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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
FRA
2001
Front Row Advisors
California
$30K +$7.43K +248 +25%
JSC
2002
Jackson Square Capital
California
$29K -$539K -17,987 -93%
CFFP
2003
Center for Financial Planning
Michigan
$29K +$22.5K +750 +123%
DCM
2004
Davis Capital Management
Florida
$29K +$41.2K +1,373 New
MIP
2005
Mondrian Investment Partners
United Kingdom
$28K
CCM
2006
Cox Capital Management
Massachusetts
$27K +$23K +767 New
VLKIM
2007
Van Lanschot Kempen Investment Management
Netherlands
$26K +$6.89K +230 +24%
FG
2008
FSI Group
Ohio
$25K -$5M -166,804 -99%
CWAF
2009
Core Wealth Advisors (Florida)
Florida
$25K
FMTCOCP
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K
EWM
2011
Elmwood Wealth Management
California
$24.3K +$24.3K +809 New
SFG
2012
Sage Financial Group
Pennsylvania
$23K +$270 +9 +0.8%
DOA
2013
D'Orazio & Associates
Virginia
$23K +$2.52K +84 +9%
PCMK
2014
Paragon Capital Management (Kansas)
Kansas
$23K +$32.2K +1,075 New
MIFH
2015
Migdal Insurance & Financial Holdings
Israel
$22K -$21.3M -709,754 -100%
LSA
2016
Lion Street Advisors
Texas
$22K +$31.3K +1,043 New
LWA
2017
Lowe Wealth Advisors
Maryland
$21K -$6.06K -202 -17%
WCM
2018
Wealthcare Capital Management
Virginia
$21K -$300 -10 -1%
PCC
2019
Park Circle Company
Maryland
$21K
FGAM
2020
Financial Gravity Asset Management
Texas
$20.6K -$59.3K -1,977 -40%
RCWMU
2021
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K
SAM
2022
Security Asset Management
New York
$20K
CFN
2023
Cordasco Financial Network
Florida
$20K +$300 +10 +1%
CA
2024
Centerpoint Advisors
Massachusetts
$20K +$23.4K +780 +488%
CH
2025
Canton Hathaway
Rhode Island
$19K -$57.4K -1,915 -68%

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.