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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
EM
1301
Excalibur Management
Massachusetts
$1.47M +$18.4K +535 +1%
BHBT
1302
Burke & Herbert Bank & Trust
Virginia
$1.46M -$4.93K -143 -0.3%
SS
1303
Sunbelt Securities
Texas
$1.46M -$33.1K -961 -2%
SIA
1304
Strategic Investment Advisors
Michigan
$1.46M +$82.7K +2,400 +6%
PA
1305
Probity Advisors
Texas
$1.45M +$48.1K +1,396 +3%
GHA
1306
Granite Harbor Advisors
Texas
$1.45M +$1.51M +43,786 New
TW
1307
TrinityPoint Wealth
Connecticut
$1.45M +$7.16K +208 +0.5%
EGA
1308
E&G Advisors
Texas
$1.44M -$8.61K -250 -0.6%
WPC
1309
White Pine Capital
Minnesota
$1.44M +$31.7K +921 +2%
BTW
1310
Boston Trust Walden
Massachusetts
$1.43M -$25.8K -749 -2%
FCA
1311
FLC Capital Advisors
California
$1.43M +$86.6K +2,515 +6%
BFA
1312
Bragg Financial Advisors
North Carolina
$1.43M +$42.8K +1,244 +3%
AA
1313
ALPS Advisors
Colorado
$1.43M -$242K -7,015 -14%
GSB
1314
Greenfield Savings Bank
Massachusetts
$1.43M -$10.3K -299 -0.7%
KBG
1315
Kahn Brothers Group
New York
$1.43M +$1.11M +32,361 +302%
CHC
1316
City Holding Co
West Virginia
$1.42M -$12.4K -360 -0.8%
AAM
1317
Augustine Asset Management
Florida
$1.42M +$961K +27,909 +187%
SFG
1318
Sovereign Financial Group
Connecticut
$1.42M +$94.7K +2,749 +7%
AL
1319
Aspiriant LLC
California
$1.41M +$120K +3,489 +9%
NL
1320
NVWM LLC
Pennsylvania
$1.41M -$7.54K -219 -0.5%
KFA
1321
Kelleher Financial Advisors
New York
$1.41M +$15.3K +444 +1%
HP
1322
Hikari Power
Japan
$1.41M
SA
1323
Sunesis Advisors
Kansas
$1.4M -$10.8K -314 -0.7%
MAM
1324
Montchanin Asset Management
Delaware
$1.4M -$511K -14,850 -26%
GWANC
1325
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.4M +$40.7K +1,183 +3%

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.