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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
Goldman Sachs
26
Goldman Sachs
New York
$980M +$111M +3,096,104 +11%
UBS AM
27
UBS AM
Illinois
$979M +$91.1M +2,531,320 +9%
Franklin Resources
28
Franklin Resources
California
$938M +$100M +2,776,655 +10%
PI
29
Putnam Investments
Massachusetts
$934M -$24.5M -680,242 -2%
ClearBridge Investments
30
ClearBridge Investments
New York
$932M +$61.7M +1,713,789 +6%
Primecap Management
31
Primecap Management
California
$811M -$149M -4,138,765 -14%
Wells Fargo
32
Wells Fargo
California
$804M -$28.6M -793,451 -3%
UBS Group
33
UBS Group
Switzerland
$740M +$32.4M +899,717 +4%
Bessemer Group
34
Bessemer Group
New Jersey
$733M -$44.5M -1,235,849 -5%
Barclays
35
Barclays
United Kingdom
$732M -$313M -8,685,604 -27%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$731M -$2.36B -65,662,892 -74%
NEAM
37
New England Asset Management
Connecticut
$708M
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$671M +$13M +360,643 +2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$640M -$15.5M -431,677 -2%
Boston Partners
40
Boston Partners
Massachusetts
$602M +$958K +26,612 +0.1%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$580M +$16.3M +451,711 +2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$516M +$395M +10,975,920 +196%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$509M +$42.4M +1,178,683 +8%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$508M -$82.5M -2,291,329 -12%
Capital International Investors
45
Capital International Investors
California
$466M -$58.9M -1,636,609 -10%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$456M -$9.04M -251,168 -2%
HCM
47
Himalaya Capital Management
Washington
$454M
Bank of America
48
Bank of America
North Carolina
$434M +$173M +4,806,086 +53%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$424M -$29.2M -811,535 -6%
Principal Financial Group
50
Principal Financial Group
Iowa
$424M +$48.3M +1,342,498 +11%

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.