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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
CFG
901
Citizens Financial Group
Rhode Island
$3.48M -$341K -9,887 -9%
JIC
902
Joel Isaacson & Co
New York
$3.47M -$155K -4,505 -4%
AIA
903
Affinity Investment Advisors
California
$3.46M -$68.5K -1,990 -2%
KCM
904
Kornitzer Capital Management
Kansas
$3.46M +$385K +11,180 +12%
MCP
905
Mirador Capital Partners
California
$3.46M +$171K +4,956 +5%
SDIC
906
South Dakota Investment Council
South Dakota
$3.45M -$179K -5,200 -5%
GCM
907
Gables Capital Management
Florida
$3.44M +$3.44K +100 +0.1%
AW
908
Apricus Wealth
South Carolina
$3.43M +$39.4K +1,145 +1%
AWM
909
Apollon Wealth Management
South Carolina
$3.42M +$233K +6,764 +7%
PTCG
910
Pring Turner Capital Group
California
$3.42M -$71.5K -2,077 -2%
BBI
911
Baxter Bros Inc
Connecticut
$3.4M -$27.9K -810 -0.8%
VCA
912
Verdence Capital Advisors
Maryland
$3.4M -$93.6K -2,718 -3%
KWM
913
Kingsview Wealth Management
Oregon
$3.4M +$202K +5,865 +6%
ACM
914
Advisors Capital Management
New Jersey
$3.39M -$200K -5,809 -5%
AIM
915
AMI Investment Management
Indiana
$3.38M -$49.2K -1,429 -1%
CWM
916
Concentric Wealth Management
California
$3.38M +$1.38K +40 +0%
ATPW
917
Ashton Thomas Private Wealth
Arizona
$3.38M +$48.2K +1,400 +1%
EH
918
Equitable Holdings
New York
$3.37M -$269K -7,811 -7%
MAS
919
Meeder Advisory Services
Ohio
$3.37M +$3.51M +101,789 New
S
920
Seeyond
France
$3.36M +$1.47M +42,596 +72%
PP
921
Pacifica Partners
Canada
$3.36M -$30.5K -885 -0.9%
MPAM
922
Murphy Pohlad Asset Management
Minnesota
$3.35M
BC
923
Burleson & Co
California
$3.34M +$604K +17,547 +21%
1SB
924
1ST Source Bank
Indiana
$3.34M +$234K +6,785 +7%
SA
925
Shilanski & Associates
Alaska
$3.34M +$3.47M +100,729 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.