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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
TAM
251
Todd Asset Management
Kentucky
$52.5M -$540K -16,716 -1%
MNG
252
Manning & Napier Group
New York
$51.5M -$163K -5,051 -0.3%
TPSF
253
Texas Permanent School Fund
Texas
$50.5M -$4.14M -128,010 -8%
SC
254
Scotia Capital
Ontario, Canada
$50.1M -$3.72M -115,175 -7%
ADEF
255
Adams Diversified Equity Fund
Maryland
$50.1M -$1.92M -59,300 -4%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$49.6M -$339K -10,483 -0.7%
VRS
257
Virginia Retirement Systems
Virginia
$49.6M -$1.63M -50,300 -3%
CAG
258
Crestwood Advisors Group
Massachusetts
$49.3M -$906K -28,029 -2%
PCA
259
Personal Capital Advisors
California
$48.9M +$40.7M +1,258,775 +975%
MAM
260
Madison Asset Management
Wisconsin
$48.9M +$44.9M +1,387,777 New
MOACM
261
Mutual of America Capital Management
New York
$48.8M -$975K -30,156 -2%
NAM
262
Nissay Asset Management
Japan
$47.9M -$296K -9,154 -0.7%
PC
263
PM Capital
Australia
$47.8M -$6.33M -196,000 -13%
BGCP
264
Bristol Gate Capital Partners
Ontario, Canada
$47.6M -$4.02M -124,384 -8%
FWM
265
Frontier Wealth Management
Missouri
$47.5M -$2.31M -71,345 -5%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$47.1M +$2.05M +63,323 +5%
MSE
267
MUFG Securities EMEA
United Kingdom
$46.9M -$101M -3,111,236 -70%
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$46.7M -$853K -26,406 -2%
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$46M -$2.73M -84,372 -6%
FAM
270
Fred Alger Management
New York
$45.9M +$39.8M +1,230,777 +1,715%
PFC
271
Poplar Forest Capital
California
$45.6M -$11.3M -350,748 -21%
AC
272
Avenir Corporation
Virginia
$45.3M +$190K +5,894 +0.5%
WBC
273
Westpac Banking Corp
Australia
$45M +$23.9K +740 +0.1%
TAM
274
Tocqueville Asset Management
New York
$44.7M -$5.59M -172,969 -12%
BHIA
275
Birch Hill Investment Advisors
Massachusetts
$44.6M +$1.3M +40,133 +3%

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.