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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
Pacer Advisors
676
Pacer Advisors
Pennsylvania
$6.04M +$5.79M +168,165 +1,180%
VFA
677
Valeo Financial Advisors
Indiana
$6.03M +$659K +19,138 +12%
BWP
678
Baldwin Wealth Partners
Massachusetts
$6M +$625K +18,137 +11%
RWM
679
Rench Wealth Management
Texas
$6M +$61.7K +1,792 +1%
EAM
680
Erste Asset Management
Austria
$5.99M -$3.66M -106,352 -37%
BIC
681
Beach Investment Counsel
Pennsylvania
$5.98M +$3.06M +88,783 +97%
MIC
682
Means Investment Company
Maine
$5.96M -$21.4K -621 -0.3%
MGIA
683
Moneta Group Investment Advisors
Missouri
$5.94M -$383K -11,123 -6%
SCM
684
Saber Capital Management
North Carolina
$5.92M +$1.72M +49,906 +39%
FA
685
Fagan Associates
New York
$5.92M +$29.9K +869 +0.5%
RT
686
Rockland Trust
Massachusetts
$5.9M +$124K +3,590 +2%
HCM
687
Huber Capital Management
California
$5.89M +$1.14M +33,000 +23%
WC
688
Woodstock Corp
Massachusetts
$5.88M -$73.9K -2,145 -1%
HI
689
Hoey Investments
Pennsylvania
$5.86M -$1.34M -38,984 -18%
FHB
690
First Hawaiian Bank
Hawaii
$5.85M -$335K -9,720 -5%
FFBTD
691
First Financial Bank - Trust Division
Ohio
$5.84M +$70.2K +2,038 +1%
CT
692
Coastline Trust
Rhode Island
$5.84M +$1.25M +36,202 +26%
SCA
693
Snowden Capital Advisors
New York
$5.83M +$426K +12,366 +8%
CAM
694
Carret Asset Management
New York
$5.83M -$9.27K -269 -0.2%
ACM
695
Ategra Capital Management
Virginia
$5.8M +$193K +5,601 +3%
GCM
696
GoodHaven Capital Management
New Jersey
$5.74M +$1.09M +31,750 +22%
CDH
697
Charles D. Hyman
$5.73M +$429K +12,450 +8%
CFG
698
Cambridge Financial Group
Ohio
$5.72M -$197K -5,705 -3%
KA
699
Kerrisdale Advisers
Florida
$5.7M -$9.97M -289,535 -63%
RAM
700
Roanoke Asset Management
New Jersey
$5.69M -$124K -3,605 -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.