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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
BDWM
1926
Brewin Dolphin Wealth Management
Ireland
$96.3K -$12K -400 -8%
MCM
1927
MV Capital Management
Maryland
$96K
NICM
1928
Neo Ivy Capital Management
New York
$96K +$136K +4,525 New
CHA
1929
Carmichael Hill & Associates
Maryland
$95K +$12.5K +416 +10%
BCM
1930
Blume Capital Management
California
$95K +$24K +800 +22%
MSFP
1931
Mark Sheptoff Financial Planning
Connecticut
$92K +$6K +200 +5%
AAP
1932
Arax Advisory Partners
Colorado
$91K -$44.3K -1,478 -26%
WOC
1933
West Oak Capital
California
$91K
BWA
1934
Burt Wealth Advisors
Maryland
$90K -$11.9K -398 -9%
SIAS
1935
Shine Investment Advisory Services
Colorado
$86K
MFP
1936
Michael F. Price
$85K
OAMG
1937
Odey Asset Management Group
United Kingdom
$85K
SFSIG
1938
San Francisco Sentry Investment Group
California
$80K -$29.5K -984 -21%
JPLA
1939
Joseph P. Lucia & Associates
New York
$79K +$749 +25 +0.7%
LFG
1940
Larson Financial Group
Missouri
$78K +$70.1K +2,339 +173%
CIM
1941
Contravisory Investment Management
Massachusetts
$78K +$111K +3,688 New
BC
1942
Barnett & Company
Tennessee
$77K -$117K -3,897 -52%
APC
1943
Aspire Private Capital
North Carolina
$76K -$738K -24,610 -87%
CI
1944
CX Institutional
Indiana
$75K -$8.21K -274 -7%
DWA
1945
Dougherty Wealth Advisers
Minnesota
$75K
WB
1946
West Bancorporation
Iowa
$74K -$349K -11,648 -77%
FP
1947
Financial Perspectives
Minnesota
$73.5K +$28.2K +941 +37%
FCMT
1948
Founders Capital Management (Texas)
Texas
$70K
SFG
1949
Sowa Financial Group
Rhode Island
$70K
RWG
1950
Regal Wealth Group
California
$69K -$4.32K -144 -4%

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.