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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
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$137M +$7.03M +234,638 +4%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$135M
US Bancorp
103
US Bancorp
Minnesota
$135M +$3.89M +129,780 +2%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$130M -$2.67M -89,005 -1%
Brown Advisory
105
Brown Advisory
Maryland
$130M -$4.52M -150,784 -2%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$127M -$16.8M -561,248 -8%
Truist Financial
107
Truist Financial
North Carolina
$118M +$6.52M +217,452 +4%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$117M -$130M -4,323,730 -44%
EPFB
109
Employees Provident Fund Board
Malaysia
$116M -$14.6M -485,886 -8%
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$114M -$26.3M -878,545 -14%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$113M -$2.22M -74,196 -1%
Federated Hermes
112
Federated Hermes
Pennsylvania
$113M -$23.3M -776,148 -13%
KBC Group
113
KBC Group
Belgium
$110M +$1.4M +46,739 +0.9%
DnB Asset Management
114
DnB Asset Management
Norway
$107M -$9.61M -320,623 -6%
EIP
115
Epoch Investment Partners
New York
$107M -$24.1M -804,448 -14%
AG
116
Aperio Group
California
$106M -$29.5M -984,733 -16%
GIA
117
Gateway Investment Advisers
Ohio
$104M +$22M +734,178 +18%
UIM
118
USS Investment Management
United Kingdom
$104M -$12.2M -406,320 -8%
Swedbank
119
Swedbank
Sweden
$103M -$6.7M -223,418 -4%
Asset Management One
120
Asset Management One
Japan
$101M -$8M -266,930 -5%
HighTower Advisors
121
HighTower Advisors
Illinois
$101M +$143M +4,756,400 New
Jennison Associates
122
Jennison Associates
New York
$100M -$38.8M -1,293,523 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$99.9M +$9.8M +327,042 +7%
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
$99.7M -$186M -6,214,205 -57%
SO
125
STRS Ohio
Ohio
$99.5M -$28M -933,025 -17%

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.