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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
KPWS
526
Kestra Private Wealth Services
Texas
$9.55M -$340K -9,879 -3%
BFS
527
Bradley Foster & Sargent
Connecticut
$9.43M -$55.7K -1,618 -0.6%
CM
528
Capula Management
Cayman Islands
$9.43M -$6.58M -190,905 -40%
BG
529
Bollard Group
Massachusetts
$9.36M -$39K -1,131 -0.4%
BBHC
530
Brown Brothers Harriman & Co
New York
$9.35M +$1.21M +34,995 +14%
FPCG
531
Fort Pitt Capital Group
Pennsylvania
$9.34M +$539K +15,656 +6%
Capital Fund Management (CFM)
532
Capital Fund Management (CFM)
France
$9.32M -$17.2M -498,120 -64%
HWM
533
HB Wealth Management
Georgia
$9.31M +$4.21M +122,250 +77%
CTC
534
Central Trust Company
Missouri
$9.29M +$485K +14,095 +5%
FCH
535
Freestone Capital Holdings
Washington
$9.25M +$166K +4,816 +2%
EIA
536
Edgemoor Investment Advisors
Maryland
$9.25M -$311K -9,021 -3%
BOTW
537
Bank of the West
California
$9.24M -$61.2K -1,777 -0.6%
JPMIA
538
J.P. Marvel Investment Advisors
Massachusetts
$9.23M -$1.89K -55 -0%
CAM
539
Cresset Asset Management
Illinois
$9.22M -$275K -7,979 -3%
TIM
540
Thompson Investment Management
Wisconsin
$9.18M -$85.8K -2,490 -0.9%
NCM
541
Novare Capital Management
North Carolina
$9.16M -$583K -16,914 -6%
LDFR
542
Lehman & Derafelo Financial Resources
Pennsylvania
$9.11M +$61.7K +1,790 +0.7%
PI
543
PGGM Investments
Netherlands
$9.08M -$346K -10,056 -4%
VI
544
Vestcor Inc
New Brunswick, Canada
$9.05M +$1.93M +55,927 +26%
PGIM
545
Pacific Global Investment Management
California
$9.03M +$183K +5,315 +2%
CCM
546
Channing Capital Management
Illinois
$9.02M +$697K +20,235 +8%
IMRF
547
Illinois Municipal Retirement Fund
Illinois
$9M +$297K +8,616 +3%
RSWM
548
Robertson Stephens Wealth Management
California
$8.98M -$1.14M -33,009 -11%
FA
549
Fiduciary Alliance
South Carolina
$8.94M +$9.3M +270,015 New
ERIM
550
Eagle Ridge Investment Management
Connecticut
$8.89M -$62.4K -1,811 -0.7%

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.