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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
TA
1901
TFG Advisers
Michigan
$224K -$7.99K -278 -3%
NPF
1902
Norris Perne & French
Michigan
$224K -$29 -1 -0%
KA
1903
Klingman & Associates
New York
$223K -$2.53K -88 -1%
PEA
1904
Pacific Edge Advisors
California
$223K
CG
1905
CFO4Life Group
Texas
$223K +$345 +12 +0.2%
IFS
1906
Ifrah Financial Services
Arkansas
$221K
PI
1907
Pettee Investors
Connecticut
$221K
BST
1908
Bath Savings Trust
Maine
$221K +$218K +7,585 New
G
1909
GenTrust
Florida
$220K
SP
1910
Successful Portfolios
Florida
$220K +$217K +7,533 New
SNT
1911
Security National Trust
West Virginia
$219K -$2.82K -98 -1%
BC
1912
Barnett & Company
Tennessee
$219K
WA
1913
Wealthstar Advisors
Texas
$219K +$86 +3 +0%
SCA
1914
STALEY CAPITAL ADVISERS
Pennsylvania
$218K -$177K -6,141 -45%
CPIG
1915
Chicago Partners Investment Group
Illinois
$216K +$198K +6,902 New
RGIA
1916
Rainier Group Investment Advisory
Washington
$214K -$920 -32 -0.4%
SEIA
1917
Signature Estate & Investment Advisors
California
$214K +$211K +7,325 New
NCM
1918
Noesis Capital Mangement
Florida
$214K +$211K +7,350 New
FM
1919
Foster & Motley
Ohio
$213K +$210K +7,299 New
JHCP
1920
Jackson Hole Capital Partners
Oklahoma
$212K
MFS
1921
Madrona Financial Services
Washington
$212K +$288 +10 +0.1%
MF
1922
Madrona Funds
Washington
$212K +$209K +7,255 New
CFSG
1923
Community Financial Services Group
Vermont
$211K +$208K +7,219 New
HI
1924
Hendershot Investments
Virginia
$210K
WTFG
1925
Wells Trecaso Financial Group
Ohio
$210K

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.