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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
GI
526
Gradient Investments
Minnesota
$10.6M +$104K +3,233 +1%
NEI
527
Northwest & Ethical Investments
Ontario, Canada
$10.6M +$510K +15,788 +6%
Hudson Bay Capital Management
528
Hudson Bay Capital Management
Connecticut
$10.6M +$9.7M +300,000 New
MCM
529
Maryland Capital Management
Maryland
$10.5M -$85.7K -2,651 -0.9%
GIM
530
Greylin Investment Management
Virginia
$10.5M -$56.2K -1,740 -0.6%
DY
531
Dowling & Yahnke
California
$10.5M -$39.5K -1,221 -0.4%
CWM
532
Calamos Wealth Management
Illinois
$10.5M +$50K +1,547 +0.5%
RCM
533
Rockshelter Capital Management
Pennsylvania
$10.4M -$305K -9,435 -3%
MMA
534
Miracle Mile Advisors
California
$10.3M -$1.64M -50,755 -15%
WAM
535
Wallington Asset Management
Indiana
$10.3M +$86.6K +2,679 +0.9%
HR
536
Howe & Rusling
New York
$10.3M +$176K +5,436 +2%
AMI
537
Amica Mutual Insurance
Rhode Island
$10.2M
OWD
538
Osborn Williams & Donohoe
Ohio
$10.2M -$93.5K -2,894 -1%
BIC
539
Beach Investment Counsel
Pennsylvania
$10.2M +$4.4M +136,066 +88%
IMPI
540
Ilmarinen Mutual Pension Insurance
Finland
$10.2M +$9.37M +290,000 New
ECA
541
Endeavour Capital Advisors
Connecticut
$10.1M -$6.83M -211,468 -42%
PGIM
542
Pacific Global Investment Management
California
$10.1M +$312K +9,653 +3%
ACM
543
Azimuth Capital Management
Michigan
$10.1M -$135K -4,180 -1%
SCM
544
Soros Capital Management
New York
$10M +$9.22M +285,300 New
SCM
545
Shelton Capital Management
Colorado
$10M -$2.14M -66,362 -19%
CF
546
CNA Financial
Illinois
$10M -$355K -10,982 -4%
LDFR
547
Lehman & Derafelo Financial Resources
Pennsylvania
$9.97M -$43.3K -1,341 -0.5%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$9.89M +$9.07M +280,714 New
6M
549
6 Meridian
Kansas
$9.88M +$95.3K +2,948 +1%
Man Group
550
Man Group
United Kingdom
$9.86M +$969K +29,969 +12%

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.