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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
XSC
1576
X-Square Capital
Puerto Rico
$902K -$3.41K -99 -0.4%
XT
1577
XTX Topco
Cayman Islands
$898K +$934K +27,115 New
PCM
1578
Potomac Capital Management
New York
$897K
FCB
1579
First Command Bank
Texas
$897K +$8.16K +237 +0.9%
FCFS
1580
First Command Financial Services
Texas
$897K +$8.16K +237 +0.9%
LA
1581
LVW Advisors
New York
$896K +$19.4K +563 +2%
RPC
1582
Rossmore Private Capital
Connecticut
$895K -$689 -20 -0.1%
ECP
1583
Epacria Capital Partners
Colorado
$894K +$930K +27,000 New
KFGK
1584
Keystone Financial Group (Kentucky)
Kentucky
$894K +$1.07K +31 +0.1%
GWM
1585
Greenwich Wealth Management
Connecticut
$894K -$10.5K -305 -1%
FAG
1586
Fortitude Advisory Group
Washington
$888K +$11.4K +331 +1%
UCI
1587
Uncommon Cents Investing
Wisconsin
$888K +$152K +4,415 +20%
AWS
1588
Arkfeld Wealth Strategies
Nebraska
$886K +$3K +87 +0.3%
HT
1589
HighTower Trust
Texas
$885K +$242K +7,014 +35%
AA
1590
Altman Advisors
Illinois
$883K -$108K -3,121 -11%
DWM
1591
Dorchester Wealth Management
Quebec, Canada
$881K -$267K -7,745 -23%
OL
1592
Optas LLC
Texas
$880K +$48K +1,395 +6%
MMHP
1593
Murphy Middleton Hinkle & Parker
Georgia
$878K -$6.75K -196 -0.7%
EP
1594
Eudaimonia Partners
Tennessee
$877K -$427K -12,385 -32%
GWM
1595
Geneos Wealth Management
Colorado
$877K -$42.7K -1,240 -4%
CCWM
1596
Cassaday & Co Wealth Management
Virginia
$873K +$908K +26,348 New
EFH
1597
Eaton Financial Holdings
Florida
$869K +$903K +26,224 New
MYIA
1598
Mount Yale Investment Advisors
Colorado
$861K +$42.6K +1,238 +5%
MUAMU
1599
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$861K
BFS
1600
Bickling Financial Services
Massachusetts
$849K +$1.45K +42 +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.