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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
CC
1701
Callan Capital
California
$718K +$746K +21,670 New
LWP
1702
LMG Wealth Partners
Louisiana
$717K +$715K +20,758 New
CAM
1703
Congress Asset Management
Massachusetts
$716K -$65.6M -1,903,175 -99%
GCM
1704
Gladius Capital Management
Illinois
$716K -$1.02M -29,758 -58%
HH
1705
HWG Holdings
Texas
$715K +$744K +21,596 New
WA
1706
Waddell & Associates
Tennessee
$714K -$1.34K -39 -0.2%
1WA
1707
180 Wealth Advisors
Washington
$712K +$9.13K +265 +1%
MAM
1708
Meeder Asset Management
Ohio
$711K -$3.46M -100,583 -82%
AFS
1709
Aft Forsyth & Sober
Florida
$710K
PWMG
1710
Prestige Wealth Management Group
New Jersey
$709K +$69.9K +2,028 +10%
LFA
1711
Legacy Financial Advisors
Kentucky
$708K -$16.1K -466 -2%
BDF
1712
Black Diamond Financial
Maryland
$706K
RWPA
1713
Richard W. Paul & Associates
Michigan
$705K +$733K +21,274 New
MFGM
1714
Marshall Financial Group (Maryland)
Maryland
$704K -$67.6K -1,964 -8%
AG
1715
AIA Group
Hong Kong
$701K -$129K -3,734 -15%
TC
1716
Telemus Capital
Michigan
$701K +$5.86K +170 +0.8%
BCP
1717
Berkeley Capital Partners
Georgia
$701K +$5.82K +169 +0.8%
BFA
1718
Beacon Financial Advisory
Ohio
$699K +$18.9K +550 +3%
VCAM
1719
Van Cleef Asset Management
Ohio
$699K +$31K +900 +4%
VA
1720
Valmark Advisers
Ohio
$698K -$8.2K -238 -1%
LJAC
1721
L.J. Altfest & Co
New York
$698K -$131K -3,803 -15%
FC
1722
Fusion Capital
South Carolina
$698K +$56.3K +1,634 +8%
FPA
1723
First Pacific Advisors
California
$696K
CNBTD
1724
Citizens National Bank Trust Department
Mississippi
$695K
AWM
1725
Accel Wealth Management
Iowa
$695K +$18.2K +529 +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.