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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
SFG
1876
StrategIQ Financial Group
Indiana
$201K +$4.62K +154 +2%
HI
1877
Hendershot Investments
Virginia
$200K
PIMG
1878
Patriot Investment Management Group
Tennessee
$200K +$270 +9 +0.1%
WI
1879
WrapManager Inc
California
$200K +$9.44K +315 +3%
TF
1880
TimeScale Financial
Massachusetts
$199K -$62.2K -2,074 -18%
APWM
1881
Atlas Private Wealth Management
New York
$193K -$286K -9,524 -51%
AIM
1882
Acropolis Investment Management
Missouri
$190K -$57.4K -1,914 -18%
ONST
1883
Old North State Trust
North Carolina
$190K +$79.5K +2,653 +42%
CWA
1884
Carolina Wealth Advisors
South Carolina
$186K +$226K +7,548 +615%
CB
1885
Community Bank
New York
$180K -$26.2K -874 -9%
BEAM
1886
Baker Ellis Asset Management
Washington
$178K +$138K +4,600 +121%
MME
1887
Meag Munich Ergo
Germany
$174K -$3.88M -129,340 -94%
PK
1888
Pflug Koory
Nebraska
$172K +$4.8K +160 +2%
AIS
1889
Accurate Investment Solutions
Pennsylvania
$171K +$234K +7,790 +3,043%
AP
1890
Arlington Partners
Alabama
$167K -$86K -2,869 -27%
NSB
1891
Norway Savings Bank
Maine
$162K -$3K -100 -1%
M
1892
MOTCO
Texas
$160K +$70.3K +2,345 +45%
DWM
1893
Darwin Wealth Management
Florida
$159K +$7.64K +255 +3%
FWM
1894
FSA Wealth Management
Massachusetts
$158K
SNT
1895
Security National Trust
West Virginia
$155K -$6.06K -202 -3%
HGWM
1896
Harvest Group Wealth Management
Massachusetts
$153K +$899 +30 +0.4%
GCAC
1897
Guardian Capital Advisors (Canada)
Ontario, Canada
$151K -$39.3K -1,310 -11%
PFO
1898
Pathstone Family Office
New Jersey
$150K +$28.1K +938 +15%
PCFFS
1899
Pacific Center for Financial Services
California
$142K -$19.7K -657 -9%
TC
1900
Trust Company
Kansas
$142K

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.