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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
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27B -$10.7M -329,855 -0.9%
Lazard Asset Management
27
Lazard Asset Management
New York
$1.23B +$50.4M +1,559,009 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.2B +$37.9M +1,173,265 +4%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$1.2B -$5.04M -155,810 -0.5%
UBS AM
30
UBS AM
Illinois
$1.04B -$22.8M -704,298 -2%
PPA
31
Parametric Portfolio Associates
Washington
$1.01B +$35.4M +1,095,791 +4%
Aristotle Capital Management
32
Aristotle Capital Management
California
$1.01B +$321M +9,918,553 +53%
Deutsche Bank
33
Deutsche Bank
Germany
$980M -$112M -3,465,321 -11%
PI
34
Putnam Investments
Massachusetts
$955M -$288K -8,923 -0%
DZ Bank
35
DZ Bank
Germany
$943M +$859M +26,591,205 +11,951%
UBS Group
36
UBS Group
Switzerland
$903M -$26.9M -831,010 -3%
LSV Asset Management
37
LSV Asset Management
Illinois
$867M -$21.1M -653,351 -3%
ClearBridge Investments
38
ClearBridge Investments
New York
$861M +$10.2M +314,874 +1%
Wells Fargo
39
Wells Fargo
California
$853M +$52.1M +1,613,398 +7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$852M +$34.2M +1,056,799 +5%
APG Asset Management
41
APG Asset Management
Netherlands
$817M +$23.3M +720,700 +3%
NEAM
42
New England Asset Management
Connecticut
$801M
CS
43
Credit Suisse
Switzerland
$765M -$8.84M -273,618 -1%
Prudential Financial
44
Prudential Financial
New Jersey
$741M -$20.4M -630,752 -3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$732M -$19M -586,713 -3%
Artisan Partners
46
Artisan Partners
Wisconsin
$716M -$7.36M -227,801 -1%
WT
47
Wellcome Trust
United Kingdom
$704M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$702M +$3.85M +119,198 +0.6%
Sanders Capital
49
Sanders Capital
Florida
$701M -$182M -5,617,754 -22%
Parnassus Investments
50
Parnassus Investments
California
$657M +$23.7M +732,377 +4%

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.