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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
PWM
1651
Palumbo Wealth Management
New York
$773K +$31.2K +905 +4%
FIM
1652
Freedom Investment Management
Connecticut
$773K -$62.7K -1,821 -7%
FPB
1653
First PREMIER Bank
South Dakota
$772K
NGA
1654
Naples Global Advisors
Florida
$772K -$24.6K -715 -3%
GLLW
1655
Graves Light Lenhart Wealth
Virginia
$770K +$344 +10 +0%
WFAG
1656
Worth Financial Advisory Group
North Carolina
$768K +$798K +23,174 New
EA
1657
Eudaimonia Advisors
Tennessee
$767K -$18.7K -542 -2%
ONST
1658
Old North State Trust
North Carolina
$767K
TFP
1659
Tilia Fiduciary Partners
North Carolina
$767K +$32.5K +944 +4%
SIM
1660
SSI Investment Management
California
$767K -$620 -18 -0.1%
BFA
1661
Benedict Financial Advisors
Georgia
$766K -$5.72K -166 -0.7%
FMB
1662
Field & Main Bank
Kentucky
$766K +$9.47K +275 +1%
CWA
1663
Canvas Wealth Advisors
Kansas
$765K +$47.4K +1,375 +6%
CL
1664
CSS LLC
Illinois
$763K
BC
1665
Bartlett & Co
Ohio
$763K -$4.96K -144 -0.6%
BCWM
1666
Bartlett & Co Wealth Management
Ohio
$763K -$4.96K -144 -0.6%
GPA
1667
Garrison Point Advisors
California
$760K +$34 +1 +0%
Aristotle Capital Management
1668
Aristotle Capital Management
California
$759K +$235K +6,827 +42%
ST
1669
Sentinel Trust
Texas
$758K
WW
1670
Waterfront Wealth
Kansas
$757K -$9.37K -272 -1%
CA
1671
Continuum Advisory
Idaho
$757K +$22.7K +658 +3%
DFG
1672
Delta Financial Group
New Jersey
$752K +$796K +23,120 New
DA
1673
Denali Advisors
California
$749K -$58.6K -1,700 -7%
DWM
1674
Drive Wealth Management
Utah
$745K +$232K +6,745 +43%
NHT
1675
New Hampshire Trust
New Hampshire
$745K +$775K +22,502 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.