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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
CG
2276
CFO4Life Group
Texas
$292K +$59.7K +1,733 +24%
C
2277
CFO4Life
Texas
$292K +$304K +8,820 New
NCM
2278
Narwhal Capital Management
Georgia
$292K +$23.3K +675 +8%
BWM
2279
BerganKDV Wealth Management
Minnesota
$292K -$10.1K -292 -3%
VCM
2280
Vigilant Capital Management
Maine
$291K -$51.7K -1,502 -15%
SIMG
2281
Sonora Investment Management Group
Arizona
$291K -$108K -3,136 -26%
KWM
2282
Keebeck Wealth Management
Illinois
$290K +$8.34K +242 +3%
EFG
2283
Ethos Financial Group
Pennsylvania
$289K +$301K +8,736 New
FA
2284
Financial Advisors
Massachusetts
$289K -$87.4K -2,536 -23%
JCM
2285
Jag Capital Management
Missouri
$288K +$300K +8,705 New
IIC
2286
Ironwood Investment Counsel
Arizona
$288K +$300K +8,707 New
MAG
2287
Mayfair Advisory Group
Alabama
$288K -$25.7K -745 -8%
FH
2288
FWG Holdings
Florida
$286K -$13.4K -389 -4%
JHCP
2289
Jackson Hole Capital Partners
Oklahoma
$285K
ATWA
2290
Arbor Trust Wealth Advisors
Michigan
$285K +$52.5K +1,525 +22%
PCM
2291
Pennsylvania Capital Management
Pennsylvania
$285K
PCA
2292
Prosperity Capital Advisors
Ohio
$284K +$296K +8,586 New
BFIM
2293
Beese Fulmer Investment Management
Ohio
$284K
LPAM
2294
Lodestar Private Asset Management
California
$283K +$294K +8,550 New
CA
2295
CGN Advisors
Kansas
$282K -$4.31K -125 -1%
TF
2296
Trek Financial
Arizona
$282K
CHA
2297
Cooper/Haims Advisors
New York
$282K +$1.52K +44 +0.5%
RFG
2298
RFP Financial Group
Georgia
$280K +$291K +8,452 New
EWM
2299
Executive Wealth Management
Michigan
$280K +$282K +8,201 +3,307%
JF
2300
Jump Financial
Illinois
$280K -$230K -6,663 -44%

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.