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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
AWM
476
AE Wealth Management
Kansas
$7.16M +$2.22M +74,000 +28%
SIM
477
Sentry Investment Management
Wisconsin
$7.07M -$5.44M -181,340 -35%
AIMCA
478
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.99M -$1.84M -61,500 -16%
SCA
479
Stieven Capital Advisors
Missouri
$6.97M -$12K -400 -0.1%
BII
480
Bainco International Investors
Massachusetts
$6.96M +$57.8K +1,928 +0.6%
CIG
481
Consolidated Investment Group
Colorado
$6.95M
GI
482
Gradient Investments
Minnesota
$6.95M +$759K +25,304 +8%
SCA
483
Stillwater Capital Advisors
Pennsylvania
$6.93M -$25.8K -861 -0.3%
FLII
484
First Long Island Investors
New York
$6.92M +$3.24K +108 +0%
ERIM
485
Eagle Ridge Investment Management
Connecticut
$6.86M -$895K -29,870 -8%
FAB
486
First American Bank
Illinois
$6.84M -$1.22M -40,850 -11%
MCM
487
Maryland Capital Management
Maryland
$6.83M +$678K +22,620 +8%
BBHC
488
Brown Brothers Harriman & Co
New York
$6.79M -$2.29M -76,282 -19%
B
489
Barings
North Carolina
$6.77M -$406K -13,538 -4%
PFA
490
Paradigm Financial Advisors
Missouri
$6.75M +$259K +8,628 +3%
EIA
491
Edgemoor Investment Advisors
Maryland
$6.75M +$387K +12,923 +4%
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$6.73M +$56.8K +1,895 +0.6%
BWP
493
Baldwin Wealth Partners
Massachusetts
$6.67M -$449K -14,975 -5%
GP
494
Greenline Partners
New York
$6.6M -$350K -11,684 -4%
BOTW
495
Bank of the West
California
$6.5M -$770K -25,679 -8%
CK
496
Cohen Klingenstein
New York
$6.49M +$90 +3 +0%
OWD
497
Osborn Williams & Donohoe
Ohio
$6.45M +$386K +12,869 +4%
SLI
498
Sumitomo Life Insurance
Japan
$6.41M -$128K -4,265 -1%
Fayez Sarofim & Co
499
Fayez Sarofim & Co
Texas
$6.4M -$389K -12,971 -4%
MWM
500
Madison Wealth Management
Ohio
$6.4M -$273K -9,122 -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.