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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
CSIC
1276
Clifford Swan Investment Counsel
California
$1.56M -$235K -6,834 -13%
SHA
1277
Seneca House Advisors
Virginia
$1.56M -$5.34K -155 -0.3%
VCWA
1278
Vanguard Capital Wealth Advisors
Colorado
$1.56M +$539K +15,656 +50%
IAS
1279
Investment Advisory Services
Texas
$1.55M -$23.4K -679 -1%
MP
1280
McDonald Partners
Ohio
$1.55M +$705K +20,458 +77%
CHJWM
1281
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.55M -$3.41K -99 -0.2%
CBC
1282
Coombe, Bender & Co
New York
$1.55M -$257K -7,453 -14%
BMM
1283
Buffington Mohr McNeal
Idaho
$1.53M -$17.2K -500 -1%
PFG
1284
Peterson Financial Group
Iowa
$1.53M -$883K -25,632 -36%
EWA
1285
Etesian Wealth Advisors
Oregon
$1.52M +$1.58M +45,992 New
IIM
1286
InTrack Investment Management
Vermont
$1.52M +$12.3K +358 +0.8%
LB
1287
Legacy Bridge
Iowa
$1.52M +$63.9K +1,855 +4%
PCP
1288
Proficio Capital Partners
Massachusetts
$1.52M -$145K -4,196 -8%
OC
1289
Oarsman Capital
Wisconsin
$1.51M +$9.3K +270 +0.6%
KCFA
1290
Key Client Fiduciary Advisors
New Jersey
$1.51M +$2.34K +68 +0.1%
PFBT
1291
Parkside Financial Bank & Trust
Missouri
$1.51M +$44.1K +1,279 +3%
MWM
1292
Mission Wealth Management
California
$1.5M +$6.48K +188 +0.4%
AA
1293
Aire Advisors
California
$1.5M +$47.3K +1,373 +3%
CAM
1294
Columbia Asset Management
Michigan
$1.5M -$154K -4,473 -9%
CAAS
1295
Capital Asset Advisory Services
Michigan
$1.5M +$188K +5,460 +14%
CIA
1296
Choate Investment Advisors
Massachusetts
$1.49M -$56.7K -1,645 -4%
STA
1297
Summit Trail Advisors
New York
$1.49M +$149K +4,324 +11%
WPW
1298
Waldron Private Wealth
Pennsylvania
$1.48M
HIIFS
1299
Harel Insurance Investments & Financial Services
Israel
$1.47M -$79.7K -2,314 -5%
Simplex Trading
1300
Simplex Trading
Illinois
$1.47M +$1.53M +44,502 New

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.