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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
RBFC
1426
Roman Butler Fullerton & Co
Missouri
$1.17M +$67.3K +1,955 +6%
PGWM
1427
Parisi Gray Wealth Management
New Jersey
$1.17M +$10.6K +308 +0.9%
CWM
1428
Connecticut Wealth Management
Connecticut
$1.17M +$50.6K +1,468 +4%
AIM
1429
Aspen Investment Management
Michigan
$1.17M -$39.4K -1,145 -3%
ME
1430
McIlrath & Eck
Washington
$1.16M +$20.4K +592 +2%
CHAM
1431
Clear Harbor Asset Management
Connecticut
$1.16M +$152K +4,400 +14%
BSG
1432
Black Swift Group
Colorado
$1.16M +$1.21M +35,000 New
FNBSF
1433
First National Bank Sioux Falls
South Dakota
$1.16M
WDC
1434
Woodward Diversified Capital
California
$1.15M -$20.4K -593 -2%
JAG
1435
Journey Advisory Group
Kentucky
$1.15M +$705K +20,456 +144%
CPA
1436
Court Place Advisors
Maryland
$1.15M +$38.8K +1,126 +3%
RCM
1437
RB Capital Management
Nevada
$1.14M -$206K -5,968 -15%
SWM
1438
Sendero Wealth Management
Texas
$1.14M +$629K +18,275 +112%
BOH
1439
Bank of Hawaii
Hawaii
$1.14M -$13.5K -392 -1%
PPW
1440
Pasadena Private Wealth
California
$1.14M -$4.37K -127 -0.4%
CA
1441
Continental Advisors
Utah
$1.14M
MCM
1442
Mill Capital Management
North Carolina
$1.14M
IVP
1443
Intrinsic Value Partners
Arizona
$1.14M -$99.9K -2,900 -8%
MCC
1444
Money Concepts Capital
Florida
$1.14M +$998K +28,970 +542%
IA
1445
IFG Advisory
Georgia
$1.14M -$506K -14,679 -30%
BIM
1446
Bridgecreek Investment Management
Oklahoma
$1.13M
LCOV
1447
London Company of Virginia
Virginia
$1.13M -$4.19M -121,611 -78%
CL
1448
Choreo LLC
Illinois
$1.13M +$104K +3,025 +10%
TG
1449
TCW Group
California
$1.13M +$4.68K +136 +0.4%
IA
1450
Insight Advisors
Pennsylvania
$1.13M -$118K -3,412 -9%

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.