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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
HCP
451
Holt Capital Partners
Texas
$12.8M +$11.3M +329,357 +571%
EWM
452
Endurance Wealth Management
Rhode Island
$12.8M +$175K +5,089 +1%
JAM
453
Jupiter Asset Management
United Kingdom
$12.7M -$3.42M -99,170 -21%
PMAM
454
Picton Mahoney Asset Management
Ontario, Canada
$12.5M +$13M +378,533 New
GA
455
GFS Advisors
Texas
$12.5M -$191K -5,550 -1%
HR
456
Howe & Rusling
New York
$12.5M -$578K -16,791 -4%
AFCM
457
Applied Finance Capital Management
Puerto Rico
$12.4M +$12.9M +375,645 New
SC
458
SouthState Corp
Florida
$12.4M +$135K +3,922 +1%
Jones Financial Companies
459
Jones Financial Companies
Missouri
$12.4M +$557K +16,167 +5%
ABC
460
Associated Banc-Corp
Wisconsin
$12.3M +$182K +5,289 +1%
OMC
461
Overbrook Management Corp
New York
$12.3M +$12.8M +371,600 New
VPIM
462
Vanguard Personalized Indexing Management
California
$12.3M +$318K +9,224 +3%
ISL
463
Ingalls & Snyder LLC
New York
$12.2M -$502K -14,564 -4%
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$12.2M -$723K -20,978 -4%
ACA
465
Aptus Capital Advisors
Alabama
$12.2M -$381K -11,056 -3%
NB
466
Norinchukin Bank
Japan
$12.2M -$3.96M -114,998 -24%
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$12M -$32.7K -948 -0.3%
IAS
468
IMA Advisory Services
Colorado
$12M
PTC
469
Philadelphia Trust Company
Pennsylvania
$12M -$615K -17,841 -5%
BF
470
BOK Financial
Oklahoma
$11.9M -$1.23M -35,732 -9%
LW
471
Linscomb Wealth
Texas
$11.9M +$175K +5,078 +1%
BCV
472
Banque Cantonale Vaudoise
Switzerland
$11.7M -$1.37M -39,722 -10%
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$11.7M -$872K -25,314 -7%
PHM
474
Prospect Hill Management
New Jersey
$11.7M -$17.2K -500 -0.1%
QI
475
QV Investors
Alberta, Canada
$11.7M +$2.49M +72,150 +26%

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.