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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
DWT
1051
Dorsey & Whitney Trust
South Dakota
$2.58M +$41.2K +1,195 +2%
GRP
1052
Global Retirement Partners
California
$2.58M +$206K +5,975 +8%
CFD
1053
Creative Financial Designs
Indiana
$2.57M -$247K -7,183 -8%
IFWM
1054
Institute for Wealth Management
Colorado
$2.57M -$193K -5,604 -7%
IFG
1055
Independent Financial Group
California
$2.56M +$176K +5,110 +7%
BJL
1056
Brighton Jones LLC
Washington
$2.56M +$33.2K +964 +1%
FMAEN1
1057
Fund Management at Engine No 1
California
$2.54M +$331K +9,618 +14%
SIA
1058
Schechter Investment Advisors
Michigan
$2.54M +$211K +6,127 +9%
SYBT
1059
Stock Yards Bank & Trust
Kentucky
$2.53M +$175K +5,070 +7%
SSI
1060
Scott & Selber Inc
Texas
$2.52M +$13.9K +403 +0.5%
DPIM
1061
Duff & Phelps Investment Management
Illinois
$2.51M
BCM
1062
Brookstone Capital Management
Illinois
$2.5M +$282K +8,195 +13%
TFS
1063
TrustCore Financial Services
Tennessee
$2.5M +$4.2K +122 +0.2%
PCA
1064
Peddock Capital Advisors
Massachusetts
$2.5M +$349K +10,126 +16%
MWA
1065
Meridian Wealth Advisors
Texas
$2.47M -$12.9K -374 -0.5%
CAL
1066
Capital Analysts LLC
Pennsylvania
$2.46M -$20.4K -591 -0.8%
SACTSONJ
1067
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.45M
KJHP
1068
K.J. Harrison & Partners
Ontario, Canada
$2.45M +$550K +15,966 +41%
BWA
1069
BDO Wealth Advisors
Florida
$2.45M -$14.9K -434 -0.6%
MAM
1070
Mystic Asset Management
Rhode Island
$2.44M +$35.6K +1,033 +1%
CCA
1071
Checchi Capital Advisers
California
$2.44M -$24K -698 -0.9%
PWP
1072
Private Wealth Partners
California
$2.43M -$50K -1,453 -2%
9WM
1073
9258 Wealth Management
Ohio
$2.43M +$226K +6,551 +10%
TCA
1074
Trifecta Capital Advisors
Illinois
$2.43M +$2.52M +73,234 New
SSWM
1075
Smith Salley Wealth Management
North Carolina
$2.42M +$52K +1,511 +2%

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.