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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
GEA
2151
Glen Eagle Advisors
New Jersey
$352K +$3.51K +102 +1%
ACM
2152
Alethea Capital Management
Washington
$351K -$10.3K -300 -3%
SB
2153
Sunflower Bank
Texas
$350K -$106K -3,070 -23%
DWA
2154
Delap Wealth Advisory
Oregon
$350K +$364K +10,565 New
NB
2155
Nicolet Bankshares
Wisconsin
$350K +$15.7K +455 +5%
VBFP
2156
Valtinson Bruner Financial Planning
Minnesota
$349K +$2.51K +73 +0.7%
EWS
2157
Evergreen Wealth Solutions
Pennsylvania
$349K +$13.1K +380 +4%
SCM
2158
Spreng Capital Management
Ohio
$348K -$68.9K -2,000 -16%
FSA
2159
Franklin Street Advisors
North Carolina
$348K -$114K -3,321 -24%
TFA
2160
Toth Financial Advisory
Virginia
$348K -$6.17K -179 -2%
SBF
2161
Sara-Bay Financial
Florida
$347K -$5.34K -155 -1%
SFS
2162
Summit Financial Strategies
Ohio
$347K -$53.2K -1,544 -13%
CPSAC
2163
Chas P. Smith & Associates (CPS)
Florida
$346K -$4.41K -128 -1%
SPWM
2164
Schrum Private Wealth Management
Florida
$346K +$482 +14 +0.1%
TLP
2165
Trinity Legacy Partners
Texas
$346K +$31.6K +916 +10%
MIM
2166
Moseley Investment Management
Florida
$346K +$19.6K +570 +6%
TA
2167
Trellis Advisors
Washington
$345K +$88.6K +2,572 +33%
FFA
2168
Farther Finance Advisors
California
$345K +$358K +10,403 New
AAP
2169
Arax Advisory Partners
Colorado
$344K -$2.14K -62 -0.6%
PFA
2170
Pathway Financial Advisors
Vermont
$344K -$3.03K -88 -0.8%
SAM
2171
Smithbridge Asset Management
Pennsylvania
$344K -$16.1K -467 -4%
MWP
2172
Madison Wealth Partners
Wisconsin
$343K -$1.03K -30 -0.3%
KFP
2173
KB Financial Partners
New Jersey
$343K +$241 +7 +0.1%
CWA
2174
Centennial Wealth Advisory
Michigan
$342K +$33.4K +970 +10%
LSA
2175
L & S Advisors
California
$342K -$4.89M -141,999 -93%

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.