel & Walmsley
Virginia
$13.2M +$1.46M +40,625 +11%
MVP
444
Miller Value Partners
Florida
$13.1M -$139K -3,867 -0.9%
MLICM
445
Metropolitan Life Insurance Company (MetLife)
New York
$13.1M -$418K -11,622 -3%
PHK
446
Point72 Hong Kong
Hong Kong
$13.1M +$15.1M +420,470 New
NB
447
Norinchukin Bank
Japan
$13M +$4.6M +127,695 +44%
NFC
448
Northeast Financial Consultants
Connecticut
$12.9M +$533K +14,809 +4%
PR
449
Payden & Rygel
California
$12.8M -$5.89M -163,600 -28%
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$12.7M +$204K +5,675 +1%

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.