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Bank of America

2,086 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 939 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 69.53%70.03% (+0.5%)

9% less funds holding

Funds holding: 2,3042,086 (-218)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 939

33% less call options, than puts

Call options by funds: $2.83B | Put options by funds: $4.23B

41% less capital invested

Capital invested by funds: $220B → $130B (-$90.6B)

55% less funds holding in top 10

Funds holding in top 10: 237107 (-130)

56% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 342

Holders
2,086
Holders Change
-218
Holders Change %
-9.46%
% of All Funds
45.97%
Holding in Top 10
107
Holding in Top 10 Change
-130
Holding in Top 10 Change %
-54.85%
% of All Funds
2.36%
New
150
Increased
830
Reduced
939
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.5M +$7.01M +233,762 +22%
NAM
252
Nissay Asset Management
Japan
$27.4M -$2.14M -71,453 -5%
WCM
253
Wedge Capital Management
North Carolina
$26.9M +$915K +30,512 +2%
YL
254
YCG LLC
Texas
$26.7M +$22M +733,262 +135%
WorldQuant Millennium Advisors
255
WorldQuant Millennium Advisors
New York
$26.2M -$2.19M -73,142 -6%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$26M -$245K -8,175 -0.7%
AII
257
AGF Investments Inc
Ontario, Canada
$25.9M +$35.1M +1,169,210 +2,210%
M&T Bank
258
M&T Bank
New York
$25.8M -$800K -26,692 -2%
PFC
259
Poplar Forest Capital
California
$25.7M -$2.46M -82,153 -6%
ELC
260
Edgar Lomax Company
Virginia
$25.7M +$19.3M +642,900 +113%
WBC
261
Westpac Banking Corp
Australia
$25.7M -$2.03M -67,568 -5%
CCM
262
Cullen Capital Management
New York
$25.6M -$26.2M -872,850 -42%
Renaissance Technologies
263
Renaissance Technologies
New York
$25.3M +$35.8M +1,193,492 New
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$25.3M -$64.9K -2,166 -0.2%
PI
265
PGGM Investments
Netherlands
$25.1M -$32.6M -1,088,715 -48%
AB
266
Amalgamated Bank
New York
$24.8M -$2.06M -68,650 -6%
Nomura Holdings
267
Nomura Holdings
Japan
$24.8M +$32.8M +1,092,584 +8,203%
Capital Fund Management (CFM)
268
Capital Fund Management (CFM)
France
$24.7M +$25.1M +837,909 +258%
TAF
269
Tredje AP-fonden
Sweden
$24.6M +$18.5M +616,039 +113%
MSA
270
Mason Street Advisors
Wisconsin
$24.5M
NFT
271
Nan Fung Trinity
Hong Kong
$24.5M
ICP
272
Ironvine Capital Partners
Nebraska
$24.3M +$28.9M +965,681 +533%
OWP
273
Obermeyer Wealth Partners
Colorado
$24.2M -$535K -17,843 -2%
ADEF
274
Adams Diversified Equity Fund
Maryland
$23.9M -$8.84M -295,000 -21%
PCA
275
Personal Capital Advisors
California
$23.8M +$5.07M +169,112 +12%

BAC Hedge Fund Activity: Q1 2020 in Review

2,086 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2020, worth a combined $130B — down 41% from $220B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of BAC and 150 opened new positions — a net loss of 192 holders — while 939 trimmed existing stakes and 830 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 2,086 institutional investors held Bank of America (BAC) as of Q1 2020, down from 2,304 in Q4 2019.
  • Funds reported $130B of Bank of America stock for Q1 2020, down 41% quarter-over-quarter.
  • 150 funds opened new Bank of America positions in Q1 2020 and 342 closed out, a net change of -192 holders.
  • The largest Bank of America buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.02B added.
  • The largest Bank of America seller in Q1 2020 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.