We are live on ! Find out more
BAC icon

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
Two Sigma Advisers
176
Two Sigma Advisers
New York
$54.7M +$77.2M +2,576,300 New
Axa
177
Axa
France
$54.5M -$7.26M -242,237 -9%
MMH
178
Menora Mivtachim Holdings
Israel
$54.5M -$66.2M -2,209,784 -46%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$54.3M +$3.9M +130,086 +5%
BCM
180
Bridgeway Capital Management
Texas
$51.5M -$6.03M -201,090 -8%
SCM
181
Shapiro Capital Management
Georgia
$51.2M -$58.2M -1,941,270 -45%
FAF
182
Fjarde Ap-fonden
Sweden
$50.8M -$5.98M -199,500 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
183
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.7M +$2.89M +96,400 +4%
RFC
184
Regions Financial Corp
Alabama
$50M +$802K +26,743 +1%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$49.6M +$8.9M +297,024 +15%
Natixis Advisors
186
Natixis Advisors
Massachusetts
$49.5M +$3.7M +123,275 +6%
WRF
187
Waddell & Reed Financial
Kansas
$49.3M +$5.09M +169,890 +8%
DJC
188
Daily Journal Corp
California
$48.8M
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.4M +$7.81M +260,673 +13%
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$48.1M +$15.1M +503,209 +29%
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$48M -$4.28M -142,606 -6%
DLA
192
Douglas Lane & Associates
New York
$47.5M -$71.7K -2,392 -0.1%
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$46.6M -$349M -11,654,733 -85%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$46.3M +$5.04M +168,188 +9%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.3M +$5.14M +171,571 +9%
EC
196
Eminence Capital
New York
$45.7M +$64.5M +2,150,410 New
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$44.9M +$1.91M +63,714 +3%
Mariner
198
Mariner
Kansas
$44.7M -$774K -25,816 -1%
MIM
199
MetLife Investment Management
New Jersey
$44.3M -$1.91M -63,846 -3%
PI
200
PineBridge Investments
New York
$43.8M -$39.2M -1,308,690 -39%

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.