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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
Mirae Asset Global Investments
426
Mirae Asset Global Investments
South Korea
$8.99M -$13.5M -449,344 -51%
AAM
427
Advisors Asset Management
Colorado
$8.94M +$335K +11,162 +3%
TU
428
TDAM USA
Ontario, Canada
$8.9M -$1.08M -36,172 -8%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$8.9M -$706K -23,538 -5%
AAIM
430
American Assets Investment Management
California
$8.86M +$2.7M +90,000 +28%
OCAM
431
Onex Canada Asset Management
Ontario, Canada
$8.79M +$78.3K +2,612 +0.6%
Mercer Global Advisors
432
Mercer Global Advisors
Colorado
$8.78M -$65.5K -2,185 -0.5%
RC
433
RegentAtlantic Capital
New Jersey
$8.76M -$561K -18,703 -4%
SAM
434
SP Asset Management
California
$8.72M +$655K +21,852 +6%
SPIA
435
Steward Partners Investment Advisory
New York
$8.66M -$1.3M -43,350 -10%
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$8.65M +$66.7K +2,225 +0.5%
BS
437
Banco Santander
Spain
$8.63M +$5.35M +178,309 +78%
IA
438
Icon Advisers
Colorado
$8.62M -$2.37M -79,100 -16%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$8.61M +$2.74M +91,418 +29%
PTC
440
Philadelphia Trust Company
Pennsylvania
$8.6M -$15M -499,870 -55%
MNBTD
441
Moody National Bank Trust Division
Texas
$8.49M +$3.24K +108 +0%
IIM
442
Intact Investment Management
Quebec, Canada
$8.48M +$95.9K +3,200 +0.8%
HCP
443
Holt Capital Partners
Texas
$8.46M -$50K -1,668 -0.4%
WAS
444
Wesleyan Assurance Society
United Kingdom
$8.45M
ABC
445
Associated Banc-Corp
Wisconsin
$8.41M +$985K +32,841 +9%
Simplex Trading
446
Simplex Trading
Illinois
$8.4M +$5.62M +187,355 +90%
Wealthfront Advisers
447
Wealthfront Advisers
California
$8.32M -$4.1M -136,684 -26%
SC
448
SouthState Corp
Florida
$8.3M -$523K -17,445 -4%
DA
449
Denali Advisors
California
$8.24M +$30K +1,000 +0.3%
IAS
450
IMA Advisory Services
Colorado
$8.18M -$949K -31,647 -8%

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.