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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
LPIC
1776
LeJeune Puetz Investment Counsel
Michigan
$309K
MCP
1777
Mirador Capital Partners
California
$308K -$259 -9 -0.1%
CFG
1778
Cooper Financial Group
California
$306K -$3.94K -137 -1%
OAM
1779
Oak Asset Management
California
$304K -$2.88K -100 -1%
RRWA
1780
Rainey & Randall Wealth Advisors
Florida
$304K +$10.2K +356 +4%
BIM
1781
Beach Investment Management
Pennsylvania
$303K -$879K -30,580 -75%
RTS
1782
Round Table Services
New Jersey
$303K -$6.27K -218 -2%
QCI
1783
Quaker Capital Investments
Pennsylvania
$302K +$10.1K +350 +4%
SCM
1784
SKBA Capital Management
California
$301K
RSWM
1785
Robertson Stephens Wealth Management
California
$300K
NP
1786
NorthRock Partners
Minnesota
$299K +$294K +10,234 New
AIA
1787
Allied Investment Advisors
Montana
$297K
IIM
1788
Ipswich Investment Management
Massachusetts
$297K
WGA
1789
Weather Gauge Advisory
Virginia
$295K
TAM
1790
Tradition Asset Management
Virginia
$295K +$50.9K +1,770 +21%
MSA
1791
Marino Stram & Associates
Massachusetts
$294K +$1.01K +35 +0.3%
KP
1792
Keel Point
Alabama
$294K +$66.9K +2,325 +30%
CA
1793
Continuum Advisory
Idaho
$293K +$7.76K +270 +3%
PCM
1794
Penserra Capital Management
California
$293K +$119K +4,127 +69%
EC
1795
EJF Capital
Virginia
$292K -$71.9K -2,500 -20%
CAC
1796
Certified Advisory Corp
Florida
$292K +$1.5K +52 +0.5%
SC
1797
Sovarnum Capital
New York
$292K +$288K +10,000 New
SAM
1798
Smithbridge Asset Management
Pennsylvania
$291K
PIM
1799
Penobscot Investment Management
Massachusetts
$291K +$79.1K +2,750 +38%
XSC
1800
X-Square Capital
Puerto Rico
$290K +$1.5K +52 +0.5%

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.