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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
MVA
1001
Mount Vernon Associates
Maryland
$2.83M
RSS
1002
Rosenblum Silverman Sutton
California
$2.83M -$12.2K -355 -0.4%
BW
1003
Bison Wealth
Georgia
$2.82M +$108K +3,125 +4%
AIM
1004
Anchor Investment Management
South Carolina
$2.82M -$31.8K -924 -1%
ACM
1005
Ayrshire Capital Management
Connecticut
$2.82M +$448 +13 +0%
PMG
1006
ProVise Management Group
Florida
$2.81M -$209K -6,067 -7%
AFG
1007
AFS Financial Group
Maryland
$2.8M +$2.91M +84,570 New
WTC
1008
WhitTier Trust Company
Nevada
$2.8M -$100K -2,916 -3%
BMC
1009
Beaton Management Company
Massachusetts
$2.79M -$51.7K -1,500 -2%
TSWM
1010
Triangle Securities Wealth Management
North Carolina
$2.78M -$8.44K -245 -0.3%
CG
1011
Caprock Group
Idaho
$2.77M +$314K +9,105 +12%
BKA
1012
Brick & Kyle Associates
Pennsylvania
$2.77M +$28K +812 +1%
PA
1013
Procyon Advisors
Connecticut
$2.77M +$1.18M +34,134 +69%
BCM
1014
Birmingham Capital Management
Alabama
$2.76M +$19.8K +575 +0.7%
SVCP
1015
Silicon Valley Capital Partners
California
$2.76M +$2.45M +71,119 +579%
JIP
1016
Jaffetilchin Investment Partners
Florida
$2.76M -$578K -16,795 -17%
WWM
1017
Western Wealth Management
Colorado
$2.76M -$597K -17,345 -17%
CF
1018
Centaurus Financial
California
$2.75M +$503K +14,590 +21%
AAS
1019
Ameritas Advisory Services
Nebraska
$2.75M +$319K +9,263 +13%
PT
1020
Plimoth Trust
Massachusetts
$2.74M +$187K +5,432 +7%
IPGDR
1021
Investidor Profissional Gestao de Recursos
Brazil
$2.74M +$2.85M +82,772 New
SWA
1022
Sutton Wealth Advisors
Florida
$2.73M +$45.2K +1,311 +2%
NCGI
1023
Next Century Growth Investors
Minnesota
$2.71M -$550K -15,973 -16%
EC
1024
EJF Capital
Virginia
$2.69M +$2.8M +81,200 New
OCBCO
1025
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.69M +$2.8M +81,221 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.