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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
PHAM
1926
Palisades Hudson Asset Management
Florida
$323K
MCWA
1927
Meadow Creek Wealth Advisors
Georgia
$323K +$296K +9,161 New
CS
1928
Capital Square
Tennessee
$323K +$296K +9,174 New
WI
1929
WrapManager Inc
California
$321K -$388 -12 -0.1%
WP
1930
WealthShield Partners
North Carolina
$321K +$259 +8 +0.1%
RGC
1931
Roberts, Glore & Co
Illinois
$321K +$295K +9,122 New
QCM
1932
Quest Capital Management
Texas
$320K +$3.62K +112 +1%
VBFP
1933
Valtinson Bruner Financial Planning
Minnesota
$318K -$549 -17 -0.2%
DC
1934
DeDora Capital
California
$317K +$291K +9,002 New
PA
1935
Probity Advisors
Texas
$316K -$7.17K -222 -2%
MFG
1936
Menard Financial Group
Texas
$316K +$290K +8,961 New
HFA
1937
Huber Financial Advisors
Illinois
$314K +$937 +29 +0.3%
HR
1938
Hardy Reed
Mississippi
$314K +$58.4K +1,808 +25%
PWMAG
1939
Pinnacle Wealth Management Advisory Group
New Jersey
$313K
SWM
1940
SVA Wealth Management
Wisconsin
$313K
ACM
1941
Aljian Capital Management
Nevada
$311K
DS
1942
DRW Securities
Illinois
$311K +$285K +8,830 New
FPFS
1943
First Personal Financial Services
North Carolina
$310K
HA
1944
HC Advisors
Georgia
$310K +$284K +8,800 New
CVM
1945
Cheviot Value Management
California
$309K -$8.05K -249 -3%
VCM
1946
Virtue Capital Management
Tennessee
$308K +$51.2K +1,583 +22%
BAM
1947
Bellevue Asset Management
Washington
$306K +$281K +8,684 New
HI
1948
Harrington Investments
California
$303K +$278K +8,600 New
CWA
1949
Clarity Wealth Advisors
California
$303K +$279K +8,630 New
ACM
1950
Allred Capital Management
Texas
$302K -$34.5K -1,067 -11%

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.