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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
MPCG
1826
Matrix Private Capital Group
New York
$403K +$370K +11,441 New
Cohen & Steers
1827
Cohen & Steers
New York
$402K -$2.33M -72,036 -86%
CCM
1828
Check Capital Management
California
$402K +$97 +3 +0%
SIAG
1829
Signet Investment Advisory Group
Rhode Island
$401K -$147K -4,548 -29%
FI
1830
FormulaFolio Investments
Michigan
$401K +$21.6K +667 +6%
ATC
1831
Adirondack Trust Company
New York
$400K -$34.6K -1,072 -8%
AAIM
1832
Asset Advisors Investment Management
Georgia
$399K +$9.7K +300 +3%
FWM
1833
Fairhaven Wealth Management
Illinois
$398K
TCM
1834
Towercrest Capital Management
Pennsylvania
$397K +$3.88K +120 +1%
CW
1835
CreativeOne Wealth
Kansas
$397K +$364K +11,251 New
BWFA
1836
Baltimore-Washington Financial Advisors
Maryland
$396K
FMTC
1837
Farmers & Merchants Trust Company
California
$394K
GEA
1838
Glen Eagle Advisors
New Jersey
$394K +$81.7K +2,528 +29%
AHC
1839
Adell Harriman & Carpenter
Texas
$391K
BFG
1840
Beacon Financial Group
Texas
$390K -$78.4K -2,425 -18%
AWS
1841
Arkfeld Wealth Strategies
Nebraska
$390K +$432K +13,366 New
TCM
1842
Tran Capital Management
California
$389K +$357K +11,050 New
PFSC
1843
Peoples Financial Services Corp
Pennsylvania
$385K
CPSC
1844
Carl P. Sherr & Co
Massachusetts
$385K +$353K +10,935 New
GHA
1845
GW Henssler & Associates
Georgia
$383K -$3.23K -100 -0.9%
WAM
1846
Weatherly Asset Management
California
$383K
AIM
1847
Acropolis Investment Management
Missouri
$383K +$485 +15 +0.1%
RPG
1848
Resource Planning Group
Georgia
$382K
SMC
1849
Smith, Moore & Co
Missouri
$382K +$36.9K +1,142 +12%
MCWS
1850
McKinley Carter Wealth Services
West Virginia
$381K +$81.3K +2,516 +30%

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.