We are live on ! Find out more
BAC icon

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
KA
451
KLCM Advisors
Wisconsin
$8.16M -$249K -8,316 -2%
ONB
452
Old National Bancorp
Indiana
$8.08M +$96.2K +3,210 +0.9%
MAM
453
Meeder Asset Management
Ohio
$8.06M +$1.34M +44,591 +13%
CA
454
Cornerstone Advisors
North Carolina
$8.03M -$3M -100,000 -21%
WAM
455
World Asset Management
Michigan
$7.96M -$4.78M -159,531 -30%
PPCM
456
Pillar Pacific Capital Management
California
$7.96M +$6.87K +229 +0.1%
ACM
457
Ategra Capital Management
Virginia
$7.94M -$3.43M -114,482 -23%
BDS
458
Banco de Sabadell
Florida
$7.86M -$2.09M -69,833 -16%
ECM
459
Estabrook Capital Management
New York
$7.77M -$433K -14,442 -4%
AC
460
Allstate Corporation
Illinois
$7.72M -$17.2M -574,892 -61%
GLAM
461
Gardner Lewis Asset Management
Pennsylvania
$7.7M -$1.35M -45,056 -11%
CIA
462
CCM Investment Advisers
South Carolina
$7.68M +$892K +29,745 +9%
CSS
463
Cubist Systematic Strategies
Connecticut
$7.6M +$9.11M +303,833 +560%
SFS
464
Sowell Financial Services
Arkansas
$7.59M +$1.38M +46,148 +15%
FCBT
465
First Citizens Bank & Trust
North Carolina
$7.59M +$348K +11,592 +3%
RFA
466
Reilly Financial Advisors
California
$7.58M +$318K +10,610 +3%
AP
467
Appleton Partners
Massachusetts
$7.51M -$130K -4,342 -1%
WIA
468
Wealthstreet Investment Advisors
Texas
$7.43M -$663K -22,122 -6%
HRC
469
Hoertkorn Richard Charles
$7.35M -$163K -5,450 -2%
AssetMark Inc
470
AssetMark Inc
California
$7.33M +$3.1M +103,349 +43%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$7.31M -$1.21M -40,200 -10%
TIM
472
Thompson Investment Management
Wisconsin
$7.29M +$221K +7,358 +2%
S
473
Seeyond
France
$7.29M -$901K -30,042 -36%
AAM
474
Auxier Asset Management
Oregon
$7.23M -$17.1K -569 -0.2%
CFG
475
Citizens Financial Group
Rhode Island
$7.22M +$272K +9,069 +3%

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.