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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
LOPW
476
Live Oak Private Wealth
North Carolina
$11.5M +$880K +24,437 +7%
CWM
477
Congress Wealth Management
Massachusetts
$11.5M +$338K +9,376 +3%
HT
478
HAP Trading
New York
$11.5M -$1.89M -52,380 -12%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$11.4M -$111K -3,082 -0.8%
SAM
480
Shell Asset Management
Netherlands
$11.4M +$2.37M +65,693 +22%
Balyasny Asset Management
481
Balyasny Asset Management
Illinois
$11.2M -$64.2M -1,782,884 -83%
ABC
482
Associated Banc-Corp
Wisconsin
$11.2M +$142K +3,941 +1%
NCM
483
Novare Capital Management
North Carolina
$11.2M +$373K +10,369 +3%
CIA
484
CCM Investment Advisers
South Carolina
$11.1M -$1.22K -34 -0%
AAM
485
Advisors Asset Management
Colorado
$11M -$2.51M -69,694 -16%
PHM
486
Prospect Hill Management
New Jersey
$11M -$90K -2,500 -0.7%
GLAM
487
Gardner Lewis Asset Management
Pennsylvania
$11M +$31.3K +870 +0.2%
CIM
488
Caldwell Investment Management
Ontario, Canada
$10.9M
VC
489
Vestor Capital
Illinois
$10.8M -$13.5M -373,778 -52%
ECM
490
Estabrook Capital Management
New York
$10.8M -$12.1K -337 -0.1%
LW
491
Linscomb Wealth
Texas
$10.8M -$10.6K -295 -0.1%
TRCT
492
Tower Research Capital (TRC)
New York
$10.8M -$26M -722,338 -68%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$10.7M +$86.6K +2,405 +0.7%
H
494
HoyleCohen
California
$10.6M +$654K +18,158 +6%
AAM
495
Auxier Asset Management
Oregon
$10.6M +$72 +2 +0%
WAM
496
Wallington Asset Management
Indiana
$10.5M +$110K +3,046 +0.9%
Lido Advisors
497
Lido Advisors
California
$10.4M +$1.49M +41,251 +14%
DR
498
Davis Rea
Ontario, Canada
$10.3M +$10.3M +285,558 +614%
BMSSC
499
B. Metzler seel. Sohn & Co
Germany
$10.2M -$118M -3,267,691 -91%
EOJOAM
500
E. Ohman J:or Asset Management
Sweden
$10.1M -$432K -12,000 -4%

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.