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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
G
1976
GenTrust
Florida
$282K +$15.4K +475 +6%
WAM
1977
Winslow Asset Management
Ohio
$282K +$259K +8,020 New
PMG
1978
Private Management Group
California
$281K -$56K -1,734 -18%
P
1979
&Partners
Tennessee
$281K +$257K +7,966 New
ML
1980
McAdam LLC
Pennsylvania
$280K -$6.4K -198 -2%
PK
1981
Pflug Koory
Nebraska
$280K
OWA
1982
Outlook Wealth Advisors
Texas
$280K +$257K +7,947 New
MFW
1983
Mosaic Family Wealth
Missouri
$279K -$2.97K -92 -1%
CCM
1984
Chickasaw Capital Management
Tennessee
$279K
UBV
1985
United Bank (Virginia)
Virginia
$278K +$28.1K +870 +12%
BCM
1986
Becker Capital Management
Oregon
$276K -$37.1K -1,147 -13%
TNA
1987
True North Advisors
Texas
$275K +$252K +7,810 New
ATFA
1988
All Terrain Financial Advisors
Minnesota
$273K -$501K -15,500 -67%
CJA
1989
C-J Advisory
California
$273K -$30.6K -946 -11%
MFGP
1990
Marshall Financial Group (Pennsylvania)
Pennsylvania
$273K -$32 -1 -0%
NSB
1991
Norway Savings Bank
Maine
$272K -$614 -19 -0.2%
BSA
1992
Bull Street Advisors
Georgia
$272K
GC
1993
Gilbert & Cook
Iowa
$271K +$248K +7,687 New
F
1994
F3Logic
Minnesota
$270K -$25.1K -777 -9%
NCM
1995
Noesis Capital Mangement
Florida
$270K +$10.1K +311 +4%
RWB
1996
RMR Wealth Builders
New Jersey
$270K +$248K +7,660 New
NPF
1997
Norris Perne & French
Michigan
$268K -$1.36K -42 -0.5%
MA
1998
MONECO Advisors
Connecticut
$268K +$32 +1 +0%
IFS
1999
Ifrah Financial Services
Arkansas
$267K
PI
2000
Pettee Investors
Connecticut
$267K

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.