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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
Calamos Advisors
126
Calamos Advisors
Illinois
$185M -$37.8M -1,170,099 -18%
AGDR
127
AdamCapital Gestao de Recursos
Brazil
$182M -$52.8M -1,634,319 -24%
KBC Group
128
KBC Group
Belgium
$182M +$46.5M +1,439,664 +39%
IVA
129
International Value Advisers
$181M -$83.1M -2,570,520 -33%
Swedbank
130
Swedbank
Sweden
$178M -$2.52M -78,065 -2%
Asset Management One
131
Asset Management One
Japan
$177M -$1.38M -42,794 -0.8%
Stifel Financial
132
Stifel Financial
Missouri
$175M +$20.6M +637,732 +15%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M -$7.35M -227,288 -4%
MMH
134
Menora Mivtachim Holdings
Israel
$168M -$22.3M -689,000 -13%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$165M -$163M -5,038,071 -52%
Aviva
136
Aviva
United Kingdom
$162M -$7.87M -243,437 -5%
RCAMU
137
Rothschild & Co Asset Management US
Connecticut
$159M -$2.14M -66,200 -1%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$158M +$46M +1,424,192 +46%
Lord, Abbett & Co
139
Lord, Abbett & Co
New Jersey
$156M -$1.7M -52,587 -1%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$156M +$4.49M +138,812 +3%
H
141
Hexavest
Quebec, Canada
$155M +$17.2M +531,446 +14%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$155M -$5.95M -184,000 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
143
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$154M +$141M +4,377,118 New
SCM
144
Shapiro Capital Management
Georgia
$153M -$1.99M -61,529 -1%
GIA
145
Gateway Investment Advisers
Ohio
$147M -$4.7M -145,444 -3%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$138M -$134M -4,151,913 -51%
AIM
147
Artemis Investment Management
United Kingdom
$132M +$68M +2,104,898 +128%
LBA
148
Letko, Brosseau & Associates
Quebec, Canada
$129M -$8.47M -262,065 -7%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$129M -$2.89M -89,480 -2%
SSM
150
Sound Shore Management
Connecticut
$128M -$24.4M -753,453 -17%

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.