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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
JMFC
426
J.M. Forbes & Co
Massachusetts
$16.4M +$1.15M +35,673 +8%
PL
427
Perpetual Ltd
Australia
$16.4M -$2.65M -82,000 -15%
BPB
428
Badgley, Phelps & Bell
Washington
$16.2M +$471K +14,576 +3%
GT
429
Glenview Trust
Kentucky
$16.2M -$276K -8,542 -2%
GIM
430
Grassi Investment Management
California
$16.2M -$73.5K -2,274 -0.5%
CGH
431
Crossmark Global Holdings
Texas
$16.2M -$757K -23,423 -5%
FBA
432
Front Barnett Associates
Illinois
$16M +$293K +9,074 +2%
TU
433
TDAM USA
Ontario, Canada
$16M -$2.26M -69,831 -13%
SPIA
434
Steward Partners Investment Advisory
New York
$15.9M -$72.7K -2,249 -0.5%
EWM
435
Endurance Wealth Management
Rhode Island
$15.7M +$61.4K +1,900 +0.4%
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$15.6M -$31.1K -963 -0.2%
JC
437
JBF Capital
Colorado
$15.5M +$32.3K +1,000 +0.2%
LS
438
Livforsakringsbolaget Skandia
Sweden
$15.5M -$1.13M -35,100 -7%
IC
439
InterOcean Capital
Illinois
$15.3M -$374K -11,563 -3%
NP
440
NS Partners
United Kingdom
$15.3M +$349K +10,812 +3%
NLGIA
441
Nippon Life Global Investors Americas
New York
$15.2M +$14M +432,960 New
BDS
442
Banco de Sabadell
Florida
$15.2M +$916K +28,347 +7%
RC
443
RegentAtlantic Capital
New Jersey
$15.2M -$999K -30,906 -7%
BBVA
444
Banco Bilbao Vizcaya Argentaria
Spain
$15.1M +$13.9M +430,022 New
CHCM
445
Columbus Hill Capital Management
New Jersey
$15M +$6.21M +192,282 +82%
IAS
446
IMA Advisory Services
Colorado
$14.7M -$217K -6,709 -2%
KRS
447
Kentucky Retirement Systems
Kentucky
$14.7M -$413K -12,792 -3%
Mercer Global Advisors
448
Mercer Global Advisors
Colorado
$14.6M +$1.06M +32,679 +9%
ACI
449
Alpha Cubed Investments
California
$14.6M -$271K -8,383 -2%
MFS
450
Mirabella Financial Services
United Kingdom
$14.6M +$13.4M +414,998 New

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.