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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
HGWM
2026
Harvest Group Wealth Management
Massachusetts
$253K -$72K -2,227 -24%
SCG
2027
Sonata Capital Group
Washington
$253K +$970 +30 +0.4%
MWPCG
2028
Measured Wealth Private Client Group
New Hampshire
$253K +$232K +7,170 New
CST
2029
Charles Schwab Trust
Nevada
$253K +$232K +7,190 New
RRWA
2030
Rainey & Randall Wealth Advisors
Florida
$252K -$105K -3,251 -31%
GAM
2031
Gould Asset Management
California
$251K -$115K -3,550 -33%
MSR
2032
Main Street Research
Connecticut
$251K -$38.1K -1,178 -14%
PAM
2033
Peak Asset Management
Colorado
$251K
HWA
2034
HHM Wealth Advisors
Tennessee
$250K +$230K +7,103 New
SFA
2035
Stewardship Financial Advisors
Georgia
$249K -$30.8K -952 -12%
BL
2036
Balentine LLC
Georgia
$249K +$20.7K +642 +10%
TA
2037
TFG Advisers
Michigan
$248K -$20.1K -622 -8%
AWM
2038
Aprio Wealth Management
Georgia
$248K +$228K +7,041 New
AA
2039
AF Advisors
California
$247K +$226K +7,000 New
RCA
2040
Ranch Capital Advisors
Florida
$247K +$226K +7,007 New
TA
2041
TCG Advisors
Texas
$247K +$227K +7,021 New
GD
2042
Grandfield & Dodd
New York
$246K
HI
2043
Human Investing
Oregon
$246K +$14K +432 +7%
EIP
2044
Ellis Investment Partners
Pennsylvania
$245K +$549 +17 +0.2%
MAG
2045
Mayfair Advisory Group
Alabama
$245K +$225K +6,963 New
AC
2046
Avestar Capital
New York
$244K
FWM
2047
Foresight Wealth Management
Utah
$244K
BI
2048
Ballast Inc
Kentucky
$243K -$38.8K -1,200 -15%
WCWM
2049
Willow Creek Wealth Management
California
$241K -$8.76K -271 -4%
FCMC
2050
Founders Capital Management (Connecticut)
Connecticut
$241K +$221K +6,851 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.