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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
NRS
1101
Neville Rodie & Shaw
New York
$2.29M -$36.7K -1,065 -2%
OPS
1102
Orion Portfolio Solutions
Nebraska
$2.29M +$220K +6,393 +10%
RMAM
1103
Raab & Moskowitz Asset Management
New Jersey
$2.28M -$56.5K -1,639 -2%
HCP
1104
Hiddenite Capital Partners
New York
$2.26M +$499K +14,500 +27%
HWAM
1105
Hennion & Walsh Asset Management
New Jersey
$2.25M +$719K +20,880 +44%
V
1106
ViaWealth
Kansas
$2.25M +$2.28M +66,334 New
WCM
1107
Wunderlich Capital Managemnt
Tennessee
$2.25M +$60.8K +1,766 +3%
PSB
1108
Piscataqua Savings Bank
New Hampshire
$2.24M -$28K -814 -1%
SAI
1109
Systematic Alpha Investments
New Jersey
$2.24M
TSS
1110
Two Sigma Securities
New York
$2.23M +$1.79M +51,939 +335%
CRIG
1111
Charter Research & Investment Group
Connecticut
$2.23M
Eagle Capital Management (New York)
1112
Eagle Capital Management (New York)
New York
$2.22M -$363K -10,550 -14%
CPO
1113
Cerity Partners OCIO
New York
$2.22M +$238K +6,912 +11%
CWAG
1114
Compton Wealth Advisory Group
Virginia
$2.21M -$138K -4,015 -6%
STC
1115
Sarah T. Connolly
$2.2M +$13.1K +379 +0.6%
QI
1116
Qtron Investments
Massachusetts
$2.18M -$91.1K -2,645 -4%
ZIC
1117
ZWJ Investment Counsel
Georgia
$2.17M
BL
1118
Balentine LLC
Georgia
$2.16M +$187K +5,438 +9%
ACM
1119
AlphaStar Capital Management
North Carolina
$2.16M +$159K +4,620 +8%
IMOV
1120
Investment Management of Virginia
Virginia
$2.16M -$51.5K -1,495 -2%
CA
1121
Corrado Advisors
New Jersey
$2.14M +$106K +3,069 +5%
SGI
1122
Summit Global Investments
Utah
$2.13M +$140K +4,065 +7%
SWM
1123
Spire Wealth Management
Virginia
$2.13M +$483K +14,024 +28%
AIM
1124
ARGA Investment Management
Connecticut
$2.13M
HCM
1125
Howland Capital Management
Massachusetts
$2.13M +$34.4K +1,000 +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.