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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
EWM
1351
Evergreen Wealth Management
Michigan
$1.33M +$1.38M +40,107 New
KF
1352
Krilogy Financial
Missouri
$1.33M +$59.4K +1,724 +4%
PVM
1353
Palogic Value Management
Texas
$1.33M +$1.38M +40,046 New
TC
1354
Titleist Capital
Texas
$1.33M -$36.1K -1,049 -3%
BOC
1355
Barbara Oil Co
Illinois
$1.32M
PCM
1356
Pentwater Capital Management
Florida
$1.32M
LWM
1357
Laidlaw Wealth Management
New York
$1.32M +$8.85K +257 +0.6%
CB
1358
Centennial Bank
Arkansas
$1.32M +$1.37M +39,786 New
LWCFA
1359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$330K -9,588 -19%
CBA
1360
Coastal Bridge Advisors
Connecticut
$1.32M +$861 +25 +0.1%
TPW
1361
Transatlantique Private Wealth
New York
$1.31M +$117K +3,408 +9%
FSA
1362
Fort Sheridan Advisors
Illinois
$1.31M +$10.4K +303 +0.8%
WBC
1363
West Branch Capital
Massachusetts
$1.31M -$10.3K -299 -0.8%
FFS
1364
Founders Financial Securities
Maryland
$1.31M +$133K +3,853 +11%
QPWM
1365
Quadrant Private Wealth Management
Pennsylvania
$1.3M +$1.36M +39,354 New
MW
1366
Marcum Wealth
Ohio
$1.3M +$1.55K +45 +0.1%
MSS
1367
Mitchell Sinkler & Starr
Pennsylvania
$1.3M -$188K -5,460 -12%
TWI
1368
Thomas White International
Illinois
$1.3M
LA
1369
Legacy Advisors
Pennsylvania
$1.3M +$53.2K +1,545 +4%
MCM
1370
Manchester Capital Management
Vermont
$1.3M -$256K -7,438 -16%
DCM
1371
Dimension Capital Management
Florida
$1.29M -$445K -12,908 -25%
GAMC
1372
Garner Asset Management Corp
Texas
$1.29M -$1.34K -39 -0.1%
FWM
1373
Finer Wealth Management
Massachusetts
$1.29M +$646K +18,756 +93%
RWA
1374
Ropes Wealth Advisors
Massachusetts
$1.28M -$22.4K -649 -2%
AWA
1375
Arkadios Wealth Advisors
Georgia
$1.28M +$345K +10,004 +35%

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.