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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
SIC
1851
Sigma Investment Counselors
Michigan
$379K -$10.6K -328 -3%
CSM
1852
CAMG Solamere Management
North Carolina
$379K +$937 +29 +0.3%
CAM
1853
Cozad Asset Management
Illinois
$379K +$4.2K +130 +1%
AP
1854
Arlington Partners
Alabama
$378K +$194K +6,000 +127%
SJL
1855
Shayne & Jacobs LLC
Tennessee
$377K -$105K -3,253 -23%
TWM
1856
Titus Wealth Management
California
$377K +$32 +1 +0%
FPCP
1857
Fort Point Capital Partners
California
$376K
JWA
1858
JFS Wealth Advisors
Pennsylvania
$375K +$26.3K +813 +8%
AMCA
1859
Arthur M. Cohen & Associates
Illinois
$374K -$1.32M -40,937 -79%
IIM
1860
Ironwood Investment Management
Massachusetts
$374K -$420 -13 -0.1%
CM
1861
Cornerstone Management
Georgia
$373K
LPIC
1862
LeJeune Puetz Investment Counsel
Michigan
$373K
CWM
1863
Chesapeake Wealth Management
Virginia
$372K -$19.7K -610 -5%
SCM
1864
SKBA Capital Management
California
$371K +$6.46K +200 +2%
CA
1865
Continuum Advisory
Idaho
$371K +$7.43K +230 +2%
AIA
1866
Allied Investment Advisors
Montana
$371K +$11.3K +350 +3%
BCFS
1867
Butensky & Cohen Financial Security
Florida
$370K -$162K -5,000 -32%
RW
1868
REDW Wealth
New Mexico
$370K -$4.85K -150 -1%
CFG
1869
Cooper Financial Group
California
$368K -$1.39K -43 -0.4%
CIM
1870
Confluence Investment Management
Missouri
$366K +$226 +7 +0.1%
BC
1871
Brio Consultants
California
$365K -$28.7K -889 -8%
PCMC
1872
Paragon Capital Management (Colorado)
Colorado
$365K -$8.53K -264 -2%
QCI
1873
Quaker Capital Investments
Pennsylvania
$365K
SCM
1874
Sterneck Capital Management
Missouri
$364K -$23K -713 -6%
B
1875
Brightworth
Georgia
$362K -$47.8K -1,478 -13%

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.