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Bank of America

2,086 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 939 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 69.53%70.03% (+0.5%)

9% less funds holding

Funds holding: 2,3042,086 (-218)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 939

33% less call options, than puts

Call options by funds: $2.83B | Put options by funds: $4.23B

41% less capital invested

Capital invested by funds: $220B → $130B (-$90.6B)

55% less funds holding in top 10

Funds holding in top 10: 237107 (-130)

56% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 342

Holders
2,086
Holders Change
-218
Holders Change %
-9.46%
% of All Funds
45.97%
Holding in Top 10
107
Holding in Top 10 Change
-130
Holding in Top 10 Change %
-54.85%
% of All Funds
2.36%
New
150
Increased
830
Reduced
939
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M
Name Holding Trade Value Shares
Change
Change in
Stake
WGA
1851
Weather Gauge Advisory
Virginia
$214K
FIA
1852
FNY Investment Advisers
New York
$213K +$301K +10,050 New
RCM
1853
Requisite Capital Management
Texas
$212K -$1.02M -34,037 -77%
SAM
1854
Smithbridge Asset Management
Pennsylvania
$212K
SCC
1855
Second Curve Capital
Pennsylvania
$212K +$300K +10,000 New
FCM
1856
Fortis Capital Management
Washington
$211K -$1.54M -51,223 -84%
CIM
1857
Confluence Investment Management
Missouri
$211K -$80K -2,667 -21%
IIM
1858
Ironwood Investment Management
Massachusetts
$211K -$20.2K -675 -6%
CAC
1859
Certified Advisory Corp
Florida
$211K +$719 +24 +0.2%
BWAM
1860
Boyd Watterson Asset Management
Ohio
$211K +$16.6K +554 +6%
THWM
1861
Taylor Hoffman Wealth Management
Virginia
$211K +$48.6K +1,622 +19%
XM
1862
XTX Markets
New York
$211K +$298K +9,940 New
VBFP
1863
Valtinson Bruner Financial Planning
Minnesota
$210K
Verition Fund Management
1864
Verition Fund Management
Connecticut
$208K +$294K +9,821 New
PIM
1865
Penobscot Investment Management
Massachusetts
$207K -$6.59K -220 -2%
MIM
1866
Moseley Investment Management
Florida
$206K +$7.2K +240 +3%
BC
1867
Brinker Capital
Pennsylvania
$204K -$110K -3,672 -28%
RW
1868
REDW Wealth
New Mexico
$204K -$27K -900 -9%
JLBC
1869
J.L. Bainbridge & Co
Florida
$204K -$7.2K -240 -2%
CS
1870
Capital Square
Tennessee
$204K +$13.3K +443 +5%
DIM
1871
Delta Investment Management
California
$203K -$428K -14,285 -60%
GHA
1872
GW Henssler & Associates
Georgia
$203K -$38.4K -1,282 -12%
AAM
1873
Aureus Asset Management
Massachusetts
$203K +$390 +13 +0.1%
IP
1874
Investment Partners
Ohio
$203K +$7.08K +236 +3%
HCA
1875
Heck Capital Advisors
Wisconsin
$202K -$8.96K -299 -3%

BAC Hedge Fund Activity: Q1 2020 in Review

2,086 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2020, worth a combined $130B — down 41% from $220B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of BAC and 150 opened new positions — a net loss of 192 holders — while 939 trimmed existing stakes and 830 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 2,086 institutional investors held Bank of America (BAC) as of Q1 2020, down from 2,304 in Q4 2019.
  • Funds reported $130B of Bank of America stock for Q1 2020, down 41% quarter-over-quarter.
  • 150 funds opened new Bank of America positions in Q1 2020 and 342 closed out, a net change of -192 holders.
  • The largest Bank of America buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.02B added.
  • The largest Bank of America seller in Q1 2020 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.