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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
PWP
476
Private Wealth Partners
California
$11.6M -$167K -5,797 -1%
TSW
477
Thompson Siegel & Walmsley
Virginia
$11.6M +$758K +26,372 +7%
CIG
478
Consolidated Investment Group
Colorado
$11.6M
SC
479
SouthState Corp
Florida
$11.6M -$2.18M -75,777 -16%
BBHC
480
Brown Brothers Harriman & Co
New York
$11.5M -$1.07M -37,142 -9%
SAM
481
SP Asset Management
California
$11.4M +$529K +18,412 +5%
ECM
482
Estabrook Capital Management
New York
$11.3M -$201K -6,985 -2%
Mercer Global Advisors
483
Mercer Global Advisors
Colorado
$11.2M +$1.16M +40,434 +12%
MIM
484
Martin Investment Management
Florida
$11.1M +$77.2K +2,686 +0.7%
MNBTD
485
Moody National Bank Trust Division
Texas
$11.1M -$21.4K -744 -0.2%
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$10.9M -$646K -22,474 -6%
IGGA
487
Iron Gate Global Advisors
Utah
$10.9M +$1.24M +43,019 +13%
PPCM
488
Pillar Pacific Capital Management
California
$10.8M -$94K -3,268 -0.9%
GP
489
Greenline Partners
New York
$10.8M +$108K +3,755 +1%
RFA
490
Reilly Financial Advisors
California
$10.7M +$247K +8,583 +2%
ONB
491
Old National Bancorp
Indiana
$10.5M +$122K +4,246 +1%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$10.5M +$2.7M +93,828 +35%
ABC
493
Associated Banc-Corp
Wisconsin
$10.4M +$192K +6,675 +2%
HRC
494
Hoertkorn Richard Charles
$10.4M -$15.1K -525 -0.1%
IIM
495
Intact Investment Management
Quebec, Canada
$10.4M +$132K +4,600 +1%
PAM
496
Premier Asset Management
Illinois
$10.3M +$3.31K +115 +0%
TIM
497
Thompson Investment Management
Wisconsin
$10.3M +$11.1K +385 +0.1%
ERIM
498
Eagle Ridge Investment Management
Connecticut
$10.3M -$212K -7,357 -2%
AP
499
Appleton Partners
Massachusetts
$10.3M +$366K +12,729 +4%
SCM
500
Shelton Capital Management
Colorado
$10.2M -$802K -27,900 -7%

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.