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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
BFG
2201
Berger Financial Group
Minnesota
$328K +$3.24K +94 +1%
MIM
2202
Meixler Investment Management
Arizona
$328K +$5.17K +150 +2%
CWP
2203
CFM Wealth Partners
Texas
$328K +$16.5K +480 +5%
KIG
2204
Kowal Investment Group
Wisconsin
$327K -$8.71K -253 -2%
APW
2205
Austin Private Wealth
Texas
$327K +$102K +2,950 +43%
PAIM
2206
Punch & Associates Investment Management
Minnesota
$326K
EC
2207
EdgeRock Capital
Colorado
$326K -$6.99K -203 -2%
VST
2208
Van Strum & Towne
California
$325K
JLBC
2209
J.L. Bainbridge & Co
Florida
$325K
CAM
2210
Cozad Asset Management
Illinois
$325K +$32.3K +938 +11%
NRI
2211
NFP Retirement Inc
California
$324K +$5.86K +170 +2%
GSIAS
2212
Garden State Investment Advisory Services
New Jersey
$324K +$337K +9,792 New
SMH
2213
Sanders Morris Harris
Texas
$323K
HWM
2214
Horizon Wealth Management
Illinois
$323K -$33.2K -965 -9%
EBA
2215
Eagle Bay Advisors
New York
$322K +$75.4K +2,188 +29%
OPCM
2216
Osborne Partners Capital Management
California
$322K -$4.68K -136 -1%
AFP
2217
Alpha Financial Partners
Kentucky
$322K +$335K +9,717 New
B
2218
Barings
North Carolina
$322K +$86.8K +2,520 +35%
WW
2219
Westshore Wealth
California
$320K
CWM
2220
CCG Wealth Management
California
$320K +$14.7K +428 +5%
AC
2221
Apella Capital
Connecticut
$320K +$26.7K +776 +9%
CWA
2222
Consilium Wealth Advisory
Texas
$319K
SCG
2223
Sonata Capital Group
Washington
$319K
4WM
2224
44 Wealth Management
Oregon
$317K -$33.6K -975 -9%
GM
2225
GeoWealth Management
Illinois
$317K -$1.89K -55 -0.6%

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.