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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
IP
1801
Investment Partners
Ohio
$290K +$14.3K +499 +5%
IA
1802
IFG Advisors
Missouri
$290K +$286K +9,948 New
GC
1803
Grace Capital
Massachusetts
$289K -$1.91M -66,427 -87%
SIG
1804
Schaller Investment Group
North Carolina
$289K
JLBC
1805
J.L. Bainbridge & Co
Florida
$287K -$176K -6,112 -38%
JWA
1806
JFS Wealth Advisors
Pennsylvania
$287K +$221K +7,690 +357%
MFG
1807
MidWestOne Financial Group
Iowa
$285K +$48.5K +1,686 +21%
SMC
1808
Smith, Moore & Co
Missouri
$283K -$15.4K -537 -5%
PMG
1809
Private Management Group
California
$283K
MC
1810
Miramar Capital
Illinois
$282K
FMC
1811
First Merchants Corp
Indiana
$279K +$275K +9,568 New
VFP
1812
Verus Financial Partners
Virginia
$278K -$5.06K -176 -2%
HFS
1813
Howard Financial Services
Texas
$276K +$1.03K +36 +0.4%
WAP
1814
Wealthcare Advisory Partners
Pennsylvania
$276K +$8.05K +280 +3%
HCA
1815
Heck Capital Advisors
Wisconsin
$275K +$10.4K +362 +4%
HGWM
1816
Harvest Group Wealth Management
Massachusetts
$275K +$1.7K +59 +0.6%
SSA
1817
Schonfeld Strategic Advisors
New York
$274K -$8.25M -287,055 -97%
ACM
1818
Allred Capital Management
Texas
$274K -$113K -3,945 -29%
RHAM
1819
Round Hill Asset Management
California
$274K
BWAM
1820
Boyd Watterson Asset Management
Ohio
$273K
BCM
1821
Breiter Capital Management
Florida
$273K +$20.4K +708 +8%
FVWA
1822
Foster Victor Wealth Advisors
South Carolina
$273K +$278K +9,655 New
CB
1823
Community Bank
New York
$272K -$25.3K -880 -9%
GKWIM
1824
Gerber Kawasaki Wealth & Investment Management
California
$272K +$269K +9,352 New
BIM
1825
Bridgecreek Investment Management
Oklahoma
$270K -$20.1K -700 -7%

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.