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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
BCM
1676
Brasada Capital Management
Texas
$745K
HAC
1677
Harbor Advisory Corp
New Hampshire
$744K +$413K +11,984 +114%
SFI
1678
SPC Financial Inc
Maryland
$744K -$50.2K -1,457 -6%
OPA
1679
Old Port Advisors
Maine
$743K +$4.44K +129 +0.6%
MMA
1680
Miracle Mile Advisors
California
$743K +$62.7K +1,820 +9%
AOI
1681
Auto-Owners Insurance
Michigan
$741K +$771K +22,373 New
EWA
1682
EverSource Wealth Advisors
Alabama
$741K +$184K +5,339 +31%
TF
1683
Threadgill Financial
Texas
$740K +$769K +22,340 New
WDA
1684
Wendell David Associates
New Hampshire
$739K
HAM
1685
Hedges Asset Management
Nevada
$739K +$31K +900 +4%
LIA
1686
LBMC Investment Advisors
Tennessee
$737K +$25.6K +743 +3%
SW
1687
SlateStone Wealth
Florida
$737K +$19.2K +557 +3%
HNWAG
1688
High Net Worth Advisory Group
Florida
$734K -$154K -4,480 -17%
BAG
1689
Briggs Advisory Group
Rhode Island
$733K +$48.4K +1,404 +7%
ATC
1690
Adirondack Trust Company
New York
$733K -$6.44K -187 -0.8%
PWM
1691
PBMares Wealth Management
Virginia
$733K -$16.4K -475 -2%
DMBA
1692
Deseret Mutual Benefit Administrators
Utah
$732K -$566K -16,437 -43%
AWE
1693
Avidian Wealth Enterprises
Texas
$732K +$13K +377 +2%
BCG
1694
Breakwater Capital Group
New Jersey
$730K +$759K +22,045 New
AP
1695
Arlington Partners
Alabama
$729K -$51.7K -1,500 -6%
BWM
1696
Baystate Wealth Management
Massachusetts
$726K +$213K +6,178 +39%
CAS
1697
Coppell Advisory Solutions
Texas
$723K +$752K +21,838 New
CASC
1698
Coppell Advisory Solutions Corp
Texas
$723K +$752K +21,838 New
MPI
1699
Mairs & Power Inc
Minnesota
$718K -$10.2K -295 -1%
CAM
1700
Cypress Asset Management
Texas
$718K +$14.3K +415 +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.