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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
RWM
1826
RBA Wealth Management
California
$270K -$2.85K -99 -1%
BCM
1827
Boltwood Capital Management
California
$270K
FIM
1828
Fernwood Investment Management
Massachusetts
$270K +$266K +9,253 New
PA
1829
Probity Advisors
Texas
$268K -$15.9K -552 -6%
KFP
1830
KMG Fiduciary Partners
Ohio
$268K -$10.1K -350 -4%
PHAM
1831
Palisades Hudson Asset Management
Florida
$268K
ACM
1832
AlphaStar Capital Management
North Carolina
$268K +$7.65K +266 +3%
WP
1833
WealthShield Partners
North Carolina
$266K +$230 +8 +0.1%
WI
1834
WrapManager Inc
California
$266K +$263K +9,135 New
PA
1835
PFG Advisors
Arizona
$265K -$16.6K -576 -6%
AWMG
1836
Alliance Wealth Management Group
New Jersey
$265K
VBFP
1837
Valtinson Bruner Financial Planning
Minnesota
$265K +$489 +17 +0.2%
ACP
1838
Aveo Capital Partners
Colorado
$264K -$6.04K -210 -3%
SFG
1839
StrategIQ Financial Group
Indiana
$264K
CVM
1840
Cheviot Value Management
California
$263K +$7.16K +249 +3%
BCM
1841
Becker Capital Management
Oregon
$262K +$6.47K +225 +3%
NG
1842
Northstar Group
New York
$261K -$4K -139 -2%
QCM
1843
Quest Capital Management
Texas
$261K +$27.5K +958 +12%
BC
1844
Brinker Capital
Pennsylvania
$260K +$256K +8,910 New
SWM
1845
SVA Wealth Management
Wisconsin
$259K -$116K -4,027 -31%
CCM
1846
Coe Capital Management
Illinois
$259K -$96.3K -3,350 -27%
DCM
1847
Driehaus Capital Management
Illinois
$259K -$39.1K -1,361 -13%
PWMAG
1848
Pinnacle Wealth Management Advisory Group
New Jersey
$259K
HFA
1849
Huber Financial Advisors
Illinois
$259K +$1.78K +62 +0.7%
ACM
1850
Aljian Capital Management
Nevada
$258K

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.