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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
AMBIA
1876
Allen Mooney & Barnes Investment Advisors
Georgia
$553K -$392K -11,395 -41%
WFA
1877
Websterrogers Financial Advisors
South Carolina
$552K
SIA
1878
SkyView Investment Advisors
New Jersey
$551K -$10.2K -297 -2%
AGP
1879
Autumn Glory Partners
Texas
$550K -$14.3K -414 -2%
RWB
1880
RMR Wealth Builders
New Jersey
$550K +$44.3K +1,285 +8%
AAMC
1881
Asset Allocation & Management Company
Illinois
$549K -$217K -6,291 -28%
NFSG
1882
Newbridge Financial Services Group
Florida
$549K -$66.3K -1,925 -10%
GDP
1883
Great Diamond Partners
Maine
$548K -$20.9K -606 -4%
FCFC
1884
First Citizens Financial Corp
Iowa
$546K +$10.3K +300 +2%
CIA
1885
Cladis Investment Advisory
Montana
$545K -$3.41K -99 -0.6%
ADMI
1886
Albert D. Mason Inc
Massachusetts
$545K
KCPG
1887
Kavar Capital Partners Group
Kansas
$544K -$6.34K -184 -1%
TIA
1888
Tiemann Investment Advisors
California
$544K -$27.6K -800 -5%
AFP
1889
Ausdal Financial Partners
Iowa
$544K +$33.8K +980 +6%
PP
1890
PDT Partners
New York
$544K +$34.9K +1,014 +7%
JHP
1891
James Hambro & Partners
United Kingdom
$542K +$564K +16,363 New
IWM
1892
Iams Wealth Management
Nebraska
$542K +$563K +16,358 New
TP
1893
Tranquility Partners
Tennessee
$540K -$31K -900 -5%
VC
1894
Veracity Capital
Georgia
$540K -$4.58K -133 -0.8%
KCM
1895
Kanawha Capital Management
Virginia
$538K +$40.9K +1,186 +8%
SSG
1896
Summit Securities Group
New York
$537K -$6.37M -184,804 -92%
NA
1897
Navellier & Associates
Nevada
$537K +$10.3K +300 +2%
BWA
1898
Blodgett Wealth Advisors
California
$534K -$121K -3,500 -18%
WC
1899
Whitney & Co
New York
$534K -$3.44K -100 -0.6%
BHA
1900
Beech Hill Advisors
New York
$532K +$138K +4,000 +33%

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.