We are live on ! Find out more
BAC icon

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
I
1876
INVST
Indiana
$240K -$518 -18 -0.2%
UC
1877
Unio Capital
New Jersey
$239K -$28.8K -1,000 -11%
AMM
1878
American Money Management
California
$238K +$978 +34 +0.4%
ML
1879
McAdam LLC
Pennsylvania
$238K +$235K +8,158 New
GM
1880
GeoWealth Management
Illinois
$238K +$235K +8,175 New
BI
1881
Ballast Inc
Kentucky
$237K
SC
1882
Saturna Capital
Washington
$237K
GPA
1883
Guidance Point Advisors
Massachusetts
$236K -$4.31K -150 -2%
KLI
1884
Kelman-Lazarov Inc
Tennessee
$236K +$232K +8,082 New
MFW
1885
Mosaic Family Wealth
Missouri
$234K -$9K -313 -4%
SFA
1886
Stewardship Financial Advisors
Georgia
$234K +$24.5K +852 +12%
MCIA
1887
Mountain Capital Investment Advisors
Colorado
$233K -$28.5K -990 -11%
AAM
1888
Aureus Asset Management
Massachusetts
$233K
CG
1889
Corundum Group
Colorado
$232K -$230 -8 -0.1%
PK
1890
Pflug Koory
Nebraska
$232K +$2.88K +100 +1%
CCM
1891
Chickasaw Capital Management
Tennessee
$231K
TPW
1892
Tiller Private Wealth
Pennsylvania
$231K +$28.8K +1,000 +14%
VA
1893
Valmark Advisers
Ohio
$230K -$4.4K -153 -2%
APC
1894
Aspire Private Capital
North Carolina
$229K +$10.3K +358 +5%
BIA
1895
Biondo Investment Advisors
Pennsylvania
$228K -$144K -5,000 -39%
IA
1896
Independence Advisors
Pennsylvania
$227K -$91.2K -3,173 -29%
NSB
1897
Norway Savings Bank
Maine
$226K -$5.03K -175 -2%
MFGP
1898
Marshall Financial Group (Pennsylvania)
Pennsylvania
$226K
BSA
1899
Bull Street Advisors
Georgia
$226K +$222K +7,737 New
MA
1900
MONECO Advisors
Connecticut
$225K -$5.84K -203 -3%

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.