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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
VCM
1901
Versant Capital Management
Arizona
$142K +$47.2K +1,576 +31%
FBT
1902
First Bank & Trust
South Dakota
$139K +$10.1K +338 +5%
TFGT
1903
TS Financial Group (TSFG)
Illinois
$135K +$1.62K +54 +0.9%
PB
1904
Pinnacle Bancorp
Nebraska
$131K +$1.65K +55 +0.9%
PIA
1905
Powell Investment Advisors
Florida
$130K
EIP
1906
Ellis Investment Partners
Pennsylvania
$129K -$10.6K -354 -5%
ICM
1907
Islay Capital Management
Texas
$129K
PMFA
1908
Plante Moran Financial Advisors
Michigan
$125K -$102K -3,391 -36%
WCG
1909
Weaver Consulting Group
California
$125K -$22.5K -751 -11%
HI
1910
Human Investing
Oregon
$123K -$36K -1,201 -17%
JGIA
1911
Jackson Grant Investment Advisers
Connecticut
$123K +$30 +1 +0%
CFO
1912
CVA Family Office
Colorado
$122K -$13.9K -465 -7%
CIS
1913
Capital International Sarl
California
$117K
HFS
1914
HBC Financial Services
Washington
$116K -$30 -1 -0%
CAM
1915
CenterStar Asset Management
Illinois
$116K
ICM
1916
ISZO Capital Management
New York
$112K +$158K +5,284 New
PW
1917
Price Wealth
Texas
$110K -$6K -200 -4%
RFM
1918
Royal Fund Management
Florida
$107K -$4.5K -150 -3%
SIS
1919
Sound Income Strategies
Florida
$107K +$37.7K +1,256 +33%
HFA
1920
HC Financial Advisors
California
$107K +$152K +5,060 New
SIM
1921
Sonora Investment Management
Arizona
$106K +$26.1K +869 +21%
FNBOSM
1922
First National Bank of South Miami
Florida
$105K -$37.7K -1,259 -20%
KFS
1923
Kelly Financial Services
Massachusetts
$102K +$34.6K +1,153 +32%
IUHSA
1924
Itau Unibanco Holding S.A.
Brazil
$101K +$143K +4,779 New
BWL
1925
Bogart Wealth LLC
Virginia
$98K -$59.8K -1,996 -30%

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.