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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
SFM
601
Signet Financial Management
New Jersey
$6.81M -$99.5K -3,460 -2%
CCM
602
Campbell Capital Management
Florida
$6.79M +$257K +8,945 +4%
AWM
603
AE Wealth Management
Kansas
$6.79M +$535K +18,592 +9%
RIA
604
RPG Investment Advisory
California
$6.73M +$37.5K +1,304 +0.6%
ZCA
605
Zeke Capital Advisors
Pennsylvania
$6.63M -$158K -5,505 -2%
ATC
606
Argent Trust Co
Tennessee
$6.62M +$49.7K +1,730 +0.8%
EARNEST Partners
607
EARNEST Partners
Georgia
$6.6M -$25.1K -872 -0.4%
SQA
608
Simon Quick Advisors
New Jersey
$6.57M -$967K -33,643 -13%
CTC
609
Central Trust Company
Missouri
$6.57M +$29.1K +1,011 +0.5%
SWP
610
Stratos Wealth Partners
Ohio
$6.57M +$98.5K +3,424 +2%
FAAS
611
First Allied Advisory Services
California
$6.52M -$341K -11,867 -5%
DZ Bank
612
DZ Bank
Germany
$6.49M -$11.5M -398,827 -64%
SMH
613
Sanders Morris Harris
Texas
$6.43M +$1.73M +60,050 +36%
RJT
614
Raymond James Trust
Florida
$6.37M +$236K +8,194 +4%
MIC
615
Means Investment Company
Maine
$6.37M +$58.9K +2,048 +1%
FPCG
616
Fort Pitt Capital Group
Pennsylvania
$6.31M +$5.83M +202,732 +1,478%
RAM
617
Riggs Asset Management
Pennsylvania
$6.28M -$2.91M -101,059 -32%
CSS
618
Cubist Systematic Strategies
Connecticut
$6.28M -$6.52M -226,609 -51%
BCM
619
BlueCrest Capital Management
Jersey
$6.26M +$5.59M +194,385 +955%
AWA
620
Arete Wealth Advisors
Illinois
$6.24M -$141K -4,889 -2%
NIM
621
Northeast Investment Management
Massachusetts
$6.23M +$79.9K +2,777 +1%
UR
622
USCA RIA
Texas
$6.21M +$1.47M +51,027 +32%
QOP
623
Quinn Opportunity Partners
Virginia
$6.18M -$1.84M -64,000 -23%
MGIA
624
Matthew Goff Investment Advisor
Texas
$6.16M +$182K +6,337 +3%
BFS
625
Bradley Foster & Sargent
Connecticut
$6.15M -$389K -13,539 -6%

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.