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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$69.6M -$2.58M -85,939 -3%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$69.1M +$30.8M +1,026,261 +46%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$68.5M +$10.9M +363,141 +13%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$68.1M -$1.93M -64,490 -2%
DSA
155
Davis Selected Advisers
Arizona
$67.9M +$21M +701,590 +28%
KeyBank National Association
156
KeyBank National Association
Ohio
$67M -$508K -16,956 -0.5%
SCCM
157
Schafer Cullen Capital Management
New York
$67M -$69.8M -2,328,047 -42%
HA
158
Homestead Advisers
Virginia
$64.9M +$2.99M +99,734 +3%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$64.6M -$43.6M -1,454,902 -32%
GT
160
Glenmede Trust
Pennsylvania
$64.5M
EHC
161
Everett Harris & Co
California
$62.7M +$7.19M +239,917 +9%
CIC
162
Chilton Investment Company
Connecticut
$62.1M -$623K -20,774 -0.7%
SCM
163
Smead Capital Management
Arizona
$61.6M -$2.82M -94,113 -3%
FMI
164
Factory Mutual Insurance
Massachusetts
$61.4M -$8.96M -298,800 -9%
NIPH
165
NN Investment Partners Holdings
Netherlands
$60.2M +$1.64M +54,777 +2%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$59.5M +$4.19M +139,610 +5%
BIP
167
Brandes Investment Partners
California
$59.1M -$1.13M -37,575 -1%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$58.2M -$6.12M -203,987 -7%
LPL Financial
169
LPL Financial
California
$56.8M +$10.1M +337,540 +14%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$56.6M +$463K +15,433 +0.6%
MSL
171
Mackay Shields LLC
New York
$56.2M -$5.76M -192,014 -7%
AIG
172
American International Group
New York
$55.7M -$183K -6,115 -0.2%
ACI
173
AMP Capital Investors
Australia
$55.6M -$18.9M -629,190 -20%
Fidelity International
174
Fidelity International
Bermuda
$55.1M -$12.8M -425,739 -14%
CWM
175
CIBC World Markets
New York
$54.9M +$46.5M +1,551,749 +150%

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.