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Bank of America

2,084 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 797 increasing their positions, 921 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% less funds holding

Funds holding: 2,0872,084 (-3)

0.27% less ownership

Funds ownership: 68.37%68.1% (-0.27%)

2% less capital invested

Capital invested by funds: $188B → $185B (-$3.52B)

12% less funds holding in top 10

Funds holding in top 10: 188166 (-22)

13% less repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 921

23% less call options, than puts

Call options by funds: $4.01B | Put options by funds: $5.18B

Holders
2,084
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
45.69%
Holding in Top 10
166
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.7%
% of All Funds
3.64%
New
113
Increased
797
Reduced
921
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1726
Strategic Investment Advisors
Michigan
$348K +$23.1K +802 +7%
CAM
1727
Claret Asset Management
Quebec, Canada
$347K +$5.23K +182 +2%
VIP
1728
Vantage Investment Partners
Missouri
$346K
CANY
1729
Caxton Associates (New York)
New York
$345K -$159K -5,528 -32%
NCM
1730
Northstar Capital Management
New York
$343K -$959K -33,368 -74%
B
1731
Brightworth
Georgia
$343K +$16.7K +581 +5%
TIA
1732
Traphagen Investment Advisors
New Jersey
$342K +$29 +1 +0%
CFD
1733
Creative Financial Designs
Indiana
$337K +$43.6K +1,515 +14%
CWM
1734
Centric Wealth Management
Illinois
$336K -$10.4K -360 -3%
FWSM
1735
First Wilshire Securities Management
California
$336K +$11.6K +402 +4%
TF
1736
TimeScale Financial
Massachusetts
$335K -$95.2K -3,312 -22%
CCM
1737
Check Capital Management
California
$333K +$173 +6 +0.1%
PFA
1738
Pure Financial Advisors
California
$330K -$15.4K -534 -5%
FWM
1739
Fairhaven Wealth Management
Illinois
$330K
BWFA
1740
Baltimore-Washington Financial Advisors
Maryland
$328K -$38.8K -1,351 -11%
BC
1741
Brio Consultants
California
$328K -$17.1K -594 -5%
CWM
1742
Chesapeake Wealth Management
Virginia
$326K +$3.28K +114 +1%
FMTC
1743
Farmers & Merchants Trust Company
California
$326K +$5.75K +200 +2%
WBC
1744
West Branch Capital
Massachusetts
$326K +$14.4K +501 +5%
TCM
1745
Towercrest Capital Management
Pennsylvania
$325K
AWE
1746
Avidian Wealth Enterprises
Texas
$325K +$18.3K +636 +6%
SIC
1747
Sigma Investment Counselors
Michigan
$324K -$35.8K -1,245 -10%
BWM
1748
Brickley Wealth Management
California
$324K -$23.6K -819 -7%
AHC
1749
Adell Harriman & Carpenter
Texas
$323K -$11.5K -400 -3%
SCM
1750
Sterneck Capital Management
Missouri
$322K +$115 +4 +0%

BAC Hedge Fund Activity: Q3 2019 in Review

2,084 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2019, worth a combined $185B — down 1.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 101 closed out — a net gain of 12 holders — while 797 added to existing stakes and 921 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $516M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.

  • 2,084 institutional investors held Bank of America (BAC) as of Q3 2019, down from 2,087 in Q2 2019.
  • Funds reported $185B of Bank of America stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2019 and 101 closed out, a net change of +12 holders.
  • The largest Bank of America buyer in Q3 2019 was Parnassus Investments, an estimated $516M added.
  • The largest Bank of America seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2019.