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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
RPCONE
1176
Retirement Planning Company of New England
Rhode Island
$1.92M -$35.3K -1,025 -2%
SCM
1177
Shelton Capital Management
Colorado
$1.92M -$7.34M -213,065 -79%
SCA
1178
Stonebridge Capital Advisors
Minnesota
$1.92M +$142K +4,113 +8%
BIM
1179
Baldwin Investment Management
Pennsylvania
$1.91M -$283K -8,205 -12%
PCM
1180
Poehling Capital Management
Wisconsin
$1.91M -$22.4K -650 -1%
LSAG
1181
Lake Street Advisors Group
New Hampshire
$1.91M +$36.6K +1,062 +2%
SIAG
1182
Safeguard Investment Advisory Group
California
$1.9M +$21.2K +615 +1%
IIA
1183
IPG Investment Advisors
California
$1.9M -$1.03M -30,000 -34%
HC
1184
Hourglass Capital
Texas
$1.9M +$1.71M +49,790 +664%
JFG
1185
Jefferies Financial Group
New York
$1.89M +$1.97M +57,185 New
AA
1186
Argent Advisors
Louisiana
$1.89M +$22.7K +660 +1%
WAP
1187
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$117K +3,389 +6%
RIA
1188
Realta Investment Advisors
Delaware
$1.89M +$38.5K +1,117 +2%
EF
1189
Exeter Financial
Arizona
$1.87M +$24.1K +700 +1%
CA
1190
Clearstead Advisors
Ohio
$1.86M +$29.1K +845 +2%
SSW
1191
Smith Shellnut Wilson
Mississippi
$1.86M
WVP
1192
Worth Venture Partners
New Jersey
$1.86M
SWA
1193
Stratos Wealth Advisors
Ohio
$1.86M -$107K -3,120 -5%
FNBT
1194
FineMark National Bank & Trust
Florida
$1.86M +$109K +3,169 +6%
DGAM
1195
Desjardins Global Asset Management
Quebec, Canada
$1.86M -$1.18M -34,383 -38%
HWA
1196
HCR Wealth Advisors
California
$1.85M +$69K +2,004 +4%
NDSI
1197
Newman Dignan & Sheerar Inc
Rhode Island
$1.85M -$52.2K -1,516 -3%
EARNEST Partners
1198
EARNEST Partners
Georgia
$1.85M +$208K +6,050 +12%
TWP
1199
Tempus Wealth Planning
California
$1.84M +$11.4K +332 +0.6%
FMI
1200
F/M Investments
District of Columbia
$1.84M -$159K -4,603 -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.