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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
AFO
1801
Allie Family Office
Florida
$616K
BIP
1802
Blueprint Investment Partners
North Carolina
$615K +$640K +18,584 New
CVM
1803
Cheviot Value Management
California
$615K +$20.7K +600 +3%
PGWM
1804
Pitti Group Wealth Management
New York
$615K +$54.8K +1,591 +9%
MLA
1805
My Legacy Advisors
Oregon
$614K +$20.4K +592 +4%
LSA
1806
Lansing Street Advisors
Pennsylvania
$613K +$59.9K +1,738 +10%
TC
1807
TAGStone Capital
North Carolina
$613K -$184K -5,340 -22%
AC
1808
Addison Capital
Pennsylvania
$613K -$4.1K -119 -0.6%
NC
1809
NBW Capital
Massachusetts
$612K
PTP
1810
Platform Technology Partners
New York
$611K -$31.8K -922 -5%
VCM
1811
Virtue Capital Management
Tennessee
$609K +$634K +18,400 New
FCB
1812
First County Bank
Connecticut
$608K +$632K +18,358 New
LAM
1813
L2 Asset Management
Massachusetts
$606K +$74.7K +2,168 +13%
IF
1814
Intrua Financial
Texas
$605K +$56.7K +1,647 +10%
GFS
1815
GYL Financial Synergies
Connecticut
$604K +$77.2K +2,242 +14%
AA
1816
Alta Advisers
United Kingdom
$603K
LPIC
1817
LeJeune Puetz Investment Counsel
Michigan
$603K
TCM
1818
Traynor Capital Management
Pennsylvania
$602K +$5.96K +173 +1%
FC
1819
FCA Corp
Texas
$602K -$17.2K -500 -3%
BIA
1820
Bigelow Investment Advisors
Maine
$602K +$53K +1,538 +9%
MHIC
1821
Marble Harbor Investment Counsel
Massachusetts
$602K -$3.44K -100 -0.5%
HI
1822
Harbour Investments
Wisconsin
$602K +$72.8K +2,113 +13%
HL
1823
HeadInvest LLC
Maine
$601K
EFSCE
1824
Enterprise Financial Services Corp (EFSC)
Missouri
$600K -$105K -3,054 -14%
PP
1825
Patron Partners
Texas
$600K -$242K -7,035 -28%

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.