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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
WCG
1951
Weaver Consulting Group
California
$187K +$69.2K +2,408 +66%
TFGT
1952
TS Financial Group (TSFG)
Illinois
$184K +$2.73K +95 +2%
FNBOSM
1953
First National Bank of South Miami
Florida
$183K -$1.29K -45 -0.7%
PB
1954
Pinnacle Bancorp
Nebraska
$182K +$19.8K +687 +12%
RFWA
1955
RPg Family Wealth Advisory
Massachusetts
$181K
BWL
1956
Bogart Wealth LLC
Virginia
$181K
ONST
1957
Old North State Trust
North Carolina
$176K +$40.5K +1,410 +31%
PRC
1958
Pearl River Capital
Michigan
$174K +$124K +4,303 +258%
BFC
1959
Bedel Financial Consulting
Indiana
$173K -$40.1K -1,394 -19%
WC
1960
Whitnell & Co
Illinois
$173K +$891 +31 +0.5%
AAP
1961
Arax Advisory Partners
Colorado
$168K +$86.7K +3,016 +110%
JGIA
1962
Jackson Grant Investment Advisers
Connecticut
$166K +$546 +19 +0.3%
FBT
1963
First Bank & Trust
South Dakota
$166K +$30.3K +1,054 +23%
VCM
1964
Versant Capital Management
Arizona
$164K -$8.28K -288 -5%
BDWM
1965
Brewin Dolphin Wealth Management
Ireland
$163K -$51.8K -1,800 -24%
WA
1966
Winfield Associates
Ohio
$160K -$11.7K -406 -7%
LF
1967
Lee Financial
Texas
$160K +$1.01K +35 +0.6%
WOC
1968
West Oak Capital
California
$158K -$38.9K -1,354 -20%
FGAM
1969
Financial Gravity Asset Management
Texas
$157K -$35.9K -1,250 -19%
RFM
1970
Royal Fund Management
Florida
$154K -$3.68K -128 -2%
TFO
1971
Tarbox Family Office
California
$143K
TC
1972
Truvestments Capital
Florida
$140K -$43.1K -1,499 -24%
AP
1973
Arlington Partners
Alabama
$138K
MCM
1974
MV Capital Management
Maryland
$138K +$5.95K +207 +5%
SFSIG
1975
San Francisco Sentry Investment Group
California
$136K -$834 -29 -0.6%

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.