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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
GA
351
GFS Advisors
Texas
$14.7M -$877K -29,250 -4%
ACM
352
Advisors Capital Management
New Jersey
$14.7M +$1.25M +41,808 +6%
NLGIA
353
Nippon Life Global Investors Americas
New York
$14.7M +$7.78M +259,560 +60%
AIM
354
Alphinity Investment Management
Australia
$14.7M -$24.2M -805,853 -54%
OC
355
Oppenheimer & Co
New York
$14.4M -$4.04M -134,923 -17%
PAM
356
Private Asset Management
California
$14.4M -$148K -4,953 -0.7%
CFB
357
Cullen/Frost Bankers
Texas
$14.4M +$825K +27,513 +4%
PR
358
Payden & Rygel
California
$14.3M -$9.75M -325,381 -33%
Impax Asset Management Group
359
Impax Asset Management Group
United Kingdom
$14.3M +$22.5K +749 +0.1%
CB
360
Commerce Bank
Missouri
$14.3M +$1.25M +41,641 +7%
SL
361
Summitry LLC
California
$14.3M -$53.9K -1,799 -0.3%
Two Sigma Investments
362
Two Sigma Investments
New York
$14.2M +$20.1M +669,316 New
RGI
363
River Global Investors
United Kingdom
$14.1M -$6.76M -225,500 -25%
JG
364
Jefferies Group
New York
$14.1M +$14M +467,046 +273%
PIA
365
Piedmont Investment Advisors
North Carolina
$14M +$621K +20,713 +3%
LIA
366
LS Investment Advisors
Michigan
$14M -$840K -28,013 -4%
SCM
367
Snow Capital Management
Pennsylvania
$13.7M -$4.76M -158,932 -20%
GF
368
Gabelli Funds
New York
$13.7M -$678K -22,600 -3%
Qube Research & Technologies (QRT)
369
Qube Research & Technologies (QRT)
United Kingdom
$13.7M +$19.3M +643,135 New
QI
370
QV Investors
Alberta, Canada
$13.5M +$12.2M +407,310 +178%
DIA
371
Davidson Investment Advisors
Montana
$13.4M -$447K -14,906 -2%
SMDAM
372
Sumitomo Mitsui DS Asset Management
Japan
$13.1M -$2.01M -67,191 -10%
CCA
373
Cobblestone Capital Advisors
New York
$12.9M +$1.37M +45,628 +8%
TIP
374
Torray Investment Partners
Maryland
$12.8M -$30.6K -1,022 -0.2%
HHII
375
H&H International Investment
California
$12.7M +$18M +600,000 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.