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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
Cohen & Steers
1976
Cohen & Steers
New York
$464K
HWM
1977
Hemington Wealth Management
Virginia
$464K +$10.3K +298 +2%
BWCS
1978
Beirne Wealth Consulting Services
Connecticut
$464K -$34K -986 -7%
SLG
1979
Stanley-Laman Group
Pennsylvania
$464K -$178K -5,171 -27%
PFA
1980
Pure Financial Advisors
California
$462K +$15.3K +445 +3%
CWS
1981
Cypress Wealth Services
California
$462K +$36.7K +1,065 +8%
BCM
1982
Barden Capital Management
Texas
$461K -$321K -9,325 -40%
VWMG
1983
Virginia Wealth Management Group
Virginia
$460K +$1.76K +51 +0.4%
BB
1984
Bell Bank
North Dakota
$459K -$103K -2,996 -18%
ICP
1985
Interchange Capital Partners
Pennsylvania
$458K -$102K -2,962 -18%
LCM
1986
Lattice Capital Management
Washington
$458K
NWA
1987
New World Advisors
Massachusetts
$458K +$66.3K +1,926 +16%
LJCM
1988
Lee Johnson Capital Management
Texas
$457K -$11.5K -333 -2%
AFAS
1989
Acorn Financial Advisory Services
Virginia
$457K -$16.5K -479 -3%
CPSC
1990
Carl P. Sherr & Co
Massachusetts
$456K +$7.85K +228 +2%
NJBEST
1991
New Jersey Better Educational Savings Trust
New Jersey
$455K
RA
1992
Rational Advisors
New York
$455K -$209K -6,061 -31%
EWM
1993
EPG Wealth Management
Georgia
$454K -$2.41K -70 -0.5%
SN
1994
Sittner & Nelson
Oregon
$451K +$379 +11 +0.1%
SP
1995
Successful Portfolios
Florida
$450K +$15.8K +460 +4%
PCA
1996
Pallas Capital Advisors
Massachusetts
$449K -$178K -5,182 -28%
APP
1997
Alpha Paradigm Partners
Illinois
$449K +$467K +13,551 New
EFM
1998
E Fund Management
China
$448K -$17.7K -514 -4%
OCM
1999
Orleans Capital Management
Louisiana
$448K -$517 -15 -0.1%
AWM
2000
Angeles Wealth Management
California
$445K +$142K +4,113 +44%

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.