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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
SA
1326
Strategic Advisors
New York
$1.4M -$43.3K -1,258 -3%
MBTD
1327
Mechanics Bank - Trust Department
California
$1.39M +$5.17K +150 +0.4%
BFG
1328
Bouchey Financial Group
New York
$1.39M
CD
1329
Chapin Davis
Maryland
$1.38M +$1.44M +41,672 New
AWM
1330
Axxcess Wealth Management
California
$1.38M -$15.6K -454 -1%
WP
1331
WealthSource Partners
California
$1.38M -$66.6K -1,933 -4%
CWM
1332
Circle Wealth Management
New Jersey
$1.38M +$24.2K +703 +2%
CAMG
1333
CWA Asset Management Group
Florida
$1.38M +$153K +4,451 +12%
SAM
1334
Sabadell Asset Management
Spain
$1.38M
ACA
1335
Anchor Capital Advisors
Massachusetts
$1.37M
AR
1336
Advisory Research
Illinois
$1.37M +$601K +17,453 +73%
IC
1337
Inscription Capital
Texas
$1.36M -$57K -1,655 -4%
BCM
1338
Beck Capital Management
Texas
$1.36M +$1.42M +41,164 New
FNBTCON
1339
First National Bank & Trust Co of Newtown
Pennsylvania
$1.36M -$50.6K -1,470 -3%
PMA
1340
Prudent Man Advisors
Illinois
$1.36M +$15.9K +462 +1%
GJCM
1341
Grand Jean Capital Management
California
$1.36M +$33.3K +967 +2%
SIM
1342
Sterling Investment Management
Arizona
$1.36M -$81.7K -2,372 -5%
PCMK
1343
Paragon Capital Management (Kansas)
Kansas
$1.35M +$11.6K +337 +0.8%
CBTWT
1344
Community Bank & Trust (Waco, Texas)
Texas
$1.35M -$24.5K -710 -2%
MFG
1345
Magnus Financial Group
New York
$1.35M -$81.3K -2,361 -5%
BC
1346
Burney Company
Virginia
$1.34M -$48.2K -1,400 -3%
CIC
1347
Canal Insurance Company
South Carolina
$1.34M +$692K +20,100 +101%
MWM
1348
Meridian Wealth Management
Kentucky
$1.34M -$70.1K -2,035 -5%
FWP
1349
Falcon Wealth Planning
California
$1.34M +$3.38K +98 +0.2%
OWA
1350
Octavia Wealth Advisors
Ohio
$1.33M +$5.89K +171 +0.4%

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.