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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
SEIA
2301
Signature Estate & Investment Advisors
California
$279K -$24.1K -700 -8%
JWCA
2302
J.W. Coons Advisors
Ohio
$279K +$33.1K +960 +13%
SAF
2303
Smith Anglin Financial
Texas
$279K -$15.5K -449 -5%
FWM
2304
ForthRight Wealth Management
Georgia
$278K +$26K +754 +10%
RFM
2305
Royal Fund Management
Florida
$277K +$11.1K +321 +4%
SWM
2306
Segment Wealth Management
Texas
$277K
AFG
2307
Alterity Financial Group
Maine
$277K -$33.7K -979 -10%
WF
2308
WoodTrust Financial
Wisconsin
$276K -$26.3K -763 -8%
TIA
2309
Tandem Investment Advisors
South Carolina
$276K +$288K +8,348 New
BAM
2310
Bellevue Asset Management
Washington
$276K -$4.41K -128 -2%
MFG
2311
Menard Financial Group
Texas
$275K -$206K -5,991 -42%
DIP
2312
DT Investment Partners
Pennsylvania
$275K
VP
2313
Verum Partners
North Carolina
$274K +$285K +8,274 New
LJHT
2314
Laurie J. Hall Trustee
$274K
BWM
2315
BlackDiamond Wealth Management
New York
$274K +$7.37K +214 +3%
CIG
2316
Cascade Investment Group
Colorado
$273K +$284K +8,256 New
SAMT
2317
Select Asset Management & Trust
Pennsylvania
$273K -$14.9K -434 -5%
LBA
2318
Lowell Blake & Associates
Massachusetts
$273K
BRG
2319
Bay Rivers Group
Virginia
$271K +$10.3K +300 +4%
WMA
2320
West Michigan Advisors
Michigan
$271K +$2.51K +73 +0.9%
MAWA
2321
Moss Adams Wealth Advisors
Washington
$270K +$281K +8,159 New
CBT
2322
CoreFirst Bank & Trust
Kansas
$270K
CH
2323
Canton Hathaway
Rhode Island
$269K
BEI
2324
Benjamin Edwards Inc
Missouri
$269K +$21.5K +623 +8%
MAM
2325
Marotta Asset Management
Virginia
$268K -$1.72K -50 -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.