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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
MIH
376
Meitav Investment House
Israel
$12.6M +$14.9M +497,251 +533%
HIMC
377
Heritage Investors Management Corp
Maryland
$12.4M -$459K -15,296 -3%
AGC
378
Alden Global Capital
Florida
$12.4M +$17.5M +582,155 New
AHB
379
Abner Herrman & Brock
New Jersey
$12.3M -$611K -20,376 -3%
SDIC
380
South Dakota Investment Council
South Dakota
$11.8M -$4.13M -137,618 -20%
GFA
381
Gifford Fong Associates
California
$11.8M
KRS
382
Kentucky Retirement Systems
Kentucky
$11.7M +$4.09M +136,411 +33%
PA
383
Pinnacle Associates
New York
$11.7M -$1.85M -61,580 -10%
RMA
384
Roffman Miller Associates
Pennsylvania
$11.6M +$875K +29,179 +6%
LMIM
385
Lockheed Martin Investment Management
Maryland
$11.6M
BPC
386
Banque Pictet & Cie
Switzerland
$11.6M -$412K -13,728 -2%
RIM
387
Redpoint Investment Management
Australia
$11.6M -$636K -21,226 -4%
BF
388
BOK Financial
Oklahoma
$11.5M -$4.58M -152,836 -22%
HCM
389
Huber Capital Management
California
$11.1M +$92.9K +3,100 +0.6%
PP
390
Palladium Partners
Virginia
$11.1M -$297K -9,919 -2%
GT
391
Glenview Trust
Kentucky
$11.1M +$1.82M +60,801 +13%
JIM
392
Jupiter Investment Management
United Kingdom
$11M +$942K +31,426 +6%
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11M -$123K -4,118 -0.8%
RCM
394
Rockshelter Capital Management
Pennsylvania
$11M +$6.6M +220,204 +74%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$10.8M -$3.6M -120,100 -19%
CA
396
Cetera Advisors
Colorado
$10.8M -$61.2K -2,042 -0.4%
AWCI
397
Alpine Woods Capital Investors
New York
$10.8M
TCM
398
Twin Capital Management
Pennsylvania
$10.7M -$148K -4,950 -1%
AIA
399
Avalon Investment & Advisory
Texas
$10.7M -$11.3M -377,829 -43%
NP
400
NS Partners
United Kingdom
$10.7M +$2.04M +68,055 +16%

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.