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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
CSC
2376
Caldwell Sutter Capital
California
$248K +$258K +7,487 New
HCA
2377
Heck Capital Advisors
Wisconsin
$247K +$3.89K +113 +2%
GIP
2378
Granite Investment Partners
California
$247K -$612K -17,779 -70%
NSB
2379
Norway Savings Bank
Maine
$247K
KWMG
2380
King Wealth Management Group
Florida
$247K -$276K -8,000 -52%
VBFG
2381
Vishria Bird Financial Group
Tennessee
$247K
WTFG
2382
Wells Trecaso Financial Group
Ohio
$246K +$207 +6 +0.1%
DBIA
2383
Dumont & Blake Investment Advisors
New Jersey
$246K +$4.89K +142 +2%
TBC
2384
Ted Buchan & Co
California
$246K +$256K +7,418 New
SG
2385
Sharper & Granite
California
$246K +$255K +7,416 New
HAIM
2386
Hunter Associates Investment Management
Pennsylvania
$245K -$51.7K -1,500 -17%
SWA
2387
SFMG Wealth Advisors
Texas
$245K
MPCG
2388
Matrix Private Capital Group
New York
$244K -$13.5K -391 -5%
JWA
2389
JFS Wealth Advisors
Pennsylvania
$244K -$9.58K -278 -4%
OPTFSNA
2390
Old Point Trust & Financial Services N A
Virginia
$244K -$46.5K -1,351 -16%
ACA
2391
Ackerman Capital Advisors
Texas
$243K
MFG
2392
Monte Financial Group
Connecticut
$243K +$252K +7,324 New
NWA
2393
Navis Wealth Advisors
New York
$242K
FAFN
2394
First Affirmative Financial Network
Colorado
$242K +$251K +7,294 New
PS
2395
Planned Solutions
California
$240K
IFO
2396
Independent Family Office
New York
$239K -$43.1K -1,250 -15%
FA
2397
Fermata Advisors
California
$239K -$13K -377 -5%
BWG
2398
Beta Wealth Group
California
$238K +$6.89K +200 +3%
WCWM
2399
Willow Creek Wealth Management
California
$238K +$8.34K +242 +3%
PMG
2400
Private Management Group
California
$238K +$2.86K +83 +1%

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.