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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
AAM
501
Advisors Asset Management
Colorado
$10.5M -$932K -27,058 -8%
SCM
502
Stanley Capital Management
Texas
$10.5M +$3.38M +98,000 +45%
NIP
503
Nicholas Investment Partners
California
$10.5M +$3.31M +96,118 +44%
BCM
504
Bourgeon Capital Management
Connecticut
$10.4M +$252K +7,329 +2%
CI
505
Capital International
California
$10.4M +$189K +5,498 +2%
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$10.4M -$14.5M -419,657 -57%
TCM
507
Twin Capital Management
Pennsylvania
$10.4M -$303K -8,808 -3%
LIA
508
LS Investment Advisors
Michigan
$10.3M -$256K -7,438 -2%
API
509
Advisor Partners II
California
$10.3M +$692K +20,082 +7%
MAM
510
Mastrapasqua Asset Management
Tennessee
$10.3M -$605K -17,560 -5%
EOJOAM
511
E. Ohman J:or Asset Management
Sweden
$10.3M -$124K -3,600 -1%
AI
512
Atria Investments
North Carolina
$10.3M -$419K -12,173 -4%
LI
513
LMCG Investments
Massachusetts
$10.1M -$9.71K -282 -0.1%
SCM
514
Schnieders Capital Management
California
$10.1M +$1.23M +35,739 +13%
MTIM
515
Marathon Trading Investment Management
Pennsylvania
$10M +$7.5M +217,814 +256%
AIM
516
Achmea Investment Management
Netherlands
$10M +$86.6K +2,514 +0.8%
AAS
517
Annex Advisory Services
Wisconsin
$9.99M +$2.1M +60,974 +25%
XWM
518
Xcel Wealth Management
Florida
$9.95M -$103K -3,000 -1%
7CM
519
7G Capital Management
New York
$9.94M
SFS
520
Sowell Financial Services
Arkansas
$9.91M +$10.3M +299,312 New
GAM
521
Griffin Asset Management
New York
$9.77M +$315K +9,153 +3%
YC
522
Yarbrough Capital
Tennessee
$9.77M
N
523
Natixis
France
$9.75M -$301M -8,742,619 -97%
ET
524
Equitable Trust
Tennessee
$9.57M -$457K -13,266 -4%
CK
525
Cohen Klingenstein
New York
$9.57M +$69 +2 +0%

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.