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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
FI
151
Focused Investors
California
$126M -$4.02M -124,300 -3%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$120M +$7.66M +237,070 +7%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$119M +$105M +3,233,688 +2,277%
PI
154
PineBridge Investments
New York
$119M -$12M -371,129 -10%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$116M +$16.6M +512,695 +18%
CVA
156
Ceredex Value Advisors
Florida
$115M -$11.6M -358,433 -10%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$115M -$6.29M -194,490 -6%
FWIA
158
Fort Washington Investment Advisors
Ohio
$115M -$14.3M -441,174 -12%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$114M -$3.1M -96,037 -3%
FMI
160
Factory Mutual Insurance
Massachusetts
$112M -$540K -16,700 -0.5%
KeyBank National Association
161
KeyBank National Association
Ohio
$112M +$288K +8,917 +0.3%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$111M -$10.3M -318,853 -9%
CI Investments Inc
163
CI Investments Inc
Ontario, Canada
$111M -$90.7M -2,806,677 -47%
ACI
164
AMP Capital Investors
Australia
$111M -$10.5M -325,826 -9%
Wolverine Trading
165
Wolverine Trading
Illinois
$108M +$90.6M +2,803,945 +1,021%
Fidelity International
166
Fidelity International
Bermuda
$106M +$17.2M +530,678 +21%
MP
167
Manikay Partners
New York
$106M
SCM
168
Smead Capital Management
Arizona
$105M +$1.65M +51,079 +2%
HA
169
Homestead Advisers
Virginia
$104M -$969K -29,982 -1%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$104M -$6.95M -215,088 -7%
CIC
171
Chilton Investment Company
Connecticut
$104M +$2.86M +88,393 +3%
MGIM
172
M&G Investment Management
United Kingdom
$102M +$94.1M +2,911,500 New
Robeco Institutional Asset Management
173
Robeco Institutional Asset Management
Netherlands
$101M +$6.26M +193,746 +7%
MSL
174
Mackay Shields LLC
New York
$100M -$12.9M -399,882 -12%
BIP
175
Brandes Investment Partners
California
$99.4M -$4.99M -154,532 -5%

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.