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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
CF
1926
Copperwynd Financial
Arizona
$510K -$1.27K -37 -0.2%
CAM
1927
Cidel Asset Management
Ontario, Canada
$509K
AWAP
1928
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$508K -$48.2K -1,400 -8%
SFO
1929
Stokes Family Office
Louisiana
$507K -$20.6K -598 -4%
GCS
1930
Gordian Capital (Singapore)
Singapore
$507K +$245K +7,110 +87%
FMN
1931
Financial Management Network
California
$507K +$723 +21 +0.1%
LWA
1932
Lineweaver Wealth Advisors
Ohio
$505K -$9.44K -274 -2%
FMP
1933
Financial Management Professionals
Texas
$503K +$48K +1,394 +10%
MWAM
1934
Manhattan West Asset Management
California
$502K -$48.6K -1,412 -9%
CA
1935
CoreCap Advisors
Michigan
$501K +$18.5K +538 +4%
SCP
1936
Sender Company & Partners
New York
$498K +$518K +15,036 New
ACP
1937
Aviance Capital Partners
Florida
$498K +$73.7K +2,140 +17%
FC
1938
Forte Capital
New York
$497K -$10.3K -300 -2%
EWA
1939
Encompass Wealth Advisors
Oregon
$496K +$69 +2 +0%
IPW
1940
Invictus Private Wealth
Colorado
$494K +$514K +14,913 New
NRC
1941
New Republic Capital
North Carolina
$493K +$513K +14,899 New
RBC
1942
Romano Brothers & Co
Illinois
$493K +$1.1K +32 +0.2%
RHAM
1943
Round Hill Asset Management
California
$493K -$1.21K -35 -0.2%
VCP
1944
Verus Capital Partners
Arizona
$492K -$40.9K -1,188 -7%
HI
1945
Hudock Inc
Pennsylvania
$488K -$153K -4,456 -23%
WFAG
1946
Wescott Financial Advisory Group
Pennsylvania
$487K -$9.51K -276 -2%
SC
1947
Sawyer & Company
Massachusetts
$486K +$2.82K +82 +0.6%
WIM
1948
Westside Investment Management
California
$485K -$20.7K -600 -1%
CST
1949
Charles Schwab Trust
Nevada
$485K +$42.1K +1,222 +9%
PG
1950
Patten Group
Tennessee
$482K +$28.1K +815 +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.