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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
AMM
2451
American Money Management
California
$215K +$223K +6,487 New
CCM
2452
Chiron Capital Management
Florida
$215K -$22.7K -660 -9%
ACP
2453
Arcus Capital Partners
Georgia
$214K +$223K +6,471 New
UWM
2454
USAdvisors Wealth Management
Minnesota
$214K +$223K +6,473 New
AWM
2455
Affinity Wealth Management
Delaware
$214K -$16.2K -470 -7%
PAM
2456
Peak Asset Management
Colorado
$213K +$221K +6,430 New
AWA
2457
AmeriServ Wealth Advisors
Pennsylvania
$213K +$221K +6,430 New
SCA
2458
Scott Capital Advisors
Oregon
$211K +$220K +6,382 New
JSC
2459
Jackson Square Capital
California
$211K +$220K +6,379 New
PCI
2460
Planning Center Inc
Illinois
$211K +$219K +6,366 New
MWP
2461
Meridian Wealth Partners
Pennsylvania
$211K +$219K +6,356 New
HCM
2462
Hengehold Capital Management
Ohio
$210K +$219K +6,355 New
CC
2463
Corton Capital
Ontario, Canada
$210K +$219K +6,350 New
MTC
2464
McDaniel Terry & Co
Texas
$210K +$218K +6,342 New
PAS
2465
Professional Advisory Services
Florida
$210K +$218K +6,342 New
MWM
2466
Mattern Wealth Management
Kansas
$210K +$218K +6,336 New
RRWA
2467
Rainey & Randall Wealth Advisors
Florida
$210K +$218K +6,332 New
PIA
2468
Powell Investment Advisors
Florida
$210K
CFG
2469
Cooper Financial Group
California
$209K +$217K +6,306 New
WFA
2470
Wellspring Financial Advisors
Ohio
$209K +$217K +6,300 New
RCM
2471
Rain Capital Management
Oregon
$209K +$217K +6,297 New
VCM
2472
Versant Capital Management
Arizona
$208K -$18.3K -530 -8%
LP
2473
LGL Partners
Pennsylvania
$208K -$20K -580 -8%
SEP
2474
Southland Equity Partners
Missouri
$207K +$215K +6,255 New
GWM
2475
Gray Wealth Management
Maine
$207K -$68.5K -1,989 -24%

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.