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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
FNT
576
First National Trust
Pennsylvania
$8.17M +$119K +3,461 +1%
PE
577
Point72 Europe
United Kingdom
$8.16M -$10.4M -302,742 -55%
Assenagon Asset Management
578
Assenagon Asset Management
Luxembourg
$8.14M +$1.45M +42,139 +21%
MAM
579
Mark Asset Management
New York
$8.13M -$2.66M -77,179 -24%
Fayez Sarofim & Co
580
Fayez Sarofim & Co
Texas
$8.13M -$831K -24,114 -9%
WIA
581
Westbourne Investment Advisors
Maryland
$8.08M -$64.9K -1,884 -0.8%
CA
582
Commerzbank Aktiengesellschaft
Germany
$8.06M +$159K +4,622 +2%
BRWA
583
B. Riley Wealth Advisors
Florida
$8.05M +$745K +21,616 +10%
CIS
584
Capital International Sarl
California
$8.05M +$1.26M +36,487 +18%
TCM
585
Tufton Capital Management
Maryland
$8.02M -$95.4K -2,770 -1%
BFS
586
Bard Financial Services
Connecticut
$8.02M -$861 -25 -0%
DA
587
DCF Advisers
Connecticut
$7.95M +$3.1M +90,000 +60%
TNBTD
588
Trustmark National Bank Trust Department
Mississippi
$7.94M -$196K -5,688 -2%
V
589
Veritable
Delaware
$7.92M +$165K +4,791 +2%
DA
590
DCM Advisors
New York
$7.82M +$3.73M +108,160 +85%
SAM
591
Shell Asset Management
Netherlands
$7.8M -$1.77M -51,273 -18%
BCM
592
Blume Capital Management
California
$7.77M +$509K +14,791 +7%
SAM
593
Socorro Asset Management
Texas
$7.74M -$327K -9,498 -4%
AIA
594
Allied Investment Advisors
Montana
$7.71M +$196K +5,695 +3%
ACIM
595
Azimuth Capital Investment Management
Michigan
$7.68M -$333K -9,676 -4%
GIP
596
Greatmark Investment Partners
Georgia
$7.65M -$477K -13,849 -6%
VIG
597
Vienna Insurance Group
Poland
$7.64M
EVM
598
Evelyn V. Moreno
$7.62M +$4.03M +116,898 +103%
WBG
599
Wharton Business Group
Pennsylvania
$7.56M +$59K +1,712 +0.8%
ATC
600
Argent Trust Co
Tennessee
$7.52M -$152K -4,403 -2%

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.