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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
MA
676
Montag & Associates
Georgia
$5.42M -$6.33K -220 -0.1%
RG
677
Rathbones Group
United Kingdom
$5.4M -$83.1K -2,890 -2%
FBP
678
Flippin Bruce & Porter
Virginia
$5.39M -$84.1K -2,925 -2%
VanEck Associates
679
VanEck Associates
New York
$5.37M +$181K +6,299 +4%
Capital Fund Management (CFM)
680
Capital Fund Management (CFM)
France
$5.36M +$4.09M +142,295 +342%
KFC
681
Klingenstein Fields & Co
New York
$5.33M -$41.5K -1,442 -0.8%
HVIA
682
Hudson Valley Investment Advisors
New York
$5.33M +$204K +7,101 +4%
BAM
683
Boyar Asset Management
New York
$5.31M -$13.7K -477 -0.3%
SPC
684
Sigma Planning Corp
Michigan
$5.31M -$114K -3,979 -2%
ICP
685
Ironvine Capital Partners
Nebraska
$5.26M +$3.88M +134,874 +390%
SCM
686
Schnieders Capital Management
California
$5.25M -$326K -11,350 -6%
CAM
687
Carret Asset Management
New York
$5.25M -$28.8K -1,000 -0.6%
PCIA
688
Prime Capital Investment Advisors
Kansas
$5.24M +$200K +6,949 +4%
RMC
689
Resources Management Corp
Connecticut
$5.23M +$5.15M +179,241 New
LWAC
690
Laurel Wealth Advisors (California)
California
$5.22M +$3.63M +126,101 +239%
EVM
691
Evelyn V. Moreno
$5.21M +$5.14M +178,675 New
SIP
692
Stoneridge Investment Partners
Pennsylvania
$5.07M +$3.58M +124,451 +252%
COI
693
Connable Office Inc
Michigan
$5.04M +$23.5K +817 +0.5%
HWM
694
Holloway Wealth Management
Florida
$5.03M
WSTAM
695
Wilbanks Smith & Thomas Asset Management
Virginia
$5.03M +$120K +4,167 +2%
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.01M +$15.4K +534 +0.3%
FG
697
FSI Group
Ohio
$5.01M -$1.39M -48,380 -22%
NCM
698
Novare Capital Management
North Carolina
$5.01M +$1.19M +41,445 +32%
VF
699
Virtu Financial
New York
$5M -$4.48M -155,971 -48%
JAM
700
Jolley Asset Management
North Carolina
$4.96M +$41.8K +1,453 +0.9%

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.