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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
PWM
2101
Prentice Wealth Management
New York
$386K +$31.7K +919 +9%
GFP
2102
Gryphon Financial Partners
Ohio
$386K -$14.2K -412 -3%
LSA
2103
Lion Street Advisors
Texas
$385K +$10.6K +308 +4%
BLC
2104
Brown, Lisle/Cummings
Rhode Island
$384K +$138 +4 +0%
MTWM
2105
Masso Torrence Wealth Management
New Jersey
$384K -$68.9K -1,999 -15%
FIB
2106
First Interstate Bank
Montana
$384K -$105K -3,041 -21%
MHR
2107
Matthew Hamilton Rosenberg
$384K +$7.68K +223 +2%
RCG
2108
Regatta Capital Group
California
$383K +$16.1K +467 +4%
OWP
2109
Obermeyer Wealth Partners
Colorado
$383K +$69.1K +2,005 +21%
SWM
2110
SFG Wealth Management
Maryland
$381K -$77.8K -2,258 -16%
DAM
2111
Deltec Asset Management
New York
$381K
FPCP
2112
Fort Point Capital Partners
California
$381K
CWM
2113
Cahaba Wealth Management
Georgia
$380K -$259K -7,519 -40%
CBFP
2114
Cedar Brook Financial Partners
Ohio
$379K -$26.6K -772 -6%
CFA
2115
Cahill Financial Advisors
Minnesota
$378K -$930 -27 -0.2%
GP
2116
Greenline Partners
New York
$378K -$10.2K -297 -3%
FMTC
2117
Farmers & Merchants Trust Company
California
$378K -$16.7K -486 -4%
CWM
2118
Centric Wealth Management
Illinois
$377K -$23.8K -692 -6%
RCG
2119
Rock Creek Group
District of Columbia
$377K -$68.3K -1,984 -15%
SFB
2120
STAR Financial Bank
Indiana
$377K +$392K +11,370 New
ACP
2121
Aveo Capital Partners
Colorado
$376K +$43.1K +1,252 +12%
FBT
2122
First Bank & Trust
South Dakota
$376K +$9.3K +270 +2%
FWA
2123
FSM Wealth Advisors
Ohio
$376K +$51K +1,481 +15%
PSP
2124
Pacific Sage Partners
Washington
$375K +$390K +11,325 New
FNBOSM
2125
First National Bank of South Miami
Florida
$375K -$14.8K -431 -4%

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.