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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
CJL
1776
Cyrus J. Lawrence
New York
$639K -$108K -3,122 -14%
AF
1777
Advisornet Financial
Minnesota
$637K -$2.44M -70,728 -79%
POIA
1778
Pin Oak Investment Advisors
Texas
$636K +$595K +17,281 +893%
WAM
1779
WNY Asset Management
New York
$634K -$13.5K -391 -2%
RCM
1780
Raleigh Capital Management
North Carolina
$634K +$2.62K +76 +0.4%
MAC
1781
Mason & Associates (California)
California
$633K +$38.4K +1,115 +6%
SFP
1782
Sweet Financial Partners
Minnesota
$633K +$27K +783 +4%
EIM
1783
Essex Investment Management
Massachusetts
$630K -$37K -1,075 -5%
ETH
1784
Exos TFP Holdings
New York
$630K -$197K -5,731 -23%
TFCP
1785
Twin Focus Capital Partners
Massachusetts
$629K +$6.37K +185 +1%
SWA
1786
SOA Wealth Advisors
New York
$629K +$689 +20 +0.1%
LIM
1787
Lathrop Investment Management
Arkansas
$629K -$66.2K -1,922 -9%
HHGA
1788
Halbert Hargrove Global Advisors
California
$627K -$104K -3,018 -14%
BCA
1789
Bay Colony Advisors
Massachusetts
$626K -$32.8K -951 -5%
MCA
1790
MSH Capital Advisors
Arizona
$623K +$50.5K +1,467 +8%
DDPIC
1791
Deroy & Devereaux Private Investment Counsel
Michigan
$623K
WA
1792
Wealth Alliance
New York
$623K -$78K -2,264 -11%
FCMC
1793
Founders Capital Management (Connecticut)
Connecticut
$622K
GCAC
1794
Guardian Capital Advisors (Canada)
Ontario, Canada
$619K -$2.58K -75 -0.4%
GAM
1795
Grandview Asset Management
Pennsylvania
$619K -$26.7K -776 -4%
SMC
1796
Smith, Moore & Co
Missouri
$617K +$220K +6,392 +52%
BSI
1797
Bennett Selby Investments
Maine
$617K +$7.06K +205 +1%
NICM
1798
Neo Ivy Capital Management
New York
$617K +$370K +10,742 +136%
TFA
1799
Triad Financial Advisors
North Carolina
$617K -$1.07K -31 -0.2%
TCM
1800
Teza Capital Management
Illinois
$616K -$5.96M -172,897 -90%

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.