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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
SCA
501
Stieven Capital Advisors
Missouri
$11.6M +$6.46K +200 +0.1%
CIG
502
Consolidated Investment Group
Colorado
$11.5M -$2.26M -70,000 -18%
SCA
503
Stillwater Capital Advisors
Pennsylvania
$11.5M +$105K +3,260 +1%
AAIM
504
American Assets Investment Management
California
$11.5M
MCM
505
Maple Capital Management
Vermont
$11.5M +$32.4K +1,001 +0.3%
BII
506
Bainco International Investors
Massachusetts
$11.5M -$505K -15,619 -5%
FLII
507
First Long Island Investors
New York
$11.5M +$393K +12,166 +4%
TAM
508
Telemark Asset Management
Massachusetts
$11.4M +$10.5M +325,000 New
KOCAA
509
Knights of Columbus Asset Advisors
Connecticut
$11.4M +$10.5M +324,422 New
Capital Fund Management (CFM)
510
Capital Fund Management (CFM)
France
$11.4M +$4.54M +140,442 +76%
GP
511
Greenline Partners
New York
$11.4M -$1.55M -48,049 -13%
TEE
512
Tibra Equities Europe
United Kingdom
$11.3M -$25M -773,100 -71%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$11.1M +$844K +26,100 +9%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$11.1M -$147K -4,552 -1%
V
515
Veritable
Delaware
$11.1M +$303K +9,389 +3%
Fayez Sarofim & Co
516
Fayez Sarofim & Co
Texas
$11.1M -$935K -28,919 -8%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$11.1M +$321K +9,931 +3%
SFS
518
Sowell Financial Services
Arkansas
$11M +$119K +3,692 +1%
MWM
519
Madison Wealth Management
Ohio
$10.9M +$10M +310,523 New
ECM
520
ExodusPoint Capital Management
New York
$10.9M -$14.2M -440,104 -59%
PFA
521
Paradigm Financial Advisors
Missouri
$10.9M -$54.9K -1,700 -0.5%
AP
522
Advisor Partners
California
$10.8M +$691K +21,367 +7%
SLI
523
Sumitomo Life Insurance
Japan
$10.8M +$509K +15,765 +5%
CK
524
Cohen Klingenstein
New York
$10.8M +$4.91K +152 +0%
EIA
525
Edgemoor Investment Advisors
Maryland
$10.7M +$416K +12,886 +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.