We are live on ! Find out more
BAC icon

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
EB
1526
Eastern Bank
Massachusetts
$981K -$93.3K -2,710 -8%
PIM
1527
Perpetual Investment Management
Australia
$980K
PCM
1528
Prelude Capital Management
New York
$975K -$2.95M -85,631 -74%
GG
1529
Golden Green
South Carolina
$973K +$1.01M +29,381 New
NAS
1530
Nicolet Advisory Services
Wisconsin
$972K +$252K +7,320 +35%
CAM
1531
Covenant Asset Management
New Jersey
$967K +$229K +6,658 +30%
WSFS
1532
Wilmington Savings Fund Society
Delaware
$963K -$10.3K -300 -1%
OIM
1533
Oder Investment Management
California
$961K -$37.5K -1,088 -4%
BCM
1534
BTC Capital Management
Iowa
$961K +$75.8K +2,200 +8%
CWM
1535
Chesapeake Wealth Management
Virginia
$961K +$107K +3,109 +12%
SIC
1536
Samalin Investment Counsel
New York
$954K -$62.6K -1,816 -6%
CCG
1537
Coastwise Capital Group
California
$952K +$990K +28,748 New
RCC
1538
Red Cedar Capital
Nebraska
$952K +$8.61K +250 +0.9%
CA
1539
Cornerstone Advisory
Maryland
$948K +$2.96K +86 +0.3%
RVPG
1540
Relative Value Partners Group
$947K +$123K +3,580 +14%
WCM
1541
Weik Capital Management
Pennsylvania
$947K -$22.4K -650 -2%
AC
1542
Arjuna Capital
North Carolina
$947K +$13.1K +380 +1%
RFA
1543
Register Financial Advisors
Georgia
$946K +$984K +28,573 New
BCM
1544
Buckhead Capital Management
Georgia
$944K -$7.68K -223 -0.8%
PFM
1545
Parsec Financial Management
North Carolina
$940K -$70.3K -2,042 -7%
WA
1546
Wealth Architects
California
$940K -$41K -1,190 -4%
BAM
1547
Blueshift Asset Management
New Jersey
$937K +$298K +8,657 +44%
CMANY
1548
Capital Management Associates (New York)
New York
$935K -$7.1K -206 -0.7%
BCAM
1549
Boston Common Asset Management
Massachusetts
$935K +$20.1K +583 +2%
FFP
1550
FourThought Financial Partners
Florida
$934K +$972K +28,205 New

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.