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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
WP
1851
WealthSpring Partners
California
$577K -$138K -4,000 -19%
MIFH
1852
Migdal Insurance & Financial Holdings
Israel
$577K +$7.58K +220 +1%
OWM
1853
OneAscent Wealth Management
Alabama
$574K +$310K +8,989 +108%
MSWM
1854
McGlone Suttner Wealth Management
Wisconsin
$574K +$597K +17,318 New
MFC
1855
Mechanics Financial Corp
Ohio
$573K +$192K +5,586 +48%
KFI
1856
Key Financial Inc
Pennsylvania
$572K
SMWM
1857
Silvia McColl Wealth Management
California
$570K +$592K +17,198 New
CCM
1858
Compton Capital Management
Rhode Island
$569K -$86K -2,496 -13%
PHS
1859
Pekin Hardy Strauss
Illinois
$569K +$68.9K +2,000 +13%
CPWA
1860
Cerro Pacific Wealth Advisors
California
$568K +$9.78K +284 +2%
ANBT
1861
American National Bank & Trust
Texas
$568K +$375K +10,895 +174%
WA
1862
WealthTrust Axiom
Pennsylvania
$567K
FAM
1863
Flaharty Asset Management
Florida
$566K -$64.3K -1,866 -10%
FFG
1864
Fortem Financial Group
California
$566K -$50.2K -1,457 -8%
PCM
1865
Pointe Capital Management
Michigan
$562K
C
1866
CEDRUS
Colorado
$562K -$1.69K -49 -0.3%
GKWIM
1867
Gerber Kawasaki Wealth & Investment Management
California
$561K +$3.55K +103 +0.6%
YIA
1868
YHB Investment Advisors
Connecticut
$560K +$6.75K +196 +1%
OFW
1869
Omnia Family Wealth
Florida
$560K +$2.65K +77 +0.5%
MCI
1870
MRP Capital Investments
Georgia
$558K +$580K +16,850 New
HI
1871
Humankind Investments
New York
$558K -$28.2K -819 -5%
MSA
1872
Marino Stram & Associates
Massachusetts
$556K -$2.79K -81 -0.5%
DAM
1873
Delta Asset Management
Tennessee
$555K +$28.2K +820 +5%
BWM
1874
BigSur Wealth Management
Florida
$555K
CCB
1875
Cutter & Co Brokerage
Missouri
$554K -$60.2K -1,748 -9%

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.