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Bank of America

2,084 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 797 increasing their positions, 921 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% less funds holding

Funds holding: 2,0872,084 (-3)

0.27% less ownership

Funds ownership: 68.37%68.1% (-0.27%)

2% less capital invested

Capital invested by funds: $188B → $185B (-$3.52B)

12% less funds holding in top 10

Funds holding in top 10: 188166 (-22)

13% less repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 921

23% less call options, than puts

Call options by funds: $4.01B | Put options by funds: $5.18B

Holders
2,084
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
45.69%
Holding in Top 10
166
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.7%
% of All Funds
3.64%
New
113
Increased
797
Reduced
921
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2001
Lenox Wealth Management
Ohio
$86K +$4.74K +165 +6%
CI
2002
CX Institutional
Indiana
$83K +$13.2K +459 +19%
CH
2003
Canton Hathaway
Rhode Island
$82K
BAMG
2004
Brand Asset Management Group
Missouri
$82K +$374 +13 +0.5%
BHWM
2005
Bay Harbor Wealth Management
Maryland
$78K -$3.02K -105 -4%
FPS
2006
Fieldpoint Private Securities
Connecticut
$78K +$7.48K +260 +11%
PWP
2007
Personal Wealth Partners
Minnesota
$76K +$7.1K +247 +11%
SBL
2008
Sargent Bickham Lagudis
Colorado
$76K +$10.8K +374 +17%
JAM
2009
JCIC Asset Management
Ontario, Canada
$73K
PO
2010
Private Ocean
California
$73K +$7.71K +268 +12%
PCM
2011
Prelude Capital Management
New York
$72K -$3.69M -128,500 -98%
SA
2012
SRH Advisors
Kansas
$72K
DP
2013
Denver PWM
Colorado
$71.8K +$71.4K +2,482 New
MWC
2014
MBM Wealth Consultants
Missouri
$70K
BAM
2015
Barrett Asset Management
New York
$67K
KC
2016
Knuff & Co
California
$67K
VEA
2017
Virtus ETF Advisers
New York
$66K -$4.92K -171 -7%
PCTC
2018
Perkins Coie Trust Company
Washington
$62K
IWA
2019
Intercontinental Wealth Advisors
Texas
$62K +$17.3K +600 +39%
GT
2020
Glenmede Trust
Pennsylvania
$61.7K -$1.66M -57,584 -3%
SMFG
2021
Sumitomo Mitsui Financial Group
Japan
$58K +$57.5K +2,000 New
FEG
2022
Financial Enhancement Group
Indiana
$54K
VCM
2023
Vigilant Capital Management
Maine
$50K +$5.75K +200 +13%
RWML
2024
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$44.6K +$44K +1,530 New
SL
2025
Salomon & Ludwin
Virginia
$43K

BAC Hedge Fund Activity: Q3 2019 in Review

2,084 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2019, worth a combined $185B — down 1.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 101 closed out — a net gain of 12 holders — while 797 added to existing stakes and 921 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $516M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.

  • 2,084 institutional investors held Bank of America (BAC) as of Q3 2019, down from 2,087 in Q2 2019.
  • Funds reported $185B of Bank of America stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2019 and 101 closed out, a net change of +12 holders.
  • The largest Bank of America buyer in Q3 2019 was Parnassus Investments, an estimated $516M added.
  • The largest Bank of America seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2019.