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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
CTI
326
Community Trust & Investment
Kentucky
$17.5M +$137K +4,573 +0.6%
FAF
327
Första AP-fonden
Sweden
$17.4M +$24.6M +821,700 New
BAPIM
328
British Airways Pensions Investment Management
United Kingdom
$17.4M +$2.65M +88,323 +12%
AA
329
Ancora Advisors
Ohio
$17.3M +$2.29M +76,370 +10%
SGAM
330
Smith Group Asset Management
Texas
$17.2M +$3.1M +103,317 +15%
QP
331
Quilter Plc
United Kingdom
$17.1M -$702K -23,417 -3%
B
332
BP
United Kingdom
$17.1M -$1.53M -51,000 -6%
GPSPJS
333
General Pension Society PZU Joint Stock
Poland
$16.9M
SAM
334
Shell Asset Management
Netherlands
$16.9M -$3.6M -120,128 -13%
NMIMC
335
Northwestern Mutual Investment Management Company
Wisconsin
$16.8M +$14.3M +478,553 +152%
SAM
336
Securian Asset Management
Minnesota
$16.8M -$416K -13,863 -2%
RC
337
RBF Capital
California
$16.8M -$776K -25,894 -3%
ABTD
338
Arvest Bank Trust Division
Oklahoma
$16.7M -$2.86M -95,324 -11%
ZCM
339
Ziegler Capital Management
Illinois
$16.6M +$23.5M +783,026 New
HW
340
Hancock Whitney
Mississippi
$16.4M +$7.68M +256,265 +50%
ACM
341
Aquamarine Capital Management
New York
$16.3M
OAM
342
Oppenheimer Asset Management
New York
$16.2M -$4.46M -148,666 -16%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$15.9M +$11.1M +368,621 +97%
KWILP
344
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.7M +$1.21M +40,279 +6%
SFA
345
Spectrum Financial Alliance
Kentucky
$15.2M +$648K +21,605 +3%
UCFA
346
United Capital Financial Advisors
Texas
$15.2M -$3.67M -122,280 -15%
BSA
347
Braun Stacey Associates
New York
$15.2M -$2.39M -79,597 -10%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$15.2M +$30.1K +1,003 +0.1%
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$15M -$7.62M -254,150 -28%
ISL
350
Ingalls & Snyder LLC
New York
$15M +$21.1M +704,230 New

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.