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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
AC
651
AltraVue Capital
Washington
$5.65M +$718K +24,970 +15%
GIM
652
Guardian Investment Management
California
$5.64M +$93K +3,236 +2%
RT
653
Rockland Trust
Massachusetts
$5.64M +$174K +6,056 +3%
CAN
654
Cetera Advisor Networks
California
$5.63M +$401K +13,948 +8%
Jacobs Levy Equity Management
655
Jacobs Levy Equity Management
New Jersey
$5.62M -$13.4M -465,630 -71%
TW
656
TrinityPoint Wealth
Connecticut
$5.61M +$978K +34,015 +24%
Fiera Capital (Canada)
657
Fiera Capital (Canada)
Quebec, Canada
$5.6M -$3.49M -121,212 -39%
LWM
658
Lyell Wealth Management
California
$5.59M +$184K +6,386 +3%
LWCA
659
Locust Wood Capital Advisers
New York
$5.59M -$5.87M -204,030 -52%
EWA
660
EP Wealth Advisors
California
$5.58M +$5.5M +191,147 New
FHB
661
First Hawaiian Bank
Hawaii
$5.53M -$1.21M -41,960 -18%
P
662
Pitcairn
Pennsylvania
$5.53M -$35.3K -1,228 -0.6%
GRP
663
Global Retirement Partners
California
$5.53M +$79.2K +2,754 +1%
MIC
664
Meridian Investment Counsel
California
$5.53M -$7.42K -258 -0.1%
JAM
665
Jupiter Asset Management
United Kingdom
$5.52M +$4.92M +171,049 +944%
ECM
666
Everence Capital Management
Indiana
$5.51M
RMSCM
667
R.M. Sincerbeaux Capital Management
New York
$5.5M -$49.8K -1,731 -0.9%
SBIA
668
Sheaff Brock Investment Advisors
Indiana
$5.49M -$112K -3,894 -2%
SW
669
SVB Wealth
Massachusetts
$5.49M -$142K -4,947 -3%
IAA
670
Independent Advisor Alliance
North Carolina
$5.49M -$1.52K -53 -0%
QI
671
QV Investors
Alberta, Canada
$5.45M +$5.38M +186,952 New
SCM
672
Stellar Capital Management
Arizona
$5.45M -$340K -11,807 -6%
MYLI
673
Meiji Yasuda Life Insurance
Japan
$5.45M +$158K +5,506 +3%
MC
674
Moors & Cabot
Massachusetts
$5.43M +$556K +19,343 +12%
RWM
675
Rench Wealth Management
Texas
$5.42M +$56.4K +1,960 +1%

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.