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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
CCA
2126
Cottonwood Capital Advisors
Utah
$375K +$40.1K +1,164 +11%
AMC
2127
Asset Management Corp
Illinois
$374K -$22K -640 -5%
RFO
2128
RiverGlades Family Offices
Florida
$374K +$389K +11,300 New
VFP
2129
Verus Financial Partners
Virginia
$373K -$12.1K -350 -3%
SSW
2130
Stone Summit Wealth
Florida
$372K
CCFM
2131
Clear Creek Financial Management
Washington
$372K -$71.9K -2,086 -16%
CAM
2132
Campion Asset Management
Virginia
$371K -$21.4K -620 -5%
IWA
2133
Intercontinental Wealth Advisors
Texas
$370K -$15.5K -451 -4%
IA
2134
IFG Advisors
Missouri
$370K -$792 -23 -0.2%
JC
2135
Jacobs & Co
California
$369K -$930 -27 -0.2%
SWM
2136
Shelton Wealth Management
Texas
$367K -$3.93K -114 -1%
CPA
2137
Capital Planning Advisors
California
$365K -$107K -3,092 -22%
BG
2138
Benedetti & Gucer
Georgia
$365K +$68.8K +1,998 +22%
AIA
2139
Angeles Investment Advisors
California
$365K +$380K +11,018 New
SJL
2140
Shayne & Jacobs LLC
Tennessee
$364K +$10.3K +300 +3%
DOA
2141
D'Orazio & Associates
Virginia
$363K -$40.6K -1,180 -10%
MA
2142
MKT Advisors
California
$362K +$12.5K +364 +4%
WP
2143
WMS Partners
Maryland
$362K -$15.6K -453 -4%
CCM
2144
Carlson Capital Management
Minnesota
$359K -$10K -291 -3%
WAG
2145
Wallace Advisory Group
California
$359K +$373K +10,833 New
CM
2146
Cornerstone Management
Georgia
$358K
FC
2147
Financial Council
Maryland
$358K +$241 +7 +0.1%
BIA
2148
BHK Investment Advisors
Alabama
$357K -$34.4K -1,000 -8%
VFA
2149
Voya Financial Advisors
Connecticut
$355K -$32.6K -946 -8%
TWM
2150
Thrive Wealth Management
Pennsylvania
$352K +$8.27K +240 +2%

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.