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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
BAMF
526
BI Asset Management Fondsmaeglerselskab
Denmark
$9.22M -$8.44M -234,334 -44%
FCH
527
Freestone Capital Holdings
Washington
$9.2M -$1.2M -33,244 -10%
YC
528
Yarbrough Capital
Tennessee
$9.19M
LI
529
LMCG Investments
Massachusetts
$9.17M +$1.03M +28,631 +11%
CK
530
Cohen Klingenstein
New York
$8.99M +$72 +2 +0%
KPWS
531
Kestra Private Wealth Services
Texas
$8.99M +$266K +7,397 +3%
EIA
532
Edgemoor Investment Advisors
Maryland
$8.98M -$89.4K -2,484 -0.9%
AP
533
Advisor Partners
California
$8.97M +$56.4K +1,566 +0.5%
MCM
534
Maryland Capital Management
Maryland
$8.95M -$87.5K -2,431 -0.8%
CAN
535
Cetera Advisor Networks
California
$8.95M -$489K -13,568 -5%
AI
536
Atria Investments
North Carolina
$8.93M +$58.4K +1,621 +0.6%
USCWA
537
U.S. Capital Wealth Advisors
Texas
$8.91M -$957K -26,579 -8%
TNBTD
538
Trustmark National Bank Trust Department
Mississippi
$8.87M -$2.35M -65,266 -19%
QIM
539
Quantitative Investment Management
Virginia
$8.86M +$10.3M +284,724 New
BFS
540
Bradley Foster & Sargent
Connecticut
$8.81M -$135K -3,736 -1%
BG
541
Bollard Group
Massachusetts
$8.77M +$46.6K +1,294 +0.5%
GAM
542
Griffin Asset Management
New York
$8.72M +$48.8K +1,355 +0.5%
JPMIA
543
J.P. Marvel Investment Advisors
Massachusetts
$8.68M -$63.7K -1,770 -0.6%
USAA
544
United Services Automobile Association
Texas
$8.61M +$9.18M +254,979 +1,175%
SWP
545
Stratos Wealth Partners
Ohio
$8.6M +$490K +13,616 +5%
7CM
546
7G Capital Management
New York
$8.56M +$2.7M +75,000 +38%
AHC
547
Anderson Hoagland & Co
Missouri
$8.56M +$10.6K +294 +0.1%
CI
548
Capital International
California
$8.55M
Fayez Sarofim & Co
549
Fayez Sarofim & Co
Texas
$8.54M +$9.83K +273 +0.1%
MWM
550
Madison Wealth Management
Ohio
$8.48M -$128K -3,557 -1%

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.