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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
ACI
751
Alpha Cubed Investments
California
$4.95M -$6.13M -178,044 -54%
BS
752
Boenning & Scattergood
Pennsylvania
$4.95M -$923K -26,805 -18%
PCIA
753
Prime Capital Investment Advisors
Kansas
$4.95M +$1.34M +38,865 +35%
BS
754
Bessemer Securities
New York
$4.92M
CP
755
Cumberland Partners
Ontario, Canada
$4.92M -$23.9K -695 -0.5%
RBA
756
Richard Bernstein Advisors
New York
$4.92M -$2.89M -84,004 -36%
BA
757
Baugh & Associates
Georgia
$4.9M -$1.69K -49 -0%
AA
758
Altrafin AG
$4.88M +$28.1K +815 +0.6%
First Manhattan
759
First Manhattan
New York
$4.87M -$48.5K -1,408 -0.9%
LM
760
Lincluden Management
Ontario, Canada
$4.87M -$24.5K -712 -0.5%
CCM
761
CAAS Capital Management
New York
$4.85M +$1.38M +40,209 +38%
DAS
762
Dynamic Advisor Solutions
Arizona
$4.84M +$312K +9,048 +7%
ECG
763
Edge Capital Group
Georgia
$4.81M +$515K +14,965 +11%
DLCIG
764
D.L. Carlson Investment Group
New Hampshire
$4.8M -$630K -18,299 -11%
SBH
765
Segall Bryant & Hamill
Illinois
$4.79M -$447K -12,987 -8%
RC
766
Roundview Capital
New Jersey
$4.77M +$176K +5,101 +4%
LA
767
Lynch & Associates
Indiana
$4.76M +$76.6K +2,225 +2%
GWMIA
768
Global Wealth Management Investment Advisory
Florida
$4.75M +$197K +5,714 +4%
AIM
769
Avity Investment Management
Connecticut
$4.72M -$86.1K -2,500 -2%
DT
770
Diversified Trust
Tennessee
$4.71M +$468K +13,574 +11%
SC
771
Stolper & Co
Oklahoma
$4.71M +$320K +9,299 +7%
CT
772
Chicago Trust
Illinois
$4.7M -$133K -3,874 -3%
BAAM
773
Baker Avenue Asset Management
California
$4.68M -$265K -7,701 -5%
EWA
774
EP Wealth Advisors
California
$4.67M -$173K -5,012 -3%
KA
775
Kintegral Advisory
New York
$4.65M +$1.13M +32,680 +30%

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.