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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
CIA
1601
Citadel Investment Advisory
Ohio
$848K
GCA
1602
Gradient Capital Advisors
California
$847K +$3K +87 +0.3%
AIC
1603
Ayalon Insurance Company
Israel
$847K
RK
1604
Rather & Kittrell
Tennessee
$847K -$17.2K -500 -2%
VRM
1605
Vectors Research Management
New York
$846K
HC
1606
HNP Capital
New York
$846K
RIM
1607
RW Investment Management
Idaho
$844K +$878K +25,489 New
CG
1608
Corundum Group
Colorado
$844K +$56.9K +1,652 +7%
ALAM
1609
Asahi Life Asset Management
Japan
$842K +$224K +6,500 +34%
NLP
1610
Next Level Private
New York
$838K -$413 -12 -0%
EFG
1611
Everhart Financial Group
Ohio
$834K -$124K -3,613 -13%
SIC
1612
Sterling Investment Counsel
New York
$834K +$353K +10,238 +69%
AM
1613
AGF Management
Ontario, Canada
$833K +$866K +25,145 New
DDC
1614
DF Dent & Co
Maryland
$832K +$153K +4,428 +21%
TWA
1615
TCI Wealth Advisors
Arizona
$829K +$43.1K +1,251 +5%
PCM
1616
Patient Capital Management
Maryland
$828K
RRCM
1617
Rappaport Reiches Capital Management
Illinois
$824K -$379 -11 -0%
TSWM
1618
Tyler-Stone Wealth Management
Ohio
$821K +$57.7K +1,676 +7%
VWM
1619
Venturi Wealth Management
Texas
$821K +$338K +9,814 +66%
PFA
1620
Pathway Financial Advisers
Indiana
$816K +$849K +24,648 New
III
1621
Independent Investors Inc
New York
$816K
PFSC
1622
Peoples Financial Services Corp
Pennsylvania
$814K +$129K +3,744 +18%
IFPG
1623
Intrepid Financial Planning Group
Indiana
$812K
CIM
1624
CIM Investment Management
Pennsylvania
$812K -$21.1K -613 -2%
SCA
1625
Sippican Capital Advisors
Massachusetts
$811K -$6.03K -175 -0.7%

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.