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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
Axa
176
Axa
France
$99M -$5.63M -174,263 -6%
NIPH
177
NN Investment Partners Holdings
Netherlands
$97.9M +$14M +433,906 +19%
EHC
178
Everett Harris & Co
California
$95.6M +$1.42M +43,852 +2%
CIBC World Market
179
CIBC World Market
Ontario, Canada
$93.9M -$2.91M -90,186 -3%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$93.3M +$3.96M +122,669 +5%
AIG
181
American International Group
New York
$92.6M -$4.66M -144,203 -5%
BCM
182
Bridgeway Capital Management
Texas
$92.5M -$19.6M -606,600 -19%
FAF
183
Fjarde Ap-fonden
Sweden
$91.2M -$1.43M -44,300 -2%
ZIG
184
Zurich Insurance Group
Switzerland
$90.6M +$31.5M +973,716 +61%
DSA
185
Davis Selected Advisers
Arizona
$87.9M -$1.8M -55,794 -2%
EIP
186
Easterly Investment Partners
Massachusetts
$87.3M -$10.8M -333,581 -12%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$85.4M +$841K +26,021 +1%
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
$84.6M -$1.07M -33,000 -1%
LPL Financial
189
LPL Financial
California
$82.3M +$1.56M +48,144 +2%
RFC
190
Regions Financial Corp
Alabama
$82.1M -$7M -216,700 -9%
ProShare Advisors
191
ProShare Advisors
Maryland
$81M +$2.06M +63,704 +3%
DJC
192
Daily Journal Corp
California
$81M
Caisse de Depot et Placement du Quebec (CDPQ)
193
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.6M +$8.87M +274,444 +14%
PI
194
PGGM Investments
Netherlands
$80M -$95.1M -2,941,318 -56%
DLA
195
Douglas Lane & Associates
New York
$78.9M +$459K +14,209 +0.6%
Neuberger Berman Group
196
Neuberger Berman Group
New York
$78.5M +$50.5M +1,563,727 +235%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$77.8M +$7.67M +237,279 +12%
WRF
198
Waddell & Reed Financial
Kansas
$75.8M -$6.1M -188,771 -8%
MIM
199
MetLife Investment Management
New Jersey
$75.7M -$4.18M -129,227 -6%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$75.4M +$3.74M +115,852 +6%

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.