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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
GFPC
1376
Global Financial Private Client
Florida
$1.28M +$2.58K +75 +0.2%
BFO
1377
Biltmore Family Office
North Carolina
$1.28M +$36.3K +1,053 +3%
AO
1378
Advisor OS
Illinois
$1.28M +$573K +16,632 +76%
HA
1379
Herold Advisors
New York
$1.28M +$183K +5,304 +16%
AC
1380
Annandale Capital
Texas
$1.28M
MFWP
1381
Mosaic Family Wealth Partners
Missouri
$1.27M +$1.33M +38,471 New
CANC
1382
Culbertson A N & Co
Virginia
$1.27M +$162K +4,701 +14%
PCMN
1383
Paradigm Capital Management (Nevada)
Nevada
$1.27M +$49.4K +1,434 +4%
BWM
1384
Buckley Wealth Management
Nevada
$1.27M -$13.9K -403 -1%
CWP
1385
Curated Wealth Partners
California
$1.26M +$68.5K +1,988 +6%
SIA
1386
Schear Investment Advisers
Ohio
$1.26M +$1.31M +38,001 New
CFS
1387
CRA Financial Services
New Jersey
$1.26M +$41.1K +1,194 +3%
FDS
1388
Freedom Day Solutions
Texas
$1.26M -$16.3K -473 -1%
AB
1389
Atlas Brown
Kentucky
$1.25M -$98.3K -2,855 -7%
CL
1390
COWA LLC
Oklahoma
$1.25M -$43.3K -1,256 -3%
APP
1391
Avantax Planning Partners
Iowa
$1.25M +$38.4K +1,114 +3%
JE
1392
JMAC Enterprises
Pennsylvania
$1.25M +$82.7K +2,400 +7%
SWM
1393
Sugarloaf Wealth Management
Georgia
$1.24M -$1.34M -39,035 -51%
AAG
1394
Armstrong Advisory Group
Massachusetts
$1.24M +$1.29M +37,434 New
PP
1395
Pegasus Partners
Wisconsin
$1.24M -$22.9K -665 -2%
UAML
1396
US Asset Management LLC
Pennsylvania
$1.24M +$1.29M +37,383 New
SC
1397
Schulhoff & Co
Ohio
$1.23M -$3.48K -101 -0.3%
PCM
1398
Princeton Capital Management
New Jersey
$1.23M +$37.9K +1,099 +3%
MRCM
1399
M&R Capital Management
New Jersey
$1.23M -$48.6K -1,410 -4%
FANJ
1400
Financial Architects (New Jersey)
New Jersey
$1.23M -$40.7K -1,181 -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.