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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
SWM
2026
Selective Wealth Management
Virginia
$43K +$42.2K +1,468 New
TIM
2027
Tortoise Investment Management
New York
$42K -$5.75K -200 -12%
RBC
2028
Roble Belko & Company
Pennsylvania
$41K
MIP
2029
Mondrian Investment Partners
United Kingdom
$39K
VLKIM
2030
Van Lanschot Kempen Investment Management
Netherlands
$39K
LFG
2031
Larson Financial Group
Missouri
$39K +$25.3K +880 +196%
LWA
2032
Lowe Wealth Advisors
Maryland
$38K +$58 +2 +0.2%
FMTCOCP
2033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K
PCC
2034
Park Circle Company
Maryland
$29K -$288K -10,000 -91%
RCWMU
2035
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$15.4K -535 -36%
FRA
2036
Front Row Advisors
California
$27K -$2.9K -101 -10%
CFN
2037
Cordasco Financial Network
Florida
$27K
DOA
2038
D'Orazio & Associates
Virginia
$27K
SAM
2039
Security Asset Management
New York
$27K
EWA
2040
Evolution Wealth Advisors
Florida
$26K -$20.5M -713,327 -100%
UB
2041
UMB Bank
Missouri
$25.6K +$77.7K +2,701 +0.3%
GWAG
2042
Garrett Wealth Advisory Group
Texas
$25.2K +$24.8K +863 New
EWM
2043
Elmwood Wealth Management
California
$24K
IF
2044
Ironwood Financial
Arizona
$23K
MFT
2045
Moisand Fitzgerald Tamayo
Florida
$21K +$86 +3 +0.4%
NC
2046
NewSquare Capital
Pennsylvania
$20K -$33.1K -1,150 -62%
IFAM
2047
Institutional & Family Asset Management
Colorado
$19K
CWM
2048
Cedar Wealth Management
California
$18K
CWM
2049
Cranbrook Wealth Management
Michigan
$17K
NCM
2050
New Capital Management
Texas
$17K

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.