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Bank of America

2,304 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 785 increasing their positions, 956 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more first-time investments, than exits

New positions opened: 348 | Existing positions closed: 93

43% more funds holding in top 10

Funds holding in top 10: 166237 (+71)

19% more capital invested

Capital invested by funds: $185B → $220B (+$35.5B)

11% more funds holding

Funds holding: 2,0832,304 (+221)

1.43% more ownership

Funds ownership: 68.1%69.53% (+1.4%)

18% less repeat investments, than reductions

Existing positions increased: 785 | Existing positions reduced: 956

31% less call options, than puts

Call options by funds: $4.98B | Put options by funds: $7.19B

Holders
2,304
Holders Change
+221
Holders Change %
+10.61%
% of All Funds
45.4%
Holding in Top 10
237
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+42.77%
% of All Funds
4.67%
New
348
Increased
785
Reduced
956
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$64.5M -$9.23M -285,626 -13%
First Trust Advisors
227
First Trust Advisors
Illinois
$63.8M +$7.15M +221,086 +14%
MVP
228
Miller Value Partners
Florida
$63.3M -$12.1M -374,955 -17%
Comerica Bank
229
Comerica Bank
Texas
$63M -$1.4M -43,398 -2%
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$62M -$10.2M -316,737 -15%
Nomura Asset Management
231
Nomura Asset Management
Japan
$61.9M -$3.35M -103,723 -6%
NIMC
232
NWQ Investment Management Company
California
$61.9M -$5.51M -170,537 -9%
ASRS
233
Arizona State Retirement System
Arizona
$61.3M -$3.39M -104,767 -6%
DC
234
Davenport & Co
Virginia
$60.5M +$463K +14,328 +0.8%
BG
235
Bahl & Gaynor
Ohio
$60.5M +$1.96M +60,656 +4%
AQR Capital Management
236
AQR Capital Management
Connecticut
$60.4M +$7.13M +220,602 +15%
CCM
237
Crabel Capital Management
California
$60.3M +$55.4M +1,713,128 New
PWLP
238
Prio Wealth Limited Partnership
Massachusetts
$58.8M +$52.8K +1,634 +0.1%
SIM
239
Sadoff Investment Management
Wisconsin
$58.2M -$723K -22,362 -1%
Creative Planning
240
Creative Planning
Kansas
$56.6M -$1.87M -57,908 -3%
ZIM
241
Zacks Investment Management
Illinois
$56M +$28.5M +881,255 +124%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$55.9M -$2.51M -77,523 -5%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$55.4M -$8.76M -271,090 -15%
ERSOT
244
Employees Retirement System of Texas
Texas
$55.1M +$15.8M +488,000 +45%
SCP
245
Seizert Capital Partners
Michigan
$54.8M -$2.12M -65,626 -4%
URS
246
Utah Retirement Systems
Utah
$54.7M -$1.55M -48,100 -3%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$54.6M +$1.46M +45,035 +3%
PC
248
PointState Capital
New York
$53.6M +$49.2M +1,522,500 New
HF
249
HRT Financial
New York
$52.9M +$8.79M +272,002 +22%
AIM
250
Alphinity Investment Management
Australia
$52.7M -$3.13M -96,922 -6%

BAC Hedge Fund Activity: Q4 2019 in Review

2,304 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2019, worth a combined $220B — up 19% from $185B a quarter earlier.

Buyers outnumbered sellers: 348 funds opened new BAC positions and 93 closed out — a net gain of 255 holders — while 785 added to existing stakes and 956 trimmed.

The largest buyer was DZ Bank, adding an estimated $859M. The largest seller was Vanguard Group, cutting an estimated $508M.

  • 2,304 institutional investors held Bank of America (BAC) as of Q4 2019, up from 2,083 in Q3 2019.
  • Funds reported $220B of Bank of America stock for Q4 2019, up 19% quarter-over-quarter.
  • 348 funds opened new Bank of America positions in Q4 2019 and 93 closed out, a net change of +255 holders.
  • The largest Bank of America buyer in Q4 2019 was DZ Bank, an estimated $859M added.
  • The largest Bank of America seller in Q4 2019 was Vanguard Group, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2019.