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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
CFLC
851
California First Leasing Corp
California
$3.89M
PF
852
Phoenix Financial
Israel
$3.88M -$223K -6,461 -5%
FTDI
853
First Trust Direct Indexing
Massachusetts
$3.87M +$57.4K +1,667 +1%
WIS
854
Wright Investors Service
Connecticut
$3.87M -$93.1K -2,704 -2%
EFS
855
Essex Financial Services
Connecticut
$3.87M -$19.8K -575 -0.5%
BHWM
856
Bar Harbor Wealth Management
New Hampshire
$3.87M -$24.4K -709 -0.6%
WAM
857
Wolverine Asset Management
Illinois
$3.85M -$144K -4,168 -3%
OIM
858
Opus Investment Management
Massachusetts
$3.85M
CWM
859
Chemistry Wealth Management
New York
$3.84M -$61.1K -1,774 -2%
PCM
860
Parsons Capital Management
Rhode Island
$3.83M +$1.31M +37,899 +49%
GQG Partners
861
GQG Partners
Florida
$3.82M -$1.19B -34,669,130 -100%
AMAL
862
Asset Management Advisors LLC
Oklahoma
$3.81M -$1.37M -39,640 -26%
JAFL
863
Jay A. Fishman Ltd
Michigan
$3.81M -$37.9K -1,100 -0.9%
CT
864
Caldwell Trust
Florida
$3.8M +$142K +4,127 +4%
ORAM
865
One River Asset Management
Connecticut
$3.8M +$3.95M +114,549 New
UWM
866
Udine Wealth Management
Florida
$3.79M -$21.5K -625 -0.5%
PAS
867
Park Avenue Securities
New York
$3.79M -$142K -4,122 -3%
CCFP
868
Charles Carroll Financial Partners
Massachusetts
$3.79M -$358K -10,400 -8%
LFAS
869
Level Four Advisory Services
Texas
$3.79M +$2.59M +75,277 +193%
SCM
870
Silvant Capital Management
Georgia
$3.78M -$8.13K -236 -0.2%
GWM
871
Graybill Wealth Management
Illinois
$3.77M +$1.07M +31,132 +38%
MOS
872
MGO One Seven
Ohio
$3.76M -$81.2K -2,356 -2%
DWM
873
Dakota Wealth Management
Florida
$3.75M +$260K +7,550 +7%
BFM
874
Boothbay Fund Management
New York
$3.75M -$816K -23,703 -17%
CPC
875
Consolidated Planning Corp
Georgia
$3.74M +$177K +5,127 +5%

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.