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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
CCWA
1451
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M +$12.1K +352 +1%
MA
1452
MONECO Advisors
Connecticut
$1.13M +$498K +14,471 +74%
CW
1453
CreativeOne Wealth
Kansas
$1.13M +$137K +3,985 +13%
WWC
1454
Waypoint Wealth Counsel
Georgia
$1.12M +$1.17M +33,884 New
PPWP
1455
Proquility Private Wealth Partners
Nevada
$1.12M -$707K -20,521 -38%
T
1456
TOBAM
France
$1.12M +$175K +5,070 +18%
BBA
1457
BLB&B Advisors
Pennsylvania
$1.12M -$79.6K -2,310 -6%
RCAG
1458
Rehmann Capital Advisory Group
Michigan
$1.11M -$51.1K -1,483 -4%
CWA
1459
Clearview Wealth Advisors
Oregon
$1.11M -$179K -5,183 -13%
EGM
1460
Engineers Gate Manager
New York
$1.1M -$1.91M -55,467 -62%
WA
1461
Wambolt & Associates
Colorado
$1.1M -$19.3K -561 -2%
BI
1462
Ballast Inc
Kentucky
$1.1M +$24.1K +699 +2%
BWAM
1463
Boyd Watterson Asset Management
Ohio
$1.1M +$87.8K +2,550 +8%
SF
1464
Summit Financial
New Jersey
$1.1M -$118K -3,420 -9%
SIG
1465
Sargent Investment Group
Maryland
$1.09M +$56K +1,625 +5%
CPIG
1466
Chicago Partners Investment Group
Illinois
$1.09M -$12.8K -372 -1%
APW
1467
Aurora Private Wealth
New Jersey
$1.07M +$6.58K +191 +0.6%
FSC
1468
Full Sail Capital
Oklahoma
$1.07M +$482 +14 +0%
SAM
1469
S.A. Mason
Michigan
$1.07M +$310 +9 +0%
HFS
1470
Haverford Financial Services
Pennsylvania
$1.07M
PFGIA
1471
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$4.06K +118 +0.4%
CASB
1472
Cape Ann Savings Bank
Massachusetts
$1.06M +$60K +1,742 +6%
FM
1473
Foster & Motley
Ohio
$1.06M +$545K +15,828 +98%
GLA
1474
Good Life Advisors
Pennsylvania
$1.06M +$47.9K +1,391 +5%
MAM
1475
McLean Asset Management
Virginia
$1.06M +$2.41K +70 +0.2%

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.