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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
ACM
551
Azimuth Capital Management
Michigan
$8.46M -$375K -13,045 -4%
WAM
552
Wallington Asset Management
Indiana
$8.44M +$28.5K +990 +0.3%
MPWT
553
MassMutual Private Wealth & Trust
Connecticut
$8.43M +$292K +10,140 +4%
HR
554
Howe & Rusling
New York
$8.35M -$64.4K -2,239 -0.8%
NEI
555
Northwest & Ethical Investments
Ontario, Canada
$8.31M +$34.7K +1,208 +0.4%
NC
556
Northpointe Capital
Michigan
$8.31M -$488K -16,973 -6%
LDFR
557
Lehman & Derafelo Financial Resources
Pennsylvania
$8.3M +$40.5K +1,408 +0.5%
KIA
558
KCM Investment Advisors
California
$8.2M -$117K -4,058 -1%
CI
559
Cigna Investments
Connecticut
$8.17M -$66.5K -2,313 -0.9%
6M
560
6 Meridian
Kansas
$8.1M -$41.1K -1,429 -0.5%
SCM
561
Salem Capital Management
Massachusetts
$8.08M -$87.7K -3,050 -1%
JPMIA
562
J.P. Marvel Investment Advisors
Massachusetts
$8.06M +$7.94M +276,295 New
Wolverine Trading
563
Wolverine Trading
Illinois
$8.06M +$5.44M +189,336 +222%
PGIM
564
Pacific Global Investment Management
California
$8.05M +$106K +3,696 +1%
LMIM
565
Lockheed Martin Investment Management
Maryland
$8.01M -$7.99M -277,940 -50%
CEP
566
Chicago Equity Partners
Illinois
$8.01M +$389K +13,545 +5%
CCM
567
Chilton Capital Management
Texas
$8M -$18.7K -652 -0.2%
AssetMark Inc
568
AssetMark Inc
California
$7.91M -$840K -29,214 -10%
Fisher Asset Management
569
Fisher Asset Management
Washington
$7.9M -$220K -7,651 -3%
MLL
570
Moody Lynn & Lieberson
Massachusetts
$7.89M -$9.68M -336,491 -55%
DA
571
Duality Advisers
Florida
$7.86M +$2.66M +92,370 +52%
WB
572
Webster Bank
Connecticut
$7.86M +$69.3K +2,411 +0.9%
CM
573
Castleark Management
Illinois
$7.84M +$7.73M +268,900 New
WIA
574
Westbourne Investment Advisors
Maryland
$7.76M +$530K +18,435 +7%
GIP
575
Greatmark Investment Partners
Georgia
$7.74M +$252K +8,756 +3%

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.