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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
TAM
301
Trillium Asset Management
Massachusetts
$19.9M +$2.63M +87,698 +10%
BCIM
302
British Columbia Investment Management
British Columbia, Canada
$19.8M -$34.5M -1,151,978 -55%
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$19.7M -$1.59M -53,147 -5%
NAM
304
NorthCoast Asset Management
Connecticut
$19.6M +$27.6M +920,610 New
II
305
IFM Investors
Australia
$19.5M -$1.48M -49,360 -5%
QAM
306
QCI Asset Management
New York
$19.3M +$3.39M +113,113 +14%
DILIC
307
Dai-ichi Life Insurance Company
Japan
$18.9M -$4.27M -142,440 -14%
WF
308
Welch & Forbes
Massachusetts
$18.7M +$223K +7,432 +0.9%
CT
309
Cambridge Trust
Massachusetts
$18.6M +$850K +28,343 +3%
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
$18.6M +$26.2M +872,463 +20,738%
ELI
311
Empire Life Investments
Ontario, Canada
$18.6M +$3M +100,083 +13%
SF
312
Synovus Financial
Georgia
$18.5M +$4.57M +152,329 +21%
TAM
313
Tocqueville Asset Management
New York
$18.5M -$11.9M -398,036 -31%
MI
314
Markston International
New York
$18.5M -$62K -2,067 -0.2%
SLAM
315
Swiss Life Asset Management
$18.3M +$3.59M +119,707 +16%
USAA
316
United Services Automobile Association
Texas
$18.2M -$1.88M -62,627 -9%
PC
317
Polar Capital
United Kingdom
$18.2M -$32.5M -1,083,368 -56%
PSUF
318
People's United Financial
Connecticut
$18.1M +$158K +5,272 +0.6%
CS
319
Candriam SCA
Luxembourg
$18M
William Blair & Company
320
William Blair & Company
Illinois
$17.9M -$1.17M -39,142 -4%
SI
321
Stephens Inc
Arkansas
$17.7M +$608K +20,271 +2%
Jane Street
322
Jane Street
New York
$17.6M +$17.3M +577,621 +230%
CCMG
323
Clark Capital Management Group
Pennsylvania
$17.6M -$37.7M -1,258,767 -60%
MCM
324
McKinley Capital Management
Alaska
$17.5M +$1.19M +39,740 +5%
UB
325
UMB Bank
Missouri
$17.5M -$1.65M -54,920 -6%

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.