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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
PP
401
Palladium Partners
Virginia
$18.7M +$1.92M +59,391 +13%
Wealthfront Advisers
402
Wealthfront Advisers
California
$18.6M +$1.67M +51,569 +11%
CS
403
Candriam SCA
Luxembourg
$18.4M +$1.56M +48,176 +10%
COPPSERS
404
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.4M -$501K -15,499 -3%
HCM
405
Huber Capital Management
California
$18.3M -$4.84M -149,800 -22%
RMA
406
Roffman Miller Associates
Pennsylvania
$18.3M +$18.1K +559 +0.1%
HW
407
Hancock Whitney
Mississippi
$18.2M -$517K -15,991 -3%
SIM
408
Sentry Investment Management
Wisconsin
$18.1M -$447K -13,844 -3%
CA
409
Cetera Advisors
Colorado
$18M -$52.6K -1,627 -0.3%
TCM
410
Twin Capital Management
Pennsylvania
$18M -$6.01M -185,920 -27%
AWCI
411
Alpine Woods Capital Investors
New York
$17.9M -$16.4M -508,890 -50%
GCM
412
Gabalex Capital Management
New York
$17.6M
BCM
413
Barometer Capital Management
Ontario, Canada
$17.5M +$16M +496,445 New
CCMIC
414
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$17.4M +$1.29M +40,005 +9%
NB
415
Norinchukin Bank
Japan
$17.2M -$3.84M -118,805 -20%
PNC
416
Park National Corp
Ohio
$17.2M -$1.56M -48,404 -9%
MCM
417
MAI Capital Management
Ohio
$17.2M +$497K +15,364 +3%
ACM
418
Ategra Capital Management
Virginia
$17.2M -$789K -24,410 -5%
JIM
419
Jupiter Investment Management
United Kingdom
$17.1M +$951K +29,411 +6%
IA
420
Icon Advisers
Colorado
$17.1M -$1.82M -56,262 -10%
CA
421
Cornerstone Advisors
North Carolina
$16.8M +$15.5M +478,300 New
CIA
422
Capital Investment Advisors
Georgia
$16.8M -$240K -7,427 -2%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$16.6M +$6.51M +201,572 +75%
JAM
424
Jupiter Asset Management
United Kingdom
$16.6M +$9.1M +281,694 +149%
O
425
Ossiam
France
$16.5M +$13.6M +421,967 +888%

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.