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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
AIP
526
Ameritas Investment Partners
Nebraska
$9M -$278K -9,684 -3%
SFS
527
Sowell Financial Services
Arkansas
$8.98M +$8.85M +307,904 New
TI
528
Trexquant Investment
Connecticut
$8.93M +$5.21M +181,083 +145%
CK
529
Cohen Klingenstein
New York
$8.92M +$230K +8,001 +3%
MAM
530
Meeder Asset Management
Ohio
$8.91M -$3.37M -117,142 -28%
RCM
531
Rockshelter Capital Management
Pennsylvania
$8.91M +$46.8K +1,628 +0.5%
V
532
Veritable
Delaware
$8.9M +$267K +9,291 +3%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$8.87M +$56.6K +1,968 +0.7%
MCM
534
Maryland Capital Management
Maryland
$8.8M +$108K +3,756 +1%
GIM
535
Greylin Investment Management
Virginia
$8.76M -$580K -20,165 -6%
GI
536
Gradient Investments
Minnesota
$8.72M +$46K +1,600 +0.5%
DY
537
Dowling & Yahnke
California
$8.71M -$126K -4,365 -1%
LCM
538
Laurion Capital Management
New York
$8.65M -$16M -556,823 -65%
SCM
539
Sirios Capital Management
Massachusetts
$8.64M -$1.25M -43,345 -13%
CWM
540
Calamos Wealth Management
Illinois
$8.62M +$76.5K +2,661 +0.9%
CF
541
CNA Financial
Illinois
$8.61M -$863K -30,000 -9%
BFIC
542
Bedell Frazier Investment Counselling
California
$8.6M -$399K -13,881 -4%
SCM
543
Sterling Capital Management
North Carolina
$8.59M +$221K +7,701 +3%
OWD
544
Osborn Williams & Donohoe
Ohio
$8.56M +$220K +7,655 +3%
EIA
545
Edgemoor Investment Advisors
Maryland
$8.52M +$1.07M +37,332 +15%
AP
546
Advisor Partners
California
$8.5M +$580K +20,181 +7%
AMI
547
Amica Mutual Insurance
Rhode Island
$8.48M +$758K +26,357 +10%
AIA
548
Affinity Investment Advisors
California
$8.48M -$1.31M -45,635 -14%
SLI
549
Sumitomo Life Insurance
Japan
$8.48M -$1.78M -61,849 -18%
CP
550
Cumberland Partners
Ontario, Canada
$8.47M -$5.8M -201,876 -41%

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.