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Bank of America

2,641 hedge funds and large institutions have $173B invested in Bank of America in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 1,267 increasing their positions, 933 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,267 | Existing positions reduced: 933

0.44% less ownership

Funds ownership: 69.71%69.27% (-0.44%)

5% less funds holding

Funds holding: 2,7902,641 (-149)

13% less funds holding in top 10

Funds holding in top 10: 149129 (-20)

33% less call options, than puts

Call options by funds: $3.73B | Put options by funds: $5.55B

37% less capital invested

Capital invested by funds: $274B → $173B (-$101B)

47% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 238

Holders
2,641
Holders Change
-149
Holders Change %
-5.34%
% of All Funds
44.49%
Holding in Top 10
129
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.42%
% of All Funds
2.17%
New
125
Increased
1,267
Reduced
933
Closed
238
Calls
$3.73B
Puts
$5.55B
Net Calls
-$1.82B
Net Calls Change
-$556M
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
2376
Community Trust & Investment
Kentucky
$216K -$65K -1,806 -21%
WCWM
2377
Willow Creek Wealth Management
California
$216K
IAG
2378
Investment Advisory Group
Massachusetts
$215K -$13.4K -371 -5%
WCM
2379
WealthBridge Capital Management
Ohio
$215K -$3.6K -100 -1%
G
2380
GenTrust
Florida
$215K
BWA
2381
Bordeaux Wealth Advisors
California
$215K +$7.56K +210 +3%
SWM
2382
Scissortail Wealth Management
Oklahoma
$215K +$174K +4,829 New
RTC
2383
Riverview Trust Company
Washington
$214K -$55.9K -1,552 -18%
CWA
2384
Clarity Wealth Advisors
California
$214K -$12.2K -338 -5%
HBT
2385
Hills Bank & Trust
Iowa
$214K -$2.2K -61 -0.9%
BEI
2386
Benjamin Edwards Inc
Missouri
$214K +$40.8K +1,133 +20%
MWPCG
2387
Measured Wealth Private Client Group
New Hampshire
$213K -$32.9K -914 -12%
IIA
2388
Integral Investment Advisors
California
$213K -$24.6K -683 -9%
F
2389
F3Logic
Minnesota
$213K
WAM
2390
Winslow Asset Management
Ohio
$213K
TFGT
2391
TS Financial Group (TSFG)
Illinois
$213K +$2.99K +83 +1%
T
2392
TCWP
Ohio
$212K +$2.99K +83 +1%
ACP
2393
Arcus Capital Partners
Georgia
$211K -$623K -17,294 -72%
RG
2394
Retirement Group
California
$211K -$540 -15 -0.2%
KWM
2395
KerberRose Wealth Management
Wisconsin
$211K +$244K +6,771 New
AWP
2396
Abacus Wealth Partners
California
$210K -$281K -7,796 -54%
OTPPB
2397
Ontario Teachers' Pension Plan Board
Ontario, Canada
$210K -$62.4K -1,732 -20%
NB
2398
Northwest Bancshares
Pennsylvania
$210K -$5.4K -150 -2%
APW
2399
Austin Private Wealth
Texas
$210K +$1.58K +44 +0.7%
AIA
2400
Alera Investment Advisors
Illinois
$209K +$15.5K +430 +7%

BAC Hedge Fund Activity: Q2 2022 in Review

2,641 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2022, worth a combined $173B — down 37% from $274B a quarter earlier.

Sellers outnumbered buyers: 238 funds closed out of BAC and 125 opened new positions — a net loss of 113 holders — while 933 trimmed existing stakes and 1,267 added.

The largest buyer was Morgan Stanley, adding an estimated $982M. The largest seller was Wellington Management Group, cutting an estimated $2.36B.

  • 2,641 institutional investors held Bank of America (BAC) as of Q2 2022, down from 2,790 in Q1 2022.
  • Funds reported $173B of Bank of America stock for Q2 2022, down 37% quarter-over-quarter.
  • 125 funds opened new Bank of America positions in Q2 2022 and 238 closed out, a net change of -113 holders.
  • The largest Bank of America buyer in Q2 2022 was Morgan Stanley, an estimated $982M added.
  • The largest Bank of America seller in Q2 2022 was Wellington Management Group, an estimated $2.36B sold.

Based on aggregated 13F filings for Q2 2022.