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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
MI
326
Markston International
New York
$30.7M +$372K +11,525 +1%
WF
327
Welch & Forbes
Massachusetts
$30.7M +$417K +12,901 +2%
B
328
BP
United Kingdom
$30.1M -$420K -13,000 -1%
Capstone Investment Advisors
329
Capstone Investment Advisors
New York
$30M +$25.3M +781,352 +1,111%
CT
330
Cambridge Trust
Massachusetts
$29.9M +$9.69M +299,957 +55%
TAM
331
Trillium Asset Management
Massachusetts
$29.9M -$251K -7,770 -0.9%
PSUF
332
People's United Financial
Connecticut
$29.8M +$41.5K +1,284 +0.2%
PMAM
333
Picton Mahoney Asset Management
Ontario, Canada
$29.8M +$136K +4,200 +0.5%
UCFA
334
United Capital Financial Advisors
Texas
$29.5M +$3.62M +112,088 +15%
WJWM
335
Williams Jones Wealth Management
New York
$29.4M +$1.02M +31,708 +4%
QP
336
Quilter Plc
United Kingdom
$29.2M +$26.8M +830,181 New
AG
337
Advisor Group
Arizona
$29M +$236K +7,296 +0.9%
CTI
338
Community Trust & Investment
Kentucky
$28.8M -$3.46M -107,074 -12%
RC
339
RBF Capital
California
$28.8M
OC
340
Oppenheimer & Co
New York
$28.7M -$486K -15,024 -2%
SI
341
Stephens Inc
Arkansas
$28.7M -$3.12M -96,666 -11%
SAM
342
Securian Asset Management
Minnesota
$28.4M -$1.68M -52,016 -6%
SCM
343
Snow Capital Management
Pennsylvania
$28.4M -$32.8M -1,015,709 -56%
QAM
344
QCI Asset Management
New York
$28.1M -$1.11M -34,433 -4%
GPSPJS
345
General Pension Society PZU Joint Stock
Poland
$28M
CA
346
Commerzbank Aktiengesellschaft
Germany
$28M -$61.3M -1,895,615 -70%
BSA
347
Braun Stacey Associates
New York
$27.9M +$502K +15,530 +2%
MCM
348
McKinley Capital Management
Alaska
$27.7M -$1.75M -54,230 -6%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$27.4M +$1.75M +54,215 +7%
ELI
350
Empire Life Investments
Ontario, Canada
$27.3M +$162K +5,001 +0.6%

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.