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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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$81.8M +$3.28M +95,324 +4%
M&T Bank
177
M&T Bank
New York
$81.7M +$867K +25,169 +1%
Connor, Clark & Lunn Investment Management (CC&L)
178
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.9M +$27.5M +798,672 +50%
Creative Planning
179
Creative Planning
Kansas
$78.2M +$6.82M +197,904 +9%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$77.7M +$3.7M +107,500 +5%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$77.2M -$2.81M -81,610 -3%
CWM
182
CIBC World Markets
New York
$76.4M +$39.7M +1,153,762 +100%
DJC
183
Daily Journal Corp
California
$76.2M
CVA
184
Ceredex Value Advisors
Florida
$75.9M -$23.2M -672,726 -23%
NIG
185
NFJ Investment Group
Texas
$75.5M +$56.5M +1,641,033 +257%
TAF
186
Tredje AP-fonden
Sweden
$74.2M +$24.4M +707,073 +46%
GIA
187
Gateway Investment Advisers
Ohio
$73.2M -$8.23M -238,962 -10%
Nomura Asset Management
188
Nomura Asset Management
Japan
$72.4M +$1.55M +44,986 +2%
Osaic Holdings
189
Osaic Holdings
Arizona
$71.9M +$2.7M +78,448 +4%
Artisan Partners
190
Artisan Partners
Wisconsin
$70.8M -$384K -11,144 -0.5%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$67M -$9.2M -267,156 -12%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$66.6M +$14M +405,049 +25%
HA
193
Homestead Advisers
Virginia
$66.1M -$155K -4,500 -0.2%
ZIM
194
Zacks Investment Management
Illinois
$65.3M +$1.51M +43,787 +2%
ASRS
195
Arizona State Retirement System
Arizona
$65.3M -$21.5K -625 -0%
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$63.7M -$10.8M -314,257 -14%
ERSOT
197
Employees Retirement System of Texas
Texas
$63.7M -$1.82M -52,900 -3%
FAF
198
Första AP-fonden
Sweden
$63.4M +$13M +376,500 +24%
SOMRS
199
State of Michigan Retirement System
Michigan
$62.8M +$169K +4,900 +0.3%
SSM
200
Sound Shore Management
Connecticut
$61.5M +$7.69M +223,315 +14%

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.