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Bank of America

2,086 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 939 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 69.53%70.03% (+0.5%)

9% less funds holding

Funds holding: 2,3042,086 (-218)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 939

33% less call options, than puts

Call options by funds: $2.83B | Put options by funds: $4.23B

41% less capital invested

Capital invested by funds: $220B → $130B (-$90.6B)

55% less funds holding in top 10

Funds holding in top 10: 237107 (-130)

56% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 342

Holders
2,086
Holders Change
-218
Holders Change %
-9.46%
% of All Funds
45.97%
Holding in Top 10
107
Holding in Top 10 Change
-130
Holding in Top 10 Change %
-54.85%
% of All Funds
2.36%
New
150
Increased
830
Reduced
939
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$216M -$56.1M -1,872,113 -16%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$215M -$66.8M -2,229,797 -18%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$213M +$14.3M +475,500 +5%
Victory Capital Management
79
Victory Capital Management
Texas
$200M +$99.5M +3,318,472 +54%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$197M +$30.5M +1,016,282 +13%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$194M +$96.4M +3,215,032 +54%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$193M -$79.9M -2,666,814 -23%
SCM
83
Steadfast Capital Management
New York
$187M -$191M -6,357,431 -42%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$185M +$17.8M +592,391 +7%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$184M -$49.5M -1,649,980 -16%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$181M +$5M +166,622 +2%
RJA
87
Raymond James & Associates
Florida
$176M +$8.68M +289,460 +4%
FPA
88
First Pacific Advisors
California
$174M -$16.5M -549,027 -6%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$170M -$22.2M -739,828 -8%
American Century Companies
90
American Century Companies
Missouri
$170M -$15.5M -518,356 -6%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$168M -$75.8M -2,527,300 -24%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$168M +$4.6M +153,427 +2%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$161M -$7.3M -243,362 -3%
Canada Life
94
Canada Life
Manitoba, Canada
$159M -$15.6M -518,891 -7%
PAM
95
Panagora Asset Management
Massachusetts
$152M -$12M -399,471 -5%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$148M +$68.8M +2,295,741 +49%
HP
97
Hosking Partners
United Kingdom
$148M +$479K +15,985 +0.2%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$148M +$3.29M +109,830 +2%
SEI Investments
99
SEI Investments
Pennsylvania
$145M -$18M -601,554 -8%
AGDR
100
AdamCapital Gestao de Recursos
Brazil
$142M +$45.6M +1,522,548 +30%

BAC Hedge Fund Activity: Q1 2020 in Review

2,086 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2020, worth a combined $130B — down 41% from $220B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of BAC and 150 opened new positions — a net loss of 192 holders — while 939 trimmed existing stakes and 830 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 2,086 institutional investors held Bank of America (BAC) as of Q1 2020, down from 2,304 in Q4 2019.
  • Funds reported $130B of Bank of America stock for Q1 2020, down 41% quarter-over-quarter.
  • 150 funds opened new Bank of America positions in Q1 2020 and 342 closed out, a net change of -192 holders.
  • The largest Bank of America buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.02B added.
  • The largest Bank of America seller in Q1 2020 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.