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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
FAM
1026
Formidable Asset Management
Ohio
$2.69M -$54.7K -1,587 -2%
CGIM
1027
Capital Group Investment Management
Singapore
$2.69M +$2.79M +81,096 New
BCM
1028
Brookmont Capital Management
Texas
$2.68M -$92K -2,671 -3%
GBT
1029
Grove Bank & Trust
Florida
$2.67M -$136K -3,961 -5%
BOSSRA
1030
B.O.S.S. Retirement Advisors
Utah
$2.67M +$2.77M +80,525 New
LAM
1031
Lakewood Asset Management
Illinois
$2.66M +$2.77M +80,432 New
SFA
1032
Sequoia Financial Advisors
Ohio
$2.66M +$850K +24,682 +44%
TAM
1033
Trust Asset Management
Texas
$2.66M
SIA
1034
Sit Investment Associates
Minnesota
$2.66M -$421K -12,216 -13%
TPWA
1035
TRUE Private Wealth Advisors
Oregon
$2.65M -$478K -13,881 -15%
RCAP
1036
Resolute Capital Asset Partners
Colorado
$2.65M +$2.76M +80,000 New
MFG
1037
Merit Financial Group
Georgia
$2.65M +$772K +22,420 +39%
CCM
1038
Consolidated Capital Management
California
$2.64M -$31.8K -924 -1%
NPT
1039
Nixon Peabody Trust
Massachusetts
$2.64M -$61.7K -1,792 -2%
WEG
1040
World Equity Group
Illinois
$2.64M +$13K +378 +0.5%
DIP
1041
Davis Investment Partners
North Carolina
$2.63M +$2.54M +73,747 New
CC
1042
Cipher Capital
New York
$2.62M +$2.73M +79,256 New
CCA
1043
Cobblestone Capital Advisors
New York
$2.62M -$282K -8,180 -9%
WG
1044
Welch Group
Alabama
$2.62M +$27K +784 +1%
PPW
1045
Parcion Private Wealth
Washington
$2.61M
CA
1046
Cullinan Associates
Kentucky
$2.61M -$1.3M -37,614 -32%
HT
1047
Heritage Trust
Oklahoma
$2.61M +$535K +15,545 +25%
SIA
1048
SeaBridge Investment Advisors
New Jersey
$2.6M +$85.3K +2,477 +3%
MWM
1049
Massachusetts Wealth Management
Massachusetts
$2.6M +$2.52M +73,202 New
CS
1050
Comerica Securities
Michigan
$2.6M -$225K -6,537 -8%

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.