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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
NFG
1626
Norris Financial Group
South Carolina
$810K +$10.2K +297 +1%
MC
1627
Middleton & Co
Massachusetts
$808K -$371K -10,770 -31%
GJIC
1628
Gamble Jones Investment Counsel
California
$806K
AA
1629
Advisory Alpha
Michigan
$806K +$12.8K +372 +2%
BA
1630
Bridgewater Advisors
New York
$806K -$480K -13,950 -36%
AIA
1631
Arbor Investment Advisors
North Carolina
$803K +$520K +15,106 +165%
AIM
1632
Acropolis Investment Management
Missouri
$803K -$30.8K -894 -4%
UL
1633
Unionview LLC
Washington
$803K +$3.17K +92 +0.4%
VV
1634
Verity & Verity
South Carolina
$802K +$834K +24,203 New
SWM
1635
Selective Wealth Management
Virginia
$801K +$210K +6,092 +35%
GWS
1636
Glassman Wealth Services
Virginia
$797K +$5.79K +168 +0.7%
FNBOO
1637
First National Bank of Omaha
Nebraska
$797K -$19.5K -566 -2%
DS
1638
DRW Securities
Illinois
$797K +$346K +10,044 +72%
HFRG
1639
Houlihan Financial Resource Group
Virginia
$793K +$2.51K +73 +0.3%
VIM
1640
VELA Investment Management
Ohio
$793K +$149K +4,339 +22%
NFG
1641
Nations Financial Group
Iowa
$787K +$213K +6,178 +35%
CIP
1642
Convergence Investment Partners
Florida
$786K +$85.1K +2,470 +12%
TF
1643
TLWM Financial
Texas
$786K +$191K +5,541 +30%
WPA
1644
West Paces Advisors
Georgia
$786K +$26K +755 +3%
PG
1645
Pendal Group
Australia
$785K -$566K -16,421 -41%
NL
1646
Navalign LLC
California
$781K +$3.07K +89 +0.4%
SCI
1647
Stableford Capital II
Arizona
$777K -$32.2K -935 -4%
LA
1648
LexAurum Advisors
Kansas
$774K -$2.79K -81 -0.3%
MFG
1649
MidWestOne Financial Group
Iowa
$773K +$804K +23,353 New
PG
1650
Proffitt & Goodson
Tennessee
$773K -$28.3K -823 -3%

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.