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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
PIMG
1851
Patriot Investment Management Group
Tennessee
$257K -$13.9K -485 -5%
FPFS
1852
First Personal Financial Services
North Carolina
$257K -$9.75K -339 -4%
SYBT
1853
Stock Yards Bank & Trust
Kentucky
$256K
TLP
1854
Trinity Legacy Partners
Texas
$255K
DWM
1855
Destination Wealth Management
California
$254K -$107K -3,717 -30%
CJA
1856
C-J Advisory
California
$254K +$604 +21 +0.2%
FIA
1857
Foundations Investment Advisors
Arizona
$254K +$29.6K +1,031 +13%
RWM
1858
Ritholtz Wealth Management
New York
$253K +$249K +8,663 New
GEA
1859
Glen Eagle Advisors
New Jersey
$252K +$58 +2 +0%
FFS
1860
Founders Financial Securities
Maryland
$250K +$246K +8,567 New
BBNA
1861
Bremer Bank National Association
Minnesota
$249K -$110K -3,822 -31%
ASC
1862
Atalanta Sosnoff Capital
New York
$248K -$47.2M -1,641,058 -99%
PIC
1863
Portland Investment Counsel
Ontario, Canada
$248K -$66.1K -2,300 -21%
F
1864
F3Logic
Minnesota
$247K -$322K -11,193 -57%
LCM
1865
Logan Capital Management
Pennsylvania
$246K -$7.99K -278 -3%
PCFFS
1866
Pacific Center for Financial Services
California
$246K +$690 +24 +0.3%
CC
1867
Centiva Capital
New York
$246K +$243K +8,444 New
HAIM
1868
Hunter Associates Investment Management
Pennsylvania
$245K +$1.38K +48 +0.6%
CRWM
1869
Castle Rock Wealth Management
California
$245K +$15.1K +526 +8%
LA
1870
LVW Advisors
New York
$244K -$58K -2,016 -19%
THWM
1871
Taylor Hoffman Wealth Management
Virginia
$243K
SFG
1872
Summit Financial Group
West Virginia
$242K -$20.1K -700 -8%
MSR
1873
Main Street Research
Connecticut
$242K
MCWS
1874
McKinley Carter Wealth Services
West Virginia
$242K +$239K +8,301 New
SWA
1875
SFMG Wealth Advisors
Texas
$241K +$1.15K +40 +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.