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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$792M -$137M -4,564,820 -11%
Lazard Asset Management
27
Lazard Asset Management
New York
$740M -$4.06M -135,531 -0.4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$735M +$17.4M +581,152 +2%
UBS AM
29
UBS AM
Illinois
$674M +$69.9M +2,331,312 +8%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657M -$155M -5,154,634 -14%
Aristotle Capital Management
31
Aristotle Capital Management
California
$628M +$30.8M +1,027,582 +4%
PI
32
Putnam Investments
Massachusetts
$579M +$5.18M +172,768 +0.6%
PPA
33
Parametric Portfolio Associates
Washington
$568M -$61.2M -2,040,503 -7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$565M -$226M -7,528,013 -22%
Barclays
35
Barclays
United Kingdom
$530M +$211M +7,023,370 +39%
LSV Asset Management
36
LSV Asset Management
Illinois
$514M -$12.4M -414,018 -2%
ClearBridge Investments
37
ClearBridge Investments
New York
$511M -$2.59M -86,422 -0.4%
Parnassus Investments
38
Parnassus Investments
California
$505M +$154M +5,130,076 +27%
CS
39
Credit Suisse
Switzerland
$500M +$55M +1,834,235 +8%
AAMU
40
Amundi Asset Management US
Massachusetts
$497M +$200M +6,670,827 +40%
APG Asset Management
41
APG Asset Management
Netherlands
$490M -$89.3M -2,978,044 -11%
PIF
42
Public Investment Fund
Saudi Arabia
$488M +$688M +22,966,034 New
NEAM
43
New England Asset Management
Connecticut
$483M
Deutsche Bank
44
Deutsche Bank
Germany
$463M -$180M -6,020,076 -22%
Wells Fargo
45
Wells Fargo
California
$455M -$84.1M -2,804,769 -12%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$437M -$88.6M -2,955,310 -12%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$426M -$21.8M -727,023 -3%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$395M +$59.9M +1,996,788 +12%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$391M -$46.1M -1,538,827 -8%
Prudential Financial
50
Prudential Financial
New Jersey
$378M -$96.3M -3,212,422 -15%

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.