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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
HT
826
HAP Trading
New York
$4.08M -$3.25M -94,464 -43%
SW
827
SteelPeak Wealth
California
$4.08M -$664K -19,281 -14%
SCI
828
S&CO Inc
Massachusetts
$4.08M
BIG
829
Boothe Investment Group
Delaware
$4.06M +$49.7K +1,444 +1%
EF
830
Empowered Funds
Pennsylvania
$4.06M +$3.89M +112,845 +1,160%
FG
831
Fiduciary Group
Georgia
$4.04M -$556K -16,132 -12%
TFS
832
Thoroughbred Financial Services
Tennessee
$4.03M -$186K -5,413 -4%
LCAM
833
London & Capital Asset Management
United Kingdom
$4.03M -$35.5K -1,031 -0.8%
MHP
834
Manatuck Hill Partners
Connecticut
$4.01M -$497K -14,439 -11%
GAM
835
Gotham Asset Management
New York
$4.01M +$1.13M +32,766 +37%
S
836
SignatureFD
Georgia
$4M -$280K -8,128 -6%
GW
837
GW & Wade
Massachusetts
$3.99M +$446K +12,951 +12%
AWM
838
Avior Wealth Management
Nebraska
$3.99M -$56.7K -1,646 -1%
APSI
839
Asset Planning Services Inc
Louisiana
$3.97M +$21.5K +625 +0.5%
AGC
840
Aspen Grove Capital
Colorado
$3.97M +$4.13M +119,858 New
ACM
841
Argyle Capital Management
Pennsylvania
$3.95M -$10.3K -300 -0.3%
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
$3.95M +$34.7K +1,006 +0.9%
BO
843
Bank OZK
Arkansas
$3.92M -$44.7K -1,299 -1%
TMAM
844
Tokio Marine Asset Management
Japan
$3.92M +$391K +11,341 +11%
TI
845
Tidal Investments
Wisconsin
$3.91M +$465K +13,502 +13%
MIM
846
Marco Investment Management
Georgia
$3.91M -$27.1K -786 -0.7%
PWP
847
Principle Wealth Partners
Connecticut
$3.9M -$2.62K -76 -0.1%
CCM
848
Check Capital Management
California
$3.9M +$590K +17,142 +17%
GIA
849
GHP Investment Advisors
Colorado
$3.9M -$77.2K -2,240 -2%
TRCT
850
Tower Research Capital (TRC)
New York
$3.9M -$16.7M -484,195 -80%

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.