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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
WI
626
Wintrust Investments
Illinois
$6.94M -$1.97M -57,296 -21%
TI
627
tru Independence
Oregon
$6.93M +$168K +4,889 +2%
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$6.88M +$96.3K +2,796 +1%
Millennium Management
629
Millennium Management
New York
$6.87M -$93.9M -2,725,188 -93%
MGP
630
Metis Global Partners
California
$6.87M +$2.9M +84,192 +68%
IWC
631
Integrated Wealth Concepts
Massachusetts
$6.77M +$358K +10,390 +5%
VanEck Associates
632
VanEck Associates
New York
$6.76M +$6.2M +179,875 +745%
Impax Asset Management Group
633
Impax Asset Management Group
United Kingdom
$6.74M -$1.22M -35,518 -15%
SCP
634
Stamos Capital Partners
California
$6.72M -$5.39M -156,560 -44%
WPA
635
Winning Points Advisors
Florida
$6.71M -$215K -6,250 -3%
CIC
636
Carnegie Investment Counsel
Ohio
$6.71M +$2.2M +63,940 +46%
PAG
637
Private Advisory Group
Washington
$6.7M -$136K -3,950 -2%
CIG
638
Consolidated Investment Group
Colorado
$6.69M -$3.44M -100,000 -33%
HSA
639
HBK Sorce Advisory
Pennsylvania
$6.68M +$3.69M +107,069 +113%
SC
640
Searle & Co
Connecticut
$6.66M
WAS
641
WESPAC Advisors SoCal
California
$6.66M +$33.3K +968 +0.5%
EWM
642
Evercore Wealth Management
New York
$6.64M +$1.11M +32,081 +19%
PCM
643
PAR Capital Management
Massachusetts
$6.62M
HCM
644
Harvey Capital Management
Florida
$6.62M +$1.25M +36,415 +22%
NEI
645
Northwest & Ethical Investments
Ontario, Canada
$6.61M +$121K +3,500 +2%
VVP
646
Venture Visionary Partners
Ohio
$6.59M +$345K +10,023 +5%
PBC
647
Pavion Blue Capital
California
$6.58M -$69.1K -2,007 -1%
FA
648
Financial Avengers
California
$6.57M -$2.2K -64 -0%
AF
649
Allworth Financial
California
$6.54M -$97.1K -2,818 -1%
CCM
650
Coldstream Capital Management
Washington
$6.53M +$6.79M +197,194 New

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.