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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
BP
2076
BBR Partners
New York
$399K +$415K +12,043 New
RWP
2077
Revolve Wealth Partners
New Jersey
$399K +$108K +3,130 +35%
AFS
2078
Annapolis Financial Services
Maryland
$396K -$62.6K -1,817 -13%
VF
2079
Vest Financial
Virginia
$396K +$412K +11,968 New
TAM
2080
Townsend Asset Management
North Carolina
$396K +$6.61K +192 +2%
KWM
2081
Kolinsky Wealth Management
New Jersey
$396K +$5.86K +170 +1%
WJA
2082
Willis Johnson & Associates
Texas
$396K -$8.65K -251 -2%
SMA
2083
Sage Mountain Advisors
Georgia
$395K +$105K +3,046 +34%
NFG
2084
Nadler Financial Group
Illinois
$395K +$723 +21 +0.2%
WCM
2085
Wedge Capital Management
North Carolina
$395K -$12.8K -371 -3%
JWM
2086
JGP Wealth Management
Oregon
$395K -$517 -15 -0.1%
BEAM
2087
Baker Ellis Asset Management
Washington
$394K
SFG
2088
Summit Financial Group
West Virginia
$393K
KFS
2089
Kaizen Financial Strategies
California
$393K +$5.17K +150 +1%
CCT
2090
Capital City Trust
Florida
$392K
AWM
2091
Atticus Wealth Management
Florida
$391K
RA
2092
Rise Advisors
New York
$391K +$2.65K +77 +0.7%
GM
2093
Granger Management
New York
$390K -$8.96K -260 -2%
EWM
2094
Evermay Wealth Management
Virginia
$390K -$49.9K -1,450 -11%
PIM
2095
Penobscot Investment Management
Massachusetts
$388K +$404K +11,725 New
WAS
2096
Wealth Advisory Solutions
Indiana
$388K -$44.4K -1,288 -10%
FBC
2097
Fairfield, Bush & Co
Connecticut
$388K -$44.8K -1,300 -10%
LC
2098
Lavaca Capital
Texas
$387K +$392K +11,388 New
JSL
2099
JT Stratford LLC
Georgia
$387K +$93.6K +2,718 +30%
FA
2100
Financial Alternatives
California
$386K +$402K +11,669 New

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.