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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
VCM
1151
Vision Capital Management
Oregon
$2.01M +$9.92K +288 +0.5%
GI
1152
GS Investments
Minnesota
$2.01M +$689 +20 +0%
MHS
1153
M Holdings Securities
Oregon
$2M -$9.09K -264 -0.4%
NAM
1154
NTV Asset Management
West Virginia
$2M +$6.72K +195 +0.3%
FHA
1155
Flagship Harbor Advisors
Massachusetts
$2M +$36.6K +1,062 +2%
BFW
1156
Brady Family Wealth
Missouri
$1.99M +$2.07M +60,092 New
AFM
1157
Anson Funds Management
Texas
$1.99M +$689K +20,000 +50%
CM
1158
Crestline Management
Texas
$1.99M +$2.07M +60,000 New
CAG
1159
Csenge Advisory Group
Florida
$1.99M +$81.2K +2,358 +4%
FCCM
1160
First City Capital Management
Georgia
$1.97M -$85.8K -2,490 -4%
IWM
1161
IHT Wealth Management
Illinois
$1.96M +$248K +7,211 +14%
JWM
1162
Jeppson Wealth Management
California
$1.96M +$23.4K +679 +1%
MFA
1163
Mayflower Financial Advisors
Massachusetts
$1.95M +$138K +4,009 +1%
APG
1164
Abacus Planning Group
South Carolina
$1.95M +$672K +19,507 +49%
CFM
1165
Capricorn Fund Managers
United Kingdom
$1.95M -$1.2M -34,850 -37%
LWM
1166
LJI Wealth Management
Indiana
$1.95M +$2.03M +58,895 New
IGWM
1167
ICA Group Wealth Management
Colorado
$1.95M -$774K -22,459 -28%
LWM
1168
Lodestone Wealth Management
Washington
$1.94M +$2.02M +58,687 New
SSB
1169
Sandy Spring Bank
Maryland
$1.94M +$19.2K +556 +1%
BFG
1170
Beacon Financial Group
Texas
$1.94M -$78.3K -2,274 -4%
ZB
1171
Zions Bancorporation
Utah
$1.93M -$578K -16,773 -22%
TNB
1172
Thomasville National Bank
Georgia
$1.93M +$27.5K +797 +1%
KIG
1173
Kennedy Investment Group
New Jersey
$1.93M +$2.01M +58,360 New
MWM
1174
Modera Wealth Management
New Jersey
$1.93M +$405K +11,756 +25%
WSTAM
1175
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$308K +8,953 +18%

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.