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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
RTS
2051
Round Table Services
New Jersey
$240K -$115K -3,550 -34%
MCM
2052
McRae Capital Management
New Jersey
$240K -$3.23K -100 -1%
DC
2053
Derby & Company
Massachusetts
$240K +$220K +6,806 New
LCC
2054
Lincoln Capital Corp
Rhode Island
$240K +$220K +6,808 New
SP
2055
Successful Portfolios
Florida
$238K -$24.6K -762 -10%
FM
2056
Family Management
New York
$238K +$218K +6,759 New
3F
2057
360 Financial
Minnesota
$238K +$221K +6,853 New
KWA
2058
KCS Wealth Advisory
California
$237K +$32 +1 +0%
SEIA
2059
Signature Estate & Investment Advisors
California
$236K -$20.3K -627 -9%
WTFG
2060
Wells Trecaso Financial Group
Ohio
$236K -$16K -496 -7%
FP
2061
Fiduciary Planning
Florida
$236K +$229K +7,095 New
TC
2062
Trust Company
Kansas
$235K -$9.44K -292 -4%
NSAM
2063
North Star Asset Management
Wisconsin
$235K +$215K +6,665 New
SHWM
2064
Smith & Howard Wealth Management
Georgia
$235K +$216K +6,669 New
AP
2065
Adero Partners
California
$235K +$216K +6,670 New
BWL
2066
Bogart Wealth LLC
Virginia
$233K +$12.9K +400 +6%
UC
2067
Unio Capital
New Jersey
$232K -$51.7K -1,600 -20%
SDAM
2068
Shulman DeMeo Asset Management
New York
$232K +$213K +6,590 New
CPIG
2069
Chicago Partners Investment Group
Illinois
$230K -$9.05K -280 -4%
TA
2070
Trellis Advisors
Washington
$229K +$210K +6,489 New
BMO
2071
Beck Mack & Oliver
New York
$229K +$210K +6,500 New
HB
2072
Horizon Bancorp
Indiana
$229K +$210K +6,500 New
FA
2073
Faithward Advisors
Pennsylvania
$229K +$210K +6,513 New
RGIA
2074
Rainier Group Investment Advisory
Washington
$228K -$27.8K -861 -12%
TF
2075
TRH Financial
Iowa
$227K +$212K +6,561 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.