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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
WFI
2026
West Family Investments
California
$427K -$312K -9,054 -41%
SPP
2027
Single Point Partners
Massachusetts
$427K -$81.2K -2,356 -15%
FFG
2028
Frisch Financial Group
New York
$427K +$2.1K +61 +0.5%
BFC
2029
Bedel Financial Consulting
Indiana
$425K -$2.17K -63 -0.5%
SC
2030
Saiph Capital
New Jersey
$425K +$3.07K +89 +0.1%
SLA
2031
Silver Lake Advisory
Utah
$424K +$3.1K +90 +0.7%
EA
2032
Ergawealth Advisors
Illinois
$424K +$441K +12,800 New
AFG
2033
Albion Financial Group
Utah
$423K -$8.13K -236 -2%
KFP
2034
KMG Fiduciary Partners
Ohio
$422K -$26.5K -770 -6%
CWMU
2035
Caliber Wealth Management (Utah)
Utah
$422K +$439K +12,749 New
WMSA
2036
Weiss Multi-Strategy Advisers
New York
$422K -$6.32M -183,515 -94%
HC
2037
Hamilton Capital
Ohio
$422K +$149K +4,330 +52%
SIC
2038
Sigma Investment Counselors
Michigan
$421K +$67.4K +1,956 +18%
FHC
2039
First Heartland Consultants
Missouri
$420K +$4.99K +145 +1%
CCM
2040
Condor Capital Management
New Jersey
$419K +$12.8K +371 +3%
LNB
2041
Ledyard National Bank
$418K -$42.8K -1,243 -9%
VAFP
2042
Vahanian & Associates Financial Planning
New York
$418K
TCMP
2043
Thrive Capital Management (Pennsylvania)
Pennsylvania
$417K +$6.61K +192 +2%
AF
2044
Apexium Financial
Texas
$416K +$36K +1,044 +9%
CG
2045
Clarus Group
Texas
$415K +$1.24K +36 +0.3%
MIM
2046
Meridiem Investment Management
United Kingdom
$414K
LC
2047
LCNB Corp
Ohio
$414K +$43.9K +1,275 +11%
CI
2048
Cavalier Investments
Georgia
$413K -$22.1K -642 -5%
IHL
2049
Investment House LLC
California
$412K -$8.61K -250 -2%
EA
2050
Emerald Advisors
Washington
$411K -$54.7K -1,587 -11%

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.