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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
TIP
551
Torray Investment Partners
Maryland
$8.47M +$1.66M +46,211 +20%
FAB
552
First American Bank
Illinois
$8.47M -$486K -13,492 -5%
PWP
553
Perfromance Wealth Partners
Illinois
$8.4M -$1.28M -35,622 -12%
EAM
554
Eagle Asset Management
Florida
$8.39M -$137K -3,794 -1%
WJWM
555
Williams Jones Wealth Management
New York
$8.39M +$351K +9,744 +4%
AL
556
Arnhold LLC
New York
$8.35M +$1.3M +36,188 +16%
ERIM
557
Eagle Ridge Investment Management
Connecticut
$8.32M +$86K +2,388 +0.9%
GIM
558
Greylin Investment Management
Virginia
$8.31M -$1.51K -42 -0%
CWM
559
Calamos Wealth Management
Illinois
$8.31M -$2.52M -69,926 -21%
Impax Asset Management Group
560
Impax Asset Management Group
United Kingdom
$8.31M -$216K -6,008 -2%
LDFR
561
Lehman & Derafelo Financial Resources
Pennsylvania
$8.3M +$266K +7,398 +3%
TIM
562
Thompson Investment Management
Wisconsin
$8.3M +$320K +8,884 +3%
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$8.28M +$956K +26,566 +11%
IMRF
564
Illinois Municipal Retirement Fund
Illinois
$8.19M +$1.55M +43,106 +20%
CTC
565
Central Trust Company
Missouri
$8.17M +$186K +5,167 +2%
FCBT
566
First Citizens Bank & Trust
North Carolina
$8.15M -$350K -9,715 -4%
CII
567
Capital International Inc
California
$8.14M -$105K -2,910 -1%
NIP
568
Nicholas Investment Partners
California
$8.09M -$630K -17,500 -6%
DY
569
Dowling & Yahnke
California
$8.08M +$14.8K +412 +0.2%
PGIM
570
Pacific Global Investment Management
California
$8.02M -$108K -2,992 -1%
KAM
571
Knightsbridge Asset Management
California
$7.99M +$4.6M +127,651 +99%
AIP
572
Ameritas Investment Partners
Nebraska
$7.98M +$898K +24,950 +11%
WTB
573
Washington Trust Bank
Washington
$7.95M +$143K +3,958 +2%
GVAG
574
Great Valley Advisor Group
Delaware
$7.93M +$5.24M +145,656 +133%
SAM
575
Shikiar Asset Management
New York
$7.92M +$417K +11,595 +5%

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.