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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
KC
1976
Knuff & Co
California
$49K -$30K -1,000 -30%
BAM
1977
Barrett Asset Management
New York
$49K
FFC
1978
First Financial Corp
Indiana
$48K -$30K -1,000 -31%
PO
1979
Private Ocean
California
$47K +$300 +10 +0.5%
RCG
1980
Ruggie Capital Group
Florida
$47K +$540 +18 +0.8%
MWP
1981
Meridian Wealth Partners
Pennsylvania
$47K +$14.7K +491 +28%
Pacer Advisors
1982
Pacer Advisors
Pennsylvania
$46K
PCTC
1983
Perkins Coie Trust Company
Washington
$46K +$2.01K +67 +3%
FPFS
1984
First Personal Financial Services
North Carolina
$45K -$200K -6,666 -76%
MWM
1985
MBE Wealth Management
Wisconsin
$43K +$61K +2,035 New
NG
1986
NWK Group
California
$42K -$89.9K -3,000 -60%
HFM
1987
Harvest Fund Management
China
$42K -$22.7K -756 -28%
SFA
1988
Semmax Financial Advisors
North Carolina
$42K +$48.9K +1,632 +490%
WQ
1989
Wealth Quarterback
New Jersey
$40.1K -$8.72K -291 -13%
FCM
1990
Firestone Capital Management
Florida
$38K +$15K +501 +39%
LPWM
1991
Lake Point Wealth Management
Texas
$37K -$2.49K -83 -5%
CQS
1992
Credential Qtrade Securities
$35.8K -$172K -5,754 -77%
SFPG
1993
Stonebridge Financial Planning Group
Florida
$35K +$30.2K +1,009 +208%
WFMPM
1994
Woodley Farra Manion Portfolio Management
Indiana
$34K +$12K +400 +33%
SL
1995
Salomon & Ludwin
Virginia
$32K
JWA
1996
JFS Wealth Advisors
Pennsylvania
$31K -$275K -9,182 -86%
SWM
1997
Selective Wealth Management
Virginia
$31K
TIM
1998
Tortoise Investment Management
New York
$31K
LAS
1999
Lloyd Advisory Services
Georgia
$31K +$5.52K +184 +14%
RBC
2000
Roble Belko & Company
Pennsylvania
$30K

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.