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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
Baird Financial Group
126
Baird Financial Group
Wisconsin
$98.7M +$6.87M +229,094 +5%
Aviva
127
Aviva
United Kingdom
$98.6M +$1.61M +53,868 +1%
LCM
128
Laurion Capital Management
New York
$95.4M +$135M +4,492,432 New
Millennium Management
129
Millennium Management
New York
$94.8M -$191M -6,371,456 -59%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$94.3M -$15M -498,932 -10%
WHG
131
Westwood Holdings Group
Texas
$91.7M -$51.9M -1,731,560 -29%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$91.6M -$3.77M -125,613 -3%
RCAMU
133
Rothschild & Co Asset Management US
Connecticut
$91.4M -$6.09M -203,021 -5%
PP
134
Prudential plc
United Kingdom
$89.1M -$92.4M -3,083,453 -42%
CVA
135
Ceredex Value Advisors
Florida
$88.7M +$27.2M +906,797 +28%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$87.6M -$8.38M -279,500 -6%
Capital International Investors
137
Capital International Investors
California
$83.4M +$118M +3,927,486 New
Stifel Financial
138
Stifel Financial
Missouri
$82.4M -$32.8M -1,093,914 -22%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$82.2M +$6.38M +212,980 +6%
JMPWA
140
JP Morgan Private Wealth Advisors
California
$78.3M +$8.21M +273,956 +8%
SAM
141
Storebrand Asset Management
Norway
$77.7M +$110M +3,660,033 New
Calamos Advisors
142
Calamos Advisors
Illinois
$77.2M -$48.2M -1,607,156 -31%
FI
143
Focused Investors
California
$76.7M +$1.4M +46,600 +1%
LBA
144
Letko, Brosseau & Associates
Quebec, Canada
$75.2M -$3.61M -120,585 -3%
MGIM
145
M&G Investment Management
United Kingdom
$73.9M +$18.3M +609,489 +21%
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$73.9M +$10M +334,004 +11%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$73.1M +$4.76M +158,922 +5%
FWIA
148
Fort Washington Investment Advisors
Ohio
$73M +$5.2M +173,391 +5%
SSM
149
Sound Shore Management
Connecticut
$72.8M -$5.82M -194,006 -5%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$70.5M +$5.3M +176,721 +6%

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.