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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
BA
1876
Bristlecone Advisors
Washington
$361K +$331K +10,251 New
BHWM
1877
Bar Harbor Wealth Management
New Hampshire
$359K -$26.9K -833 -8%
CPC
1878
Consolidated Planning Corp
Georgia
$359K +$329K +10,193 New
TAM
1879
Tradition Asset Management
Virginia
$356K
WGA
1880
Weather Gauge Advisory
Virginia
$356K
IIM
1881
Ipswich Investment Management
Massachusetts
$355K -$3.23K -100 -1%
MSA
1882
Marino Stram & Associates
Massachusetts
$355K +$517 +16 +0.2%
XSC
1883
X-Square Capital
Puerto Rico
$353K +$2.49K +77 +0.8%
SAM
1884
Smithbridge Asset Management
Pennsylvania
$352K
PIM
1885
Penobscot Investment Management
Massachusetts
$351K -$323 -10 -0.1%
IA
1886
IFG Advisors
Missouri
$350K
LFASL
1887
Lugano Financial Advisors SA (LFA)
Switzerland
$350K +$321K +9,925 New
CAC
1888
Certified Advisory Corp
Florida
$349K -$3.52K -109 -1%
GC
1889
Grace Capital
Massachusetts
$349K
SIG
1890
Schaller Investment Group
North Carolina
$349K
JLBC
1891
J.L. Bainbridge & Co
Florida
$347K
PEA
1892
Pacific Edge Advisors
California
$347K +$71.4K +2,210 +29%
HCA
1893
Heck Capital Advisors
Wisconsin
$346K +$11.9K +369 +4%
LCM
1894
Logan Capital Management
Pennsylvania
$345K +$43.7K +1,351 +16%
FFS
1895
Founders Financial Securities
Maryland
$344K +$38.5K +1,191 +14%
ICA
1896
Infrastructure Capital Advisors
New York
$342K +$313K +9,700 New
WAP
1897
Wealthcare Advisory Partners
Pennsylvania
$341K +$6.63K +205 +2%
VCM
1898
Vivaldi Capital Management
Illinois
$338K -$121K -3,744 -28%
AAM
1899
Aureus Asset Management
Massachusetts
$337K +$50.6K +1,565 +20%
FC
1900
Fusion Capital
South Carolina
$336K +$308K +9,545 New

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.