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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
MSAM
1726
Moloney Securities Asset Management
Missouri
$694K +$14.6K +425 +2%
WP
1727
Westmount Partners
California
$693K +$721K +20,927 New
ESCM
1728
Echo Street Capital Management
New York
$693K +$420K +12,200 +140%
JFA
1729
JNBA Financial Advisors
Minnesota
$692K -$1.34K -39 -0.2%
BFG
1730
Barber Financial Group
Kansas
$690K -$4.48K -130 -0.6%
AIA
1731
AIMZ Investment Advisors
California
$686K -$5.17K -150 -0.7%
SWM
1732
Silverlake Wealth Management
Vermont
$685K +$106K +3,072 +17%
OA
1733
Oxbow Advisors
Texas
$685K
PIA
1734
Perennial Investment Advisors
California
$685K +$29.3K +851 +4%
AP
1735
Adero Partners
California
$684K -$76.4K -2,219 -10%
HFM
1736
Hartford Funds Management
Pennsylvania
$682K +$402K +11,661 +130%
ISWM
1737
Independent Solutions Wealth Management
New York
$681K -$8.61K -250 -1%
WA
1738
Wealth Advisors
California
$680K -$83.5K -2,424 -11%
TFA
1739
Teamwork Financial Advisors
Texas
$679K +$706K +20,488 New
AFG
1740
Allegheny Financial Group
Pennsylvania
$678K +$1.52K +44 +0.2%
TTWM
1741
TCV Trust & Wealth Management
Virginia
$677K -$3.62K -105 -0.5%
CWP
1742
Concord Wealth Partners
Virginia
$675K -$166K -4,818 -19%
HCMG
1743
Howard Capital Management Group
California
$673K
VDI
1744
Vaughan David Investments
Illinois
$673K +$48.6K +1,410 +7%
AWM
1745
Aprio Wealth Management
Georgia
$672K +$95.1K +2,760 +16%
LIM
1746
Leavell Investment Management
Alabama
$672K +$67.6K +1,964 +11%
PCH
1747
PGIM Custom Harvest
New Jersey
$671K +$698K +20,274 New
SIA
1748
Soltis Investment Advisors
Utah
$671K +$119K +3,458 +21%
IWA
1749
Inspirion Wealth Advisors
Illinois
$671K -$43.4K -1,259 -6%
GA
1750
Geller Advisors
New York
$670K +$67.3K +1,953 +11%

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.