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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
AA
2051
AlphaMark Advisors
Kentucky
$16K +$86 +3 +0.6%
JWM
2052
Janiczek Wealth Management
Colorado
$16K +$4.03K +140 +35%
HFM
2053
Harvest Fund Management
China
$15K -$23.8K -828 -62%
CB
2054
CNB Bank
Pennsylvania
$13K
CAGAS
2055
Capital Advisory Group Advisory Services
Minnesota
$12K
NIM
2056
NuWave Investment Management
New Jersey
$10K -$65.1K -2,265 -87%
SFA
2057
Semmax Financial Advisors
North Carolina
$10K -$2.47K -86 -21%
CTB
2058
Country Trust Bank
Illinois
$10K
CA
2059
Crewe Advisors
Utah
$9K -$1.98K -69 -19%
CYG
2060
Clean Yield Group
Vermont
$9K
LWA
2061
Lenox Wealth Advisors
New York
$9K
PAI
2062
Pittenger & Anderson Inc
Nebraska
$9K
HCA
2063
Horan Capital Advisors
Ohio
$7K +$6.87K +239 New
WA
2064
WestEnd Advisors
North Carolina
$6.83K +$1.47K +51 +28%
WAS
2065
Winch Advisory Services
Wisconsin
$6K -$6.15K -214 -51%
HS
2066
Horan Securities
United States
$6K -$5.98K -208 -51%
FCAS
2067
First Command Advisory Services
Texas
$6K
GC
2068
Globeflex Capital
California
$6K
CMBA
2069
C.M. Bidwell & Associates
Hawaii
$6K +$5.78K +201 New
EI
2070
Ellevest Inc
New York
$5K -$54.5K -1,895 -91%
CA
2071
Centerpoint Advisors
Massachusetts
$5K
AM
2072
Atwater Malick
Pennsylvania
$5K +$4.89K +170 New
LFG
2073
LifePlan Financial Group
Ohio
$4K
KHLMVGHM
2074
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.71K
SCA
2075
Stuart Chaussee & Associates
California
$3K

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.