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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
JDR
1501
Jay D. Rosenbaum
$1.02M +$131K +3,816 +14%
MC
1502
Mathes Company
New York
$1.02M
WCM
1503
Washington Capital Management
Washington
$1.02M -$5.17K -150 -0.5%
FPCM
1504
Financial Partners Capital Management
New York
$1.01M -$12.5K -362 -1%
AG
1505
Algert Global
California
$1.01M
QT
1506
Quantamental Technologies
New York
$1.01M +$1.05M +30,494 New
CCG
1507
Cypress Capital Group
Florida
$1.01M -$171K -4,972 -14%
HCM
1508
Highlander Capital Management
New Jersey
$1M
PFS
1509
Physicians Financial Services
North Carolina
$1M -$3.44K -100 -0.3%
SL
1510
Summitry LLC
California
$1M +$22.1K +643 +2%
AHC
1511
Adell Harriman & Carpenter
Texas
$1M +$114K +3,310 +12%
REMPR
1512
Roof Eidam Maycock Peralta (REMP)
California
$1M +$10.3K +300 +1%
Holocene Advisors
1513
Holocene Advisors
New York
$1M +$1.04M +30,211 New
BIAS
1514
Beacon Investment Advisory Services
New Jersey
$1M +$62.6K +1,816 +6%
UWPG
1515
Ullmann Wealth Partners Group
Florida
$996K +$103 +3 +0%
WP
1516
Waycross Partners
Kentucky
$994K
LCH
1517
Lee Capital Holdings
New York
$994K -$2.41M -70,000 -70%
BOM
1518
Bank of Marin
California
$990K
WA
1519
WESPAC Advisors
California
$989K +$26.2K +762 +3%
MA
1520
MCF Advisors
Kentucky
$988K +$119K +3,456 +13%
TPA
1521
Trivium Point Advisory
Connecticut
$987K -$35.8K -1,040 -3%
SAG
1522
SageView Advisory Group
California
$987K +$1.03M +29,806 New
AA
1523
Apriem Advisors
California
$987K +$36.1K +1,047 +4%
NB
1524
NBT Bank
New York
$984K +$68.5K +1,988 +7%
BL
1525
BFSG LLC
California
$983K -$92.5K -2,685 -8%

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.