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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
ACM
1951
AlphaStar Capital Management
North Carolina
$302K -$19.6K -605 -7%
NG
1952
Northstar Group
New York
$302K -$12.6K -391 -4%
BWM
1953
BT Wealth Management
Georgia
$300K +$275K +8,521 New
DCM
1954
Driehaus Capital Management
Illinois
$299K -$11.7K -362 -4%
LF
1955
LifeSteps Financial
California
$299K +$275K +8,494 New
OAM
1956
Oak Asset Management
California
$297K -$64.1K -1,984 -19%
I
1957
INVST
Indiana
$296K -$517 -16 -0.2%
UF
1958
Univest Financial
Pennsylvania
$295K -$4.37M -135,315 -91%
HAIM
1959
Hunter Associates Investment Management
Pennsylvania
$295K
ACA
1960
Affinity Capital Advisors
California
$295K +$271K +8,380 New
THWM
1961
Taylor Hoffman Wealth Management
Virginia
$293K
CG
1962
Corundum Group
Colorado
$293K +$11.8K +365 +5%
SFG
1963
Summit Financial Group
West Virginia
$292K
SAG
1964
Spotlight Asset Group
Illinois
$292K +$380K +11,764 New
IAP
1965
Indie Asset Partners
Indiana
$291K +$267K +8,264 New
SWA
1966
SFMG Wealth Advisors
Texas
$288K -$1.94K -60 -0.7%
ACP
1967
Aveo Capital Partners
Colorado
$288K +$485 +15 +0.2%
GPA
1968
Guidance Point Advisors
Massachusetts
$287K +$1.36K +42 +0.5%
AMM
1969
American Money Management
California
$286K -$1.1K -34 -0.4%
SC
1970
Saturna Capital
Washington
$286K
FI
1971
Fosun International
China
$286K +$262K +8,100 New
KLI
1972
Kelman-Lazarov Inc
Tennessee
$285K
HI
1973
Horizon Investments
North Carolina
$285K +$34.3K +1,061 +15%
IIC
1974
Ironwood Investment Counsel
Arizona
$283K -$144K -4,471 -36%
LA
1975
LVW Advisors
New York
$283K -$11.3K -350 -4%

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.