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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
SEI Investments
101
SEI Investments
Pennsylvania
$262M -$744K -23,013 -0.3%
PP
102
Prudential plc
United Kingdom
$256M -$200M -6,176,288 -46%
HP
103
Hosking Partners
United Kingdom
$245M -$8.65M -267,618 -4%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$241M -$12.9M -399,596 -6%
DCP
105
Darsana Capital Partners
New York
$229M -$64.6M -2,000,000 -24%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$225M -$18.7M -578,892 -8%
Brown Advisory
107
Brown Advisory
Maryland
$220M -$10.7M -330,158 -5%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$219M +$7.61M +235,504 +4%
US Bancorp
109
US Bancorp
Minnesota
$219M -$1.31M -40,473 -0.6%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$219M +$13M +400,903 +7%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$219M -$14.8M -459,274 -7%
Victory Capital Management
112
Victory Capital Management
Texas
$216M -$8.06M -249,325 -4%
Federated Hermes
113
Federated Hermes
Pennsylvania
$215M +$5.63M +174,258 +3%
WHG
114
Westwood Holdings Group
Texas
$213M -$17.5M -541,814 -8%
Jennison Associates
115
Jennison Associates
New York
$212M -$17.7M -547,904 -8%
AG
116
Aperio Group
California
$211M +$5.9M +182,635 +3%
EPFB
117
Employees Provident Fund Board
Malaysia
$210M +$6.35M +196,548 +3%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$209M -$413M -12,792,736 -68%
EIP
119
Epoch Investment Partners
New York
$205M -$70.4M -2,178,754 -27%
SO
120
STRS Ohio
Ohio
$198M -$19.5M -603,153 -10%
SCCM
121
Schafer Cullen Capital Management
New York
$193M +$32.2M +995,454 +22%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$190M -$721K -22,305 -0.4%
DnB Asset Management
123
DnB Asset Management
Norway
$189M +$16.8M +518,309 +11%
Truist Financial
124
Truist Financial
North Carolina
$188M +$148M +4,594,141 +617%
UIM
125
USS Investment Management
United Kingdom
$187M +$1.73M +53,412 +1%

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.