B of A Ownership

BAC
 Stock
  

USD 34.82  1.26  3.49%   

Some institutional investors establish a significant position in stocks such as B of A in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of B of A, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Trending Equities.
  
B of A Preferred Dividends Income Statement Impact is projected to increase significantly based on the last few years of reporting. The past year's Preferred Dividends Income Statement Impact was at 1.63 Billion. The current year Dividends per Basic Common Share is expected to grow to 0.84, whereas Payment of Dividends and Other Cash Distributions is forecasted to decline to (8.3 B). B of A Weighted Average Shares is projected to decrease significantly based on the last few years of reporting. The past year's Weighted Average Shares was at 8.49 Billion. The current year Weighted Average Shares Diluted is expected to grow to about 10.4 B, whereas Issuance Purchase of Equity Shares is forecasted to decline to (25.8 B).
B of A holds a total of eight billion twenty-two million four hundred thirty thousand two hundred eight outstanding shares. The majority of Bank Of America outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Bank Of America to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in B of A. Please pay attention to any change in the institutional holdings of Bank Of America as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

B of A Stock Ownership Analysis

About 71.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.2. Some equities with similar Price to Book (P/B) outperform the market in the long run. Bank Of America last dividend was issued on the 1st of December 2022. The entity had 2:1 split on the 30th of August 2004. Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. The company was founded in 1784 and is based in Charlotte, North Carolina. B of A operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 213000 people. For more info on Bank Of America please contact Brian Moynihan at 704 386 5681 or go to https://www.bankofamerica.com.

B of A SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. B of A prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that B of A investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Bank Of America specific information freely available to individual and institutional investors to make a timely investment decision.
14th of September 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
17th of August 2022
Unclassified Corporate Event
View
27th of April 2022
Submission of Matters to a Vote of Security Holders
View

B of A Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as B of A is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bank Of America backward and forwards among themselves. B of A's institutional investor refers to the entity that pools money to purchase B of A's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares65.5 KM
Zwj Investment Counsel IncCommon Shares65.6 KM
Zwj Investment Counsel IncCommon Shares65 K2.7 M
Zwj Investment Counsel IncCommon Shares77 K3.4 M
Zwj Investment Counsel IncCommon Shares94.3 KM
Zwj Investment Counsel IncCommon Shares35.9 K1.5 M
Zwj Investment Counsel IncCommon Shares128.1 KM
Note, although B of A's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Bank Of America Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific B of A insiders, such as employees or executives, is commonly permitted as long as it does not rely on B of A's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases B of A insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Almeida Jose E over two months ago via Macroaxis 
Acquisition by Almeida Jose E of 4529 shares of B of A subject to Rule 16b-3
Bernard Mensah over two months ago via Macroaxis 
Exercise or conversion by Bernard Mensah of 1799 shares of B of A subject to Rule 16b-3
James Demare over three months ago via Macroaxis 
Exercise or conversion by James Demare of 17470 shares of B of A subject to Rule 16b-3
Brian Moynihan over three months ago via Macroaxis 
Exercise or conversion by Brian Moynihan of 17819 shares of B of A subject to Rule 16b-3
Brian Moynihan over three months ago via Macroaxis 
Exercise or conversion by Brian Moynihan of 15852 shares of B of A subject to Rule 16b-3
Matthew Koder over six months ago via Macroaxis 
Exercise or conversion by Matthew Koder of 50000 shares of B of A subject to Rule 16b-3
Bless Rudolf A over six months ago via Macroaxis 
Exercise or conversion by Bless Rudolf A of 2674 shares of B of A subject to Rule 16b-3
Maria Zuber over six months ago via Macroaxis 
Acquisition by Maria Zuber of 6858 shares of B of A subject to Rule 16b-3
De Weck Pierre Jp over six months ago via Macroaxis 
Payment of 985 shares by De Weck Pierre Jp of B of A subject to Rule 16b-3
De Weck Pierre Jp over six months ago via Macroaxis 
Payment of 985 shares by De Weck Pierre Jp of B of A subject to Rule 16b-3
Brian Moynihan over six months ago via Macroaxis 
Exercise or conversion by Brian Moynihan of 15852 shares of B of A subject to Rule 16b-3
Paul Donofrio over six months ago via Macroaxis 
Exercise or conversion by Paul Donofrio of 120755 shares of B of A subject to Rule 16b-3

B of A Outstanding Bonds

B of A issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Bank Of America uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most B of A bonds can be classified according to their maturity, which is the date when Bank Of America has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

B of A Investors Sentiment

The influence of B of A's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in B of A. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to B of A's public news can be used to forecast risks associated with investment in B of A. The trend in average sentiment can be used to explain how an investor holding B of A can time the market purely based on public headlines and social activities around Bank Of America. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
B of A's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for B of A's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average B of A's news discussions. The higher the estimated score, the more favorable is the investor's outlook on B of A.

B of A Implied Volatility

    
  24.47  
B of A's implied volatility exposes the market's sentiment of Bank Of America stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if B of A's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that B of A stock will not fluctuate a lot when B of A's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards B of A in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, B of A's short interest history, or implied volatility extrapolated from B of A options trading.

Pair Trading with B of A

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if B of A position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in B of A will appreciate offsetting losses from the drop in the long position's value.

Moving together with B of A

+0.74CCitigroup Fiscal Year End 13th of January 2023 PairCorr
+0.97JPMJPMorgan Chase Fiscal Year End 13th of January 2023 PairCorr
+0.97WFCWells Fargo Fiscal Year End 13th of January 2023 PairCorr
+0.61BGCPBGC Partners Aggressive PushPairCorr
The ability to find closely correlated positions to B of A could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace B of A when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back B of A - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank Of America to buy it.
The correlation of B of A is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as B of A moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank Of America moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for B of A can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. Note that the Bank Of America information on this page should be used as a complementary analysis to other B of A's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for B of A Stock analysis

When running Bank Of America price analysis, check to measure B of A's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy B of A is operating at the current time. Most of B of A's value examination focuses on studying past and present price action to predict the probability of B of A's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move B of A's price. Additionally, you may evaluate how the addition of B of A to your portfolios can decrease your overall portfolio volatility.
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Is B of A's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of B of A. If investors know B of A will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about B of A listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.047) 
Market Capitalization
289.4 B
Quarterly Revenue Growth YOY
0.009
Return On Assets
0.0089
Return On Equity
0.1
The market value of Bank Of America is measured differently than its book value, which is the value of B of A that is recorded on the company's balance sheet. Investors also form their own opinion of B of A's value that differs from its market value or its book value, called intrinsic value, which is B of A's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because B of A's market value can be influenced by many factors that don't directly affect B of A's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between B of A's value and its price as these two are different measures arrived at by different means. Investors typically determine B of A value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, B of A's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.