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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
BA
2351
Bridge Advisory
California
$257K +$999 +29 +0.4%
BWM
2352
BCS Wealth Management
Tennessee
$257K
CFO
2353
Collective Family Office
Pennsylvania
$256K -$5.41K -157 -2%
RCA
2354
Resonant Capital Advisors
Wisconsin
$255K -$49.7K -1,443 -16%
JFGIW
2355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K -$12.1K -350 -4%
SICM
2356
Sustainable Insight Capital Management
New York
$255K -$6.89K -200 -3%
AIP
2357
Almanack Investment Partners
Pennsylvania
$254K -$69.3K -2,013 -21%
CA
2358
Centerpoint Advisors
Massachusetts
$254K +$34 +1 +0%
MFA
2359
Morling Financial Advisors
California
$254K
KCM
2360
KRS Capital Management
Michigan
$253K +$896 +26 +0.3%
WCG
2361
Weaver Consulting Group
California
$253K
IIM
2362
Ironwood Investment Management
Massachusetts
$252K -$37.9K -1,100 -13%
IAP
2363
Indie Asset Partners
Indiana
$252K
FCAG
2364
First Capital Advisors Group
New Jersey
$252K +$3.34K +97 +1%
HFS
2365
Heritage Financial Services
Massachusetts
$251K -$79.7K -2,314 -23%
PI
2366
Pettee Investors
Connecticut
$251K
IFS
2367
Ifrah Financial Services
Arkansas
$251K
TWM
2368
TriaGen Wealth Management
California
$251K
HPM
2369
Hoxton Planning & Management
West Virginia
$250K +$260K +7,556 New
MM
2370
MQS Management
New York
$250K +$260K +7,555 New
SCA
2371
STALEY CAPITAL ADVISERS
Pennsylvania
$250K
ECM
2372
Evolution Capital Management
Nevada
$248K +$258K +7,500 New
AIA
2373
Acute Investment Advisory
Arizona
$248K +$258K +7,498 New
BSA
2374
Bull Street Advisors
Georgia
$248K
MCA
2375
Magnolia Capital Advisors
Mississippi
$248K +$258K +7,492 New

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.