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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
HDIM
1951
Hanson & Doremus Investment Management
Vermont
$69K -$3K -100 -3%
MCM
1952
McMillion Capital Management
North Carolina
$69K +$7.01K +234 +8%
JAM
1953
JCIC Asset Management
Ontario, Canada
$69K +$21.4K +713 +28%
BSG
1954
Black Swift Group
Colorado
$69K +$97.4K +3,250 New
LF
1955
Lee Financial
Texas
$68K -$38.5K -1,283 -29%
EWA
1956
Evolution Wealth Advisors
Florida
$68K +$55.3K +1,846 +138%
MHR
1957
Matthew Hamilton Rosenberg
$64K +$89.9K +3,000 New
Loomis, Sayles & Company
1958
Loomis, Sayles & Company
Massachusetts
$63K -$305K -10,160 -77%
BL
1959
Balentine LLC
Georgia
$63K -$124K -4,122 -58%
BHWM
1960
Bay Harbor Wealth Management
Maryland
$61K +$7.04K +235 +9%
TF
1961
Tompkins Financial
New York
$60K +$16.8K +559 +25%
LGWM
1962
Litman Gregory Wealth Management
California
$60K +$24.4K +815 +41%
WAM
1963
Wolverine Asset Management
Illinois
$59K -$410K -13,676 -83%
VCM
1964
Vigilant Capital Management
Maine
$59K -$50.5K -1,686 -38%
LWM
1965
Lenox Wealth Management
Ohio
$59K -$5.85K -195 -6%
FMP
1966
Financial Management Professionals
Texas
$59K
SC
1967
Solstein Capital
California
$59K +$83.7K +2,791 New
KIG
1968
Kessler Investment Group
Indiana
$56K -$4.91M -163,634 -98%
CB
1969
CNB Bank
Pennsylvania
$54K -$13.2K -440 -15%
IRAG
1970
Investment Research & Advisory Group
Georgia
$53K -$106K -3,523 -59%
SA
1971
SRH Advisors
Kansas
$52K
MWC
1972
MBM Wealth Consultants
Missouri
$51K -$22.5K -750 -24%
RFWA
1973
RPg Family Wealth Advisory
Massachusetts
$50.7K
EWP
1974
Engrave Wealth Partners
Texas
$50K -$17.1K -570 -19%
SCM
1975
Sirios Capital Management
Massachusetts
$50K +$70.7K +2,357 New

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.