We are live on ! Find out more
BAC icon

Bank of America

2,084 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 797 increasing their positions, 921 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% less funds holding

Funds holding: 2,0872,084 (-3)

0.27% less ownership

Funds ownership: 68.37%68.1% (-0.27%)

2% less capital invested

Capital invested by funds: $188B → $185B (-$3.52B)

12% less funds holding in top 10

Funds holding in top 10: 188166 (-22)

13% less repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 921

23% less call options, than puts

Call options by funds: $4.01B | Put options by funds: $5.18B

Holders
2,084
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
45.69%
Holding in Top 10
166
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.7%
% of All Funds
3.64%
New
113
Increased
797
Reduced
921
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07B +$30.6M +1,065,798 +3%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$997M -$9.29M -323,203 -0.9%
Lazard Asset Management
28
Lazard Asset Management
New York
$976M +$93.2M +3,241,243 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$961M -$55M -1,912,741 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$913M -$200M -6,941,709 -18%
UBS AM
31
UBS AM
Illinois
$878M -$50.1M -1,743,570 -5%
PPA
32
Parametric Portfolio Associates
Washington
$807M +$18.1M +627,776 +2%
PI
33
Putnam Investments
Massachusetts
$791M +$56.7M +1,973,231 +8%
UBS Group
34
UBS Group
Switzerland
$772M +$53M +1,843,530 +7%
Sanders Capital
35
Sanders Capital
Florida
$744M +$18.7M +651,057 +3%
LSV Asset Management
36
LSV Asset Management
Illinois
$737M -$17.4M -603,600 -2%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$727M -$1.43B -49,734,283 -67%
ClearBridge Investments
38
ClearBridge Investments
New York
$696M +$20M +693,977 +3%
APG Asset Management
39
APG Asset Management
Netherlands
$677M -$50.2M -1,747,528 -6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$675M +$81.9M +2,848,340 +14%
NEAM
41
New England Asset Management
Connecticut
$664M
Wells Fargo
42
Wells Fargo
California
$660M -$80.4M -2,795,353 -11%
CS
43
Credit Suisse
Switzerland
$641M +$14.7M +511,544 +2%
Prudential Financial
44
Prudential Financial
New Jersey
$632M -$26.9M -935,498 -4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$623M -$8.03M -279,426 -1%
Artisan Partners
46
Artisan Partners
Wisconsin
$600M -$5.38M -187,246 -0.9%
WT
47
Wellcome Trust
United Kingdom
$583M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$578M +$117M +4,055,592 +26%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$546M -$13.3M -464,170 -2%
Aristotle Capital Management
50
Aristotle Capital Management
California
$543M -$1.64M -57,201 -0.3%

BAC Hedge Fund Activity: Q3 2019 in Review

2,084 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2019, worth a combined $185B — down 1.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 101 closed out — a net gain of 12 holders — while 797 added to existing stakes and 921 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $516M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.

  • 2,084 institutional investors held Bank of America (BAC) as of Q3 2019, down from 2,087 in Q2 2019.
  • Funds reported $185B of Bank of America stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2019 and 101 closed out, a net change of +12 holders.
  • The largest Bank of America buyer in Q3 2019 was Parnassus Investments, an estimated $516M added.
  • The largest Bank of America seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2019.