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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
SCA
2001
STALEY CAPITAL ADVISERS
Pennsylvania
$267K +$3.56K +110 +1%
BC
2002
Barnett & Company
Tennessee
$265K
LC
2003
LCNB Corp
Ohio
$265K +$243K +7,523 New
KA
2004
Klingman & Associates
New York
$264K -$5.14K -159 -2%
SNT
2005
Security National Trust
West Virginia
$264K
BWP
2006
Bernardo Wealth Planning
Pennsylvania
$264K +$14K +434 +6%
MWM
2007
Maltin Wealth Management
New Jersey
$264K +$243K +7,507 New
EGM
2008
Engineers Gate Manager
New York
$263K -$1.64M -50,820 -87%
WA
2009
Wealthstar Advisors
Texas
$263K -$2.2K -68 -0.9%
CRCM
2010
Corbett Road Capital Management
Virginia
$263K +$241K +7,454 New
CQS
2011
Credential Qtrade Securities
$262K +$112K +3,481 +88%
BST
2012
Bath Savings Trust
Maine
$262K -$4.95K -153 -2%
MWM
2013
Minot Wealth Management
Massachusetts
$262K +$247K +7,630 New
CAM
2014
Cypress Asset Management
Texas
$261K +$239K +7,405 New
BG
2015
Berry Group
Massachusetts
$261K +$240K +7,417 New
FWM
2016
FSA Wealth Management
Massachusetts
$261K +$240K +7,420 New
CRWM
2017
Castle Rock Wealth Management
California
$259K -$129 -4 -0.1%
PCFFS
2018
Pacific Center for Financial Services
California
$258K -$36.2K -1,119 -13%
FM
2019
Foster & Motley
Ohio
$257K
DWM
2020
Darwin Wealth Management
Florida
$257K +$5.14K +159 +2%
TLP
2021
Trinity Legacy Partners
Texas
$256K -$46.2K -1,430 -16%
JHCP
2022
Jackson Hole Capital Partners
Oklahoma
$256K
BWM
2023
BCS Wealth Management
Tennessee
$255K +$234K +7,243 New
CG
2024
CFO4Life Group
Texas
$254K -$13.3K -413 -5%
C
2025
Certuity
Florida
$254K +$233K +7,213 New

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.