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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
IWP
1801
Icon Wealth Partners
Texas
$426K -$6.11K -189 -2%
MCP
1802
Mirador Capital Partners
California
$426K +$49.4K +1,529 +14%
WDL
1803
Well Done LLC
Michigan
$424K -$10.8K -334 -3%
TIA
1804
Traphagen Investment Advisors
New Jersey
$423K +$9.82K +304 +3%
PWAC
1805
Private Wealth Advisors (California)
California
$422K -$32.4K -1,003 -8%
AA
1806
Advisory Alpha
Michigan
$422K -$15.6K -482 -4%
KFI
1807
Key Financial Inc
Pennsylvania
$421K +$386K +11,958 New
PFA
1808
Pathway Financial Advisors
Vermont
$420K -$92.2K -2,852 -19%
BOS
1809
Bank of Stockton
California
$418K -$53.5K -1,655 -12%
CFD
1810
Creative Financial Designs
Indiana
$418K -$12.8K -396 -3%
VIP
1811
Vantage Investment Partners
Missouri
$418K
CAM
1812
Claret Asset Management
Quebec, Canada
$416K -$3.23K -100 -0.8%
NQWM
1813
Northwest Quadrant Wealth Management
Oregon
$416K +$873 +27 +0.2%
PIA
1814
Perennial Investment Advisors
California
$416K +$381K +11,797 New
RWM
1815
Ritholtz Wealth Management
New York
$413K +$98.7K +3,054 +35%
CWP
1816
CFM Wealth Partners
Texas
$412K +$384K +11,872 New
FCFC
1817
First Citizens Financial Corp
Iowa
$411K +$377K +11,670 New
TWA
1818
TCI Wealth Advisors
Arizona
$410K -$14.9K -460 -4%
SCA
1819
Sippican Capital Advisors
Massachusetts
$409K -$23.4K -725 -6%
PPW
1820
Pasadena Private Wealth
California
$406K -$105K -3,234 -22%
FWSM
1821
First Wilshire Securities Management
California
$405K +$65 +2 +0%
NC
1822
Noked Capital
Israel
$405K +$372K +11,500 New
NI
1823
Noked Israel
Israel
$405K +$372K +11,500 New
TF
1824
TimeScale Financial
Massachusetts
$404K +$388 +12 +0.1%
KP
1825
Keel Point
Alabama
$404K +$45K +1,393 +14%

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.