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Bank of America

2,656 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,220 increasing their positions, 996 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 1,220 | Existing positions reduced: 996

6% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 197

1.48% less ownership

Funds ownership: 70.32%68.84% (-1.5%)

2% less funds holding

Funds holding: 2,7182,656 (-62)

16% less capital invested

Capital invested by funds: $189B → $159B (-$29.4B)

25% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.33B

30% less funds holding in top 10

Funds holding in top 10: 12890 (-38)

Holders
2,656
Holders Change
-62
Holders Change %
-2.28%
% of All Funds
42.32%
Holding in Top 10
90
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-29.69%
% of All Funds
1.43%
New
186
Increased
1,220
Reduced
996
Closed
197
Calls
$4.73B
Puts
$6.33B
Net Calls
-$1.6B
Net Calls Change
-$335M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
176
Natixis Advisors
Massachusetts
$68.5M -$10.7M -322,731 -12%
Rafferty Asset Management
177
Rafferty Asset Management
New York
$67.3M -$11.1M -335,534 -12%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$66.8M +$241K +7,310 +0.3%
DJC
179
Daily Journal Corp
California
$65.8M
Aviva
180
Aviva
United Kingdom
$65.6M -$8.33M -252,331 -10%
Nomura Asset Management
181
Nomura Asset Management
Japan
$64.9M +$2.72M +82,279 +4%
RAM
182
RWC Asset Management
United Kingdom
$61.6M +$12.1M +366,608 +21%
Osaic Holdings
183
Osaic Holdings
Arizona
$61.1M -$1.05M -31,755 -1%
Holocene Advisors
184
Holocene Advisors
New York
$61.1M +$69.5M +2,104,555 +6,966%
CI
185
Clal Insurance
Israel
$60.6M +$16.2M +490,000 +30%
Corient Private Wealth
186
Corient Private Wealth
Florida
$59M +$19.8M +601,175 +41%
Hudson Bay Capital Management
187
Hudson Bay Capital Management
Connecticut
$58.9M +$17M +516,000 +33%
ZIM
188
Zacks Investment Management
Illinois
$58.7M +$2.65M +80,389 +4%
BCM
189
Basswood Capital Management
New York
$58.5M +$29.2M +883,601 +76%
Optiver Holding
190
Optiver Holding
Netherlands
$57.1M +$50.3M +1,522,538 +321%
ASRS
191
Arizona State Retirement System
Arizona
$56.4M +$32.4K +983 +0%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$55.2M -$3.03M -91,894 -5%
SOMRS
193
State of Michigan Retirement System
Michigan
$54.8M +$650K +19,700 +1%
Bank of Nova Scotia
194
Bank of Nova Scotia
Ontario, Canada
$54.8M -$22.6M -683,404 -26%
Cerity Partners
195
Cerity Partners
New York
$54.2M +$243K +7,372 +0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
196
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$53.5M -$128M -3,885,919 -68%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$53.1M +$4.32M +130,788 +8%
PC
198
PM Capital
Australia
$52.3M +$26.2M +793,693 +77%
ZIG
199
Zurich Insurance Group
Switzerland
$52.2M +$60.3M +1,826,206 New
AIG
200
American International Group
New York
$52.2M +$224K +6,795 +0.4%

BAC Hedge Fund Activity: Q1 2023 in Review

2,656 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2023, worth a combined $159B — down 16% from $189B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of BAC and 186 opened new positions — a net loss of 11 holders — while 996 trimmed existing stakes and 1,220 added.

The largest buyer was Berkshire Hathaway, adding an estimated $751M. The largest seller was Norges Bank, cutting an estimated $811M.

  • 2,656 institutional investors held Bank of America (BAC) as of Q1 2023, down from 2,718 in Q4 2022.
  • Funds reported $159B of Bank of America stock for Q1 2023, down 16% quarter-over-quarter.
  • 186 funds opened new Bank of America positions in Q1 2023 and 197 closed out, a net change of -11 holders.
  • The largest Bank of America buyer in Q1 2023 was Berkshire Hathaway, an estimated $751M added.
  • The largest Bank of America seller in Q1 2023 was Norges Bank, an estimated $811M sold.

Based on aggregated 13F filings for Q1 2023.