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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
IVA
101
International Value Advisers
$225M -$50.8M -1,765,368 -19%
PAM
102
Panagora Asset Management
Massachusetts
$217M +$7.78M +270,675 +4%
Ninety One (UK)
103
Ninety One (UK)
United Kingdom
$215M +$193M +6,718,303 +1,036%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$211M -$15.2M -530,037 -7%
HP
105
Hosking Partners
United Kingdom
$211M -$10.5M -366,594 -5%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$203M -$174M -6,040,000 -46%
AGDR
107
AdamCapital Gestao de Recursos
Brazil
$198M -$26.9M -937,070 -12%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$197M -$35.5M -1,233,316 -15%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$194M -$15.6M -541,061 -8%
WHG
110
Westwood Holdings Group
Texas
$192M -$5.92M -205,924 -3%
Brown Advisory
111
Brown Advisory
Maryland
$192M +$19.6M +680,660 +12%
Jennison Associates
112
Jennison Associates
New York
$192M +$1.03M +35,681 +0.5%
Calamos Advisors
113
Calamos Advisors
Illinois
$187M -$5.99M -208,272 -3%
Victory Capital Management
114
Victory Capital Management
Texas
$186M +$155M +5,391,497 +551%
US Bancorp
115
US Bancorp
Minnesota
$183M +$506K +17,592 +0.3%
SO
116
STRS Ohio
Ohio
$182M -$9.25M -321,708 -5%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$180M -$165M -5,745,607 -48%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$175M -$63.6M -2,212,192 -27%
CI Investments Inc
119
CI Investments Inc
Ontario, Canada
$174M +$33.4M +1,160,948 +24%
Federated Hermes
120
Federated Hermes
Pennsylvania
$173M -$24M -834,931 -12%
AG
121
Aperio Group
California
$170M +$2.53M +88,099 +2%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$170M -$7.2M -250,251 -4%
EPFB
123
Employees Provident Fund Board
Malaysia
$169M -$4.72M -164,252 -3%
MMH
124
Menora Mivtachim Holdings
Israel
$159M +$34.1M +1,186,500 +28%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$158M +$2.64M +91,937 +2%

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.