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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
PI
26
Putnam Investments
Massachusetts
$1.07B +$80.8M +2,347,050 +8%
ClearBridge Investments
27
ClearBridge Investments
New York
$1.01B -$12.4M -359,862 -1%
UBS AM
28
UBS AM
Illinois
$972M -$31.3M -907,858 -3%
Parnassus Investments
29
Parnassus Investments
California
$930M +$864M +25,077,300 +836%
Wells Fargo
30
Wells Fargo
California
$895M +$2.62M +75,938 +0.3%
Deutsche Bank
31
Deutsche Bank
Germany
$832M -$354M -10,266,349 -29%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$759M +$8.57M +248,756 +1%
NEAM
33
New England Asset Management
Connecticut
$754M
UBS Group
34
UBS Group
Switzerland
$751M +$34M +986,381 +5%
Bessemer Group
35
Bessemer Group
New Jersey
$747M -$2.46M -71,477 -0.3%
Fisher Asset Management
36
Fisher Asset Management
Washington
$733M +$59.9M +1,738,982 +9%
Primecap Management
37
Primecap Management
California
$720M -$99.4M -2,886,620 -12%
AllianceBernstein
38
AllianceBernstein
Tennessee
$714M +$40.1M +1,162,862 +6%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$692M -$490M -14,238,285 -41%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$687M -$15.8M -457,588 -2%
Boston Partners
41
Boston Partners
Massachusetts
$686M +$48.3M +1,403,344 +7%
Barclays
42
Barclays
United Kingdom
$682M -$41.1M -1,192,801 -5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$632M +$107M +3,102,427 +19%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$611M +$41M +1,191,406 +7%
Amundi
45
Amundi
France
$593M +$50.9M +1,478,892 +9%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$591M -$24M -697,403 -4%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$585M -$921K -26,738 -0.2%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$552M +$13.1M +379,356 +2%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$523M -$512M -14,872,705 -49%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$498M +$21.3M +617,813 +4%

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.