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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$269M -$5.02M -145,869 -2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$260M -$6.05M -175,700 -2%
AS
78
Altshuler Shaham
Israel
$260M +$179M +5,196,669 +197%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$251M -$9.84M -285,674 -4%
US Bancorp
80
US Bancorp
Minnesota
$246M -$1.48M -42,997 -0.6%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$245M -$1.58M -45,900 -0.6%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$239M -$19M -550,216 -7%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$238M +$99.7K +2,894 +0%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$238M +$9.87M +286,649 +4%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$229M -$30.6M -887,534 -11%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$227M -$59.6M -1,730,355 -20%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$227M +$51.9M +1,506,364 +39%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$226M +$37.3M +1,082,957 +19%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$219M -$3.65M -105,990 -2%
DZ Bank
90
DZ Bank
Germany
$218M -$404M -11,722,167 -64%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$209M +$4.54M +131,940 +2%
FWIA
92
Fort Washington Investment Advisors
Ohio
$209M -$560K -16,245 -0.3%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$207M +$24.4M +709,800 +13%
Swedbank
94
Swedbank
Sweden
$205M +$34.4M +997,463 +19%
SCM
95
Smead Capital Management
Arizona
$201M +$44.8M +1,300,091 +27%
Stifel Financial
96
Stifel Financial
Missouri
$199M -$15.6M -453,598 -7%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$198M +$24.2M +701,168 +13%
First Trust Advisors
98
First Trust Advisors
Illinois
$192M +$5.66M +164,223 +3%
HighTower Advisors
99
HighTower Advisors
Illinois
$192M +$22.1M +640,973 +12%
EIP
100
Epoch Investment Partners
New York
$192M +$65.7M +1,908,628 +49%

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.