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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
HIP
2226
HUB Investment Partners
Texas
$316K +$10.4K +303 +3%
PIMG
2227
Patriot Investment Management Group
Tennessee
$316K +$276 +8 +0.1%
MA
2228
MBA Advisors
Pennsylvania
$314K -$27.7K -804 -8%
WAOTB
2229
Wealth Advisors of Tampa Bay
Florida
$314K
ACM
2230
Aljian Capital Management
Nevada
$314K +$48.2K +1,400 +17%
LIG
2231
Lokken Investment Group
Delaware
$313K
WB
2232
West Bancorporation
Iowa
$313K -$29K -841 -8%
BAM
2233
Bosun Asset Management
Illinois
$313K +$325K +9,446 New
WOSD
2234
WFA of San Diego
California
$311K -$6.23K -181 -2%
SAM
2235
Strategy Asset Managers
California
$311K +$15.5K +449 +5%
DWM
2236
Destination Wealth Management
California
$311K -$41.5K -1,204 -11%
RPWA
2237
Regent Peak Wealth Advisors
Georgia
$311K +$4.13K +120 +1%
WWMSC
2238
Wagner Wealth Management (South Carolina)
South Carolina
$310K +$12.1K +351 +4%
BA
2239
Bluesphere Advisors
Pennsylvania
$309K -$6.89K -200 -2%
PHAM
2240
Palisades Hudson Asset Management
Florida
$309K
NF
2241
Nvest Financial
New Hampshire
$308K +$15.8K +459 +5%
MPCL
2242
My Personal CFO LLC
Washington
$308K
CAC
2243
Certified Advisory Corp
Florida
$307K -$43.5K -1,263 -12%
LCC
2244
Lincoln Capital Corp
Rhode Island
$306K +$319K +9,248 New
GPA
2245
Guerra Pan Advisors
New Jersey
$306K
NEPPG
2246
New England Professional Planning Group
Rhode Island
$306K
UFA
2247
US Financial Advisors
Massachusetts
$306K -$136K -3,960 -30%
MIAS
2248
Mason Investment Advisory Services
Virginia
$306K +$517 +15 +0.2%
BCMLT
2249
Beacon Capital Management LLC (Tennessee)
Tennessee
$305K -$136K -3,958 -30%
AIIMS
2250
Analyst IMS Investment Management Services
Israel
$305K

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.