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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
LCM
1901
LVM Capital Management
Michigan
$531K -$86.1K -2,500 -13%
SIG
1902
Sky Investment Group
Connecticut
$531K +$1.21K +35 +0.2%
TIA
1903
Traphagen Investment Advisors
New Jersey
$531K -$14.9K -433 -3%
OIA
1904
Optimum Investment Advisors
Illinois
$529K -$6.89K -200 -1%
HCM
1905
Hall Capital Management
Rhode Island
$528K -$3.27K -95 -0.6%
CFP
1906
Catalyst Financial Partners
Massachusetts
$528K +$549K +15,953 New
FWSM
1907
First Wilshire Securities Management
California
$528K
MAWCM
1908
Mine & Arao Wealth Creation & Management
California
$527K -$17.4K -506 -3%
RZH
1909
Relyea Zuckerberg Hanson
Connecticut
$526K +$49.5K +1,437 +10%
BAG
1910
Bridgewealth Advisory Group
California
$525K +$546K +15,862 New
GPI
1911
General Partner Inc
Pennsylvania
$524K +$545K +15,817 New
MA
1912
MJP Associates
Connecticut
$523K +$77.4K +2,246 +17%
AWM
1913
AllSquare Wealth Management
New York
$522K +$29.3K +850 +6%
CFO
1914
CVA Family Office
Colorado
$522K -$21.4K -620 -4%
CSB
1915
City State Bank
Iowa
$521K -$1.72K -50 -0.3%
FNBOH
1916
First National Bank of Hutchinson
Kansas
$520K -$88.2K -2,560 -14%
HIC
1917
Harvey Investment Company
Kentucky
$520K
FWCM
1918
Ferguson Wellman Capital Management
Oregon
$520K +$196K +5,697 +57%
KI
1919
Kula Investments
Illinois
$518K +$1M +29,095 New
SIC
1920
Shoker Investment Counsel
Ohio
$518K -$27.3K -792 -5%
ABLA
1921
Alan B. Lancz & Associates
Ohio
$517K
HWA
1922
HHM Wealth Advisors
Tennessee
$515K -$24.7K -717 -4%
AIC
1923
Archer Investment Corporation
Indiana
$513K +$34.5K +1,003 +7%
IA
1924
IAM Advisory
Pennsylvania
$513K +$11.5K +333 +2%
AWA
1925
Amplius Wealth Advisors
Pennsylvania
$510K +$28.8K +835 +6%

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.