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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
PWW
601
Pettyjohn Wood & White
Virginia
$7.5M -$37.9K -1,100 -0.5%
GAB
602
German American Bancorp
Indiana
$7.47M -$299K -8,669 -4%
BCM
603
Bluefin Capital Management
New York
$7.46M -$12.9M -373,959 -62%
AAS
604
Avantax Advisory Services
Texas
$7.42M -$1.61M -46,664 -17%
RWP
605
RWA Wealth Partners
Massachusetts
$7.41M +$265K +7,683 +4%
ICP
606
Ironvine Capital Partners
Nebraska
$7.39M
LWANC
607
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M +$57K +1,655 +0.8%
ZIG
608
Zuckerman Investment Group
Illinois
$7.31M +$1.61M +46,689 +27%
SPC
609
Sigma Planning Corp
Michigan
$7.3M +$367K +10,655 +5%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$7.27M +$1.7M +49,257 +29%
Verition Fund Management
611
Verition Fund Management
Connecticut
$7.26M -$2.7M -78,339 -26%
1IA
612
1834 Investment Advisors
Wisconsin
$7.26M -$534K -15,500 -7%
FAB
613
First American Bank
Illinois
$7.25M -$1.46M -42,281 -16%
NMIMC
614
Northwestern Mutual Investment Management Company
Wisconsin
$7.25M -$1.41M -40,893 -16%
HVIA
615
Hudson Valley Investment Advisors
New York
$7.24M +$81K +2,352 +1%
BDA
616
Borer Denton & Associates
Pennsylvania
$7.22M +$61.1K +1,775 +0.8%
APA
617
Astoria Portfolio Advisors
New York
$7.17M -$30.4K -882 -0.4%
GLR
618
Great Lakes Retirement
Ohio
$7.15M +$7.43M +215,736 New
KHLMVGHM
619
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.14M
VAS
620
Vestmark Advisory Solutions
Massachusetts
$7.12M -$1.77M -51,501 -19%
BS
621
Banco Santander
Spain
$7.11M -$269K -7,809 -4%
RJT
622
Raymond James Trust
Florida
$7.08M +$286K +8,314 +4%
SW
623
SVB Wealth
Massachusetts
$7.04M -$2.19M -63,628 -23%
NIM
624
Northeast Investment Management
Massachusetts
$6.98M +$8.27K +240 +0.1%
PWP
625
Perfromance Wealth Partners
Illinois
$6.97M -$1.05M -30,421 -13%

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.