BAC icon

Bank of America
BAC

Overview Fund Activity

2,300 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 784 increasing their positions, 955 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+219
Holders Change %
+10.52%
% of All Funds
45.42%
Holding in Top 10
236
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+43.03%
% of All Funds
4.66%
New
346
Increased
784
Reduced
955
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B

Top Buyers

1
DZ Bank
DZ Bank
Germany
$943M
2
GQG Partners
GQG Partners
Florida
$509M
3
Aristotle Capital Management
Aristotle Capital Management
California
$1.01B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$487M
5
Morgan Stanley
Morgan Stanley
New York
$2.08B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$21.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$209M
3
BlackRock
BlackRock
New York
$18.9B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
State Street
State Street
Massachusetts
$12.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
326
Welch & Forbes
Massachusetts
$30.7M +$454K +12,901 +2%
B
327
BP
United Kingdom
$30.1M -$458K -13,000 -1%
Capstone Investment Advisors
328
Capstone Investment Advisors
New York
$30M +$27.5M +781,352 +1,111%
CT
329
Cambridge Trust
Massachusetts
$29.9M +$10.6M +299,957 +55%
TAM
330
Trillium Asset Management
Massachusetts
$29.9M -$274K -7,770 -0.9%
PSUF
331
People's United Financial
Connecticut
$29.8M +$45.2K +1,284 +0.2%
PMAM
332
Picton Mahoney Asset Management
Ontario, Canada
$29.8M +$148K +4,200 +0.5%
UCFA
333
United Capital Financial Advisors
Texas
$29.5M +$3.95M +112,088 +15%
WJWM
334
Williams Jones Wealth Management
New York
$29.4M +$1.12M +31,708 +4%
QP
335
Quilter Plc
United Kingdom
$29.2M +$29.2M +830,181 New
AG
336
Advisor Group
Arizona
$29M +$257K +7,296 +0.9%
CTI
337
Community Trust & Investment
Kentucky
$28.8M -$3.77M -107,074 -12%
RC
338
RBF Capital
California
$28.8M – – –
OC
339
Oppenheimer & Co
New York
$28.7M -$529K -15,024 -2%
SI
340
Stephens Inc
Arkansas
$28.7M -$3.4M -96,666 -11%
SAM
341
Securian Asset Management
Minnesota
$28.4M -$1.83M -52,016 -6%
SCM
342
Snow Capital Management
Pennsylvania
$28.4M -$35.8M -1,015,709 -56%
QAM
343
QCI Asset Management
New York
$28.1M -$1.21M -34,433 -4%
GPSPJS
344
General Pension Society PZU Joint Stock
Poland
$28M – – –
CA
345
Commerzbank Aktiengesellschaft
Germany
$28M -$66.8M -1,895,615 -70%
BSA
346
Braun Stacey Associates
New York
$27.9M +$547K +15,530 +2%
MCM
347
McKinley Capital Management
Alaska
$27.7M -$1.91M -54,230 -6%
Cambridge Investment Research Advisors
348
Cambridge Investment Research Advisors
Iowa
$27.4M +$1.91M +54,215 +7%
ELI
349
Empire Life Investments
Ontario, Canada
$27.3M +$176K +5,001 +0.6%
ACM
350
Aquamarine Capital Management
New York
$27M – – –
12 13
14
15 16