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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
FVWA
1901
Foster Victor Wealth Advisors
South Carolina
$335K -$2.23K -69 -0.7%
HFS
1902
Howard Financial Services
Texas
$334K +$517 +16 +0.2%
MIM
1903
Moseley Investment Management
Florida
$333K -$40K -1,239 -12%
RCA
1904
Resonant Capital Advisors
Wisconsin
$333K +$305K +9,441 New
PA
1905
PFG Advisors
Arizona
$332K +$743 +23 +0.2%
PIMG
1906
Patriot Investment Management Group
Tennessee
$332K +$8.66K +268 +3%
BWM
1907
Brickley Wealth Management
California
$331K -$55.7K -1,725 -16%
VFP
1908
Verus Financial Partners
Virginia
$331K -$4.39K -136 -1%
HI
1909
Hendershot Investments
Virginia
$331K +$71.4K +2,209 +31%
BWAM
1910
Boyd Watterson Asset Management
Ohio
$330K -$194 -6 -0.1%
RHAM
1911
Round Hill Asset Management
California
$330K -$194 -6 -0.1%
BCM
1912
Breiter Capital Management
Florida
$330K
IP
1913
Investment Partners
Ohio
$329K -$20.3K -628 -6%
CB
1914
Community Bank
New York
$328K
SFG
1915
StrategIQ Financial Group
Indiana
$328K +$8.69K +269 +3%
CHA
1916
Cooper/Haims Advisors
New York
$328K +$301K +9,309 New
PMFA
1917
Plante Moran Financial Advisors
Michigan
$327K -$115K -3,560 -28%
BCM
1918
Boltwood Capital Management
California
$326K
BIM
1919
Bridgecreek Investment Management
Oklahoma
$326K
RWM
1920
RBA Wealth Management
California
$326K +$420 +13 +0.1%
VAG
1921
VisionPoint Advisory Group
Texas
$324K -$61.4K -1,899 -17%
GKWIM
1922
Gerber Kawasaki Wealth & Investment Management
California
$324K -$3.56K -110 -1%
AWMG
1923
Alliance Wealth Management Group
New Jersey
$324K +$3.88K +120 +1%
LWM
1924
Lionsbridge Wealth Management
Florida
$324K +$300K +9,292 New
KFP
1925
KMG Fiduciary Partners
Ohio
$323K

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.