We are live on ! Find out more
BAC icon

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
VCM
1926
Virtue Capital Management
Tennessee
$209K +$206K +7,166 New
DWM
1927
Darwin Wealth Management
Florida
$208K -$55.5K -1,931 -21%
NCM
1928
Nelson Capital Management
California
$208K -$40.3K -1,400 -16%
SCG
1929
Sonata Capital Group
Washington
$208K -$12.8K -444 -6%
PAM
1930
Peak Asset Management
Colorado
$208K
WCWM
1931
Willow Creek Wealth Management
California
$208K +$1.44K +50 +0.7%
HR
1932
Hardy Reed
Mississippi
$208K +$205K +7,115 New
BDF
1933
Black Diamond Financial
Maryland
$208K +$205K +7,145 New
BWP
1934
Bernardo Wealth Planning
Pennsylvania
$206K -$34.3K -1,194 -14%
UBV
1935
United Bank (Virginia)
Virginia
$205K +$202K +7,021 New
HI
1936
Horizon Investments
North Carolina
$205K +$202K +7,028 New
MFP
1937
Michael F. Price
$204K
GD
1938
Grandfield & Dodd
New York
$204K +$201K +6,982 New
GPC
1939
Glacier Peak Capital
Washington
$204K +$201K +7,006 New
TC
1940
Trust Company
Kansas
$203K
AC
1941
Avestar Capital
New York
$203K +$61.1K +2,125 +44%
MCM
1942
McRae Capital Management
New Jersey
$202K +$199K +6,917 New
FWM
1943
Foresight Wealth Management
Utah
$202K +$199K +6,936 New
B
1944
Bellecapital
Switzerland
$200K +$197K +6,840 New
M
1945
MOTCO
Texas
$198K -$60.9K -2,118 -24%
KWA
1946
KCS Wealth Advisory
California
$196K +$193K +6,727 New
EIP
1947
Ellis Investment Partners
Pennsylvania
$195K -$13.9K -485 -7%
HI
1948
Human Investing
Oregon
$191K -$3.45K -120 -2%
BL
1949
Balentine LLC
Georgia
$188K +$127K +4,423 +221%
PFO
1950
Pathstone Family Office
New Jersey
$187K -$38.8K -1,350 -17%

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.