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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
IF
2026
Ironwood Financial
Arizona
$19K +$3K +100 +13%
CC
2027
Cognios Capital
Kansas
$18K +$25.8K +859 New
DI
2028
Disciplined Investments
Oklahoma
$17K +$21.6K +719 +1,042%
TC
2029
Truvestments Capital
Florida
$17K +$24.4K +815 New
CPA
2030
Cowen Prime Advisors
New York
$16K +$22.8K +760 New
CBT
2031
Central Bank & Trust
Kentucky
$15K -$454K -15,136 -96%
MFT
2032
Moisand Fitzgerald Tamayo
Florida
$15K +$30 +1 +0.1%
HWM
2033
HighMark Wealth Management
Minnesota
$15K +$1.71K +57 +8%
PP
2034
PrairieView Partners
Minnesota
$15K +$20.7K +689 New
BCM
2035
Brooktree Capital Management
Michigan
$14K
SSWG
2036
Seven Springs Wealth Group
Tennessee
$14K
CWM
2037
Cedar Wealth Management
California
$13K
IFAM
2038
Institutional & Family Asset Management
Colorado
$13K +$779 +26 +4%
BAMG
2039
Brand Asset Management Group
Missouri
$12K -$67.5K -2,251 -80%
FEG
2040
Financial Enhancement Group
Indiana
$12K -$38.6K -1,286 -70%
CWM
2041
Cranbrook Wealth Management
Michigan
$12K
CYG
2042
Clean Yield Group
Vermont
$12K +$7.5K +250 +83%
AIM
2043
Artemis Investment Management
United Kingdom
$11.4K -$96.4M -3,214,167 -86%
LWA
2044
Lenox Wealth Advisors
New York
$11K -$899 -30 -5%
JWM
2045
Janiczek Wealth Management
Colorado
$11K
AA
2046
AlphaMark Advisors
Kentucky
$11K +$90 +3 +0.6%
FWM
2047
Filbrandt Wealth Management
Wisconsin
$9K -$28.7K -957 -70%
AWM
2048
Atticus Wealth Management
Florida
$9K -$360 -12 -3%
CAM
2049
ClariVest Asset Management
California
$9K
SC
2050
Stralem & Co
New York
$9K +$13.1K +436 New

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.