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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
GGS
2401
Galvin Gaustad & Stein
Arizona
$237K -$224K -6,506 -48%
DWA
2402
Douglass Winthrop Advisors
New York
$236K -$110K -3,200 -31%
CTFG
2403
Capstone Triton Financial Group
Oklahoma
$236K +$245K +7,111 New
WFS
2404
Widmann Financial Services
Maryland
$235K +$69 +2 +0%
TFGT
2405
TS Financial Group (TSFG)
Illinois
$234K +$551 +16 +0.2%
BA
2406
Ballast Advisors
Minnesota
$233K -$20.9K -606 -8%
JMF
2407
Johnson Midwest Financial
Iowa
$233K +$344 +10 +0.1%
HFAS
2408
Hummer Financial Advisory Services
Illinois
$232K
CFA
2409
Compass Financial Advisors
Indiana
$232K -$896 -26 -0.4%
BHB
2410
Bank Hapoalim BM
Israel
$232K -$2.24K -65 -0.9%
MCWS
2411
McKinley Carter Wealth Services
West Virginia
$231K +$240K +6,978 New
LSWM
2412
Lorne Steinberg Wealth Management
Canada
$231K
SAMC
2413
Spectrum Asset Management (California)
California
$231K +$240K +6,966 New
OIS
2414
Okabena Investment Services
Minnesota
$231K -$153K -4,435 -39%
LFG
2415
Larson Financial Group
Missouri
$230K -$37.5K -1,088 -14%
HBT
2416
Hills Bank & Trust
Iowa
$230K +$14.3K +415 +6%
WCM
2417
WealthBridge Capital Management
Ohio
$229K
G
2418
GenTrust
Florida
$228K -$150K -4,350 -39%
PWAC
2419
Private Wealth Advisors (California)
California
$228K -$3.41K -99 -1%
IAG
2420
Investment Advisory Group
Massachusetts
$227K +$276 +8 +0.1%
IIA
2421
Integral Investment Advisors
California
$226K
D
2422
Diversified
Delaware
$226K +$235K +6,831 New
HWA
2423
Heartwood Wealth Advisors
Virginia
$226K +$235K +6,830 New
MWA
2424
Motive Wealth Advisors
Michigan
$226K +$235K +6,817 New
AWP
2425
Abacus Wealth Partners
California
$226K +$3.44K +100 +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.