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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
LNWTC
2326
Laird Norton Wetherby Trust Company
Washington
$268K +$279K +8,098 New
VCP
2327
Vista Capital Partners
Oregon
$268K +$20.7K +600 +8%
KW
2328
KWB Wealth
California
$268K -$153K -4,441 -35%
UBV
2329
United Bank (Virginia)
Virginia
$267K +$1.03K +30 +0.4%
GD
2330
Grandfield & Dodd
New York
$266K -$11.8K -344 -4%
AA
2331
Auxano Advisors
Washington
$266K +$379 +11 +0.1%
SCM
2332
Sterneck Capital Management
Missouri
$266K +$69 +2 +0%
MFGP
2333
Marshall Financial Group (Pennsylvania)
Pennsylvania
$266K +$1.86K +54 +0.7%
BIA
2334
Beacon Investment Advisors
Maryland
$265K +$276K +8,000 New
TF
2335
Tompkins Financial
New York
$264K
RWA
2336
Redhawk Wealth Advisors
Minnesota
$264K +$274K +7,965 New
VPP
2337
Vertex Planning Partners
Illinois
$264K +$274K +7,956 New
FNT
2338
First Nebraska Trust
Nebraska
$263K
CCFCSB
2339
Cape Cod Five Cents Savings Bank
Massachusetts
$263K -$27.5K -797 -9%
PK
2340
Pflug Koory
Nebraska
$262K -$3.44K -100 -1%
CCM
2341
Chickasaw Capital Management
Tennessee
$262K
B
2342
Bridgeworth
Alabama
$261K +$551 +16 +0.2%
HA
2343
HFG Advisors
Ohio
$261K -$34.4K -1,000 -11%
MC
2344
Maverick Capital
Texas
$260K +$271K +7,864 New
OHIS
2345
Oak Harvest Investment Services
Texas
$260K -$8.4K -244 -3%
ACA
2346
Affinity Capital Advisors
California
$259K +$34 +1 +0%
NCM
2347
Nelson Capital Management
California
$258K
WDL
2348
Well Done LLC
Michigan
$258K -$3.17K -92 -1%
DI
2349
DDFG Inc
California
$258K +$268K +7,781 New
HR
2350
Hardy Reed
Mississippi
$258K

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.