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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
Barclays
51
Barclays
United Kingdom
$632M +$166M +5,141,423 +40%
AAMU
52
Amundi Asset Management US
Massachusetts
$589M +$101M +3,121,325 +23%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$586M -$268M -8,291,245 -33%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$585M -$17.1M -528,024 -3%
EVM
55
Eaton Vance Management
Massachusetts
$563M -$27.6M -853,693 -5%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$554M +$16.7M +516,241 +3%
SCM
57
Steadfast Capital Management
New York
$535M +$82.4M +2,550,592 +20%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$518M -$9.36M -289,763 -2%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$514M -$9.03M -279,300 -2%
GQG Partners
60
GQG Partners
Florida
$509M +$467M +14,450,855 New
1832 Asset Management
61
1832 Asset Management
Ontario, Canada
$487M +$275M +8,515,773 +162%
Bessemer Group
62
Bessemer Group
New Jersey
$480M +$65M +2,011,954 +17%
Bank of America
63
Bank of America
North Carolina
$475M -$4.5M -139,204 -1%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$474M +$30.8M +954,323 +8%
Pzena Investment Management
65
Pzena Investment Management
New York
$466M -$37.8M -1,170,337 -8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$441M +$75.9M +2,347,463 +23%
Massachusetts Financial Services
67
Massachusetts Financial Services
Massachusetts
$438M -$30M -926,942 -7%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$437M -$11.4M -351,833 -3%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$436M -$26.9M -833,018 -6%
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$434M +$15.7M +485,851 +8%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$429M +$15.4M +477,267 +4%
TP
72
Theleme Partners
United Kingdom
$418M -$65M -2,010,000 -14%
Principal Financial Group
73
Principal Financial Group
Iowa
$415M -$42.4M -1,310,446 -10%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$414M +$23.2M +717,547 +6%
Franklin Resources
75
Franklin Resources
California
$407M -$203M -6,277,907 -35%

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.