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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
ACM
351
Aquamarine Capital Management
New York
$27M
DFO
352
Duquesne Family Office
New York
$26.8M +$24.6M +759,700 New
SLAM
353
Swiss Life Asset Management
$26.2M -$16.4M -506,539 -41%
AA
354
Ancora Advisors
Ohio
$26M +$2.22M +68,717 +10%
SFA
355
Spectrum Financial Alliance
Kentucky
$25.9M -$193K -5,980 -0.8%
BAPIM
356
British Airways Pensions Investment Management
United Kingdom
$25.7M +$3.66M +113,125 +18%
SF
357
Synovus Financial
Georgia
$25.5M +$74.4K +2,301 +0.3%
GA
358
GFS Advisors
Texas
$25.5M -$2.58M -79,785 -10%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$25.1M -$11.4K -354 -0%
MIFH
360
Migdal Insurance & Financial Holdings
Israel
$25M +$106K +3,281 +0.5%
SGAM
361
Smith Group Asset Management
Texas
$24.8M -$2.49M -77,154 -10%
KWILP
362
Kiwi Wealth Investments Limited Partnership
New Zealand
$24.5M -$2.52M -78,111 -10%
PI
363
PEAK6 Investments
Illinois
$24.5M -$693K -21,434 -3%
BF
364
BOK Financial
Oklahoma
$24.5M +$2.11M +65,178 +10%
AIM
365
Achmea Investment Management
Netherlands
$24.5M +$2.57M +79,425 +13%
SDIC
366
South Dakota Investment Council
South Dakota
$24.4M -$8.91M -275,643 -28%
LIA
367
LS Investment Advisors
Michigan
$24.2M -$647K -20,028 -3%
PAM
368
Private Asset Management
California
$24.1M -$741K -22,919 -3%
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$24M -$721K -22,313 -3%
JFA
370
Johanson Financial Advisors
California
$24M +$26.6M +823,287 +3,615%
SL
371
Summitry LLC
California
$23.7M -$16.7K -517 -0.1%
Impax Asset Management Group
372
Impax Asset Management Group
United Kingdom
$23.7M +$252K +7,787 +1%
USAA
373
United Services Automobile Association
Texas
$23.5M -$3.03M -93,858 -12%
NSLI
374
Nan Shan Life Insurance
Taiwan
$23.5M +$21.6M +667,000 New
GF
375
Gabelli Funds
New York
$23.5M -$1M -31,000 -4%

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.