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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
EA
2076
Elm Advisors
California
$225K +$206K +6,375 New
MCIA
2077
Mountain Capital Investment Advisors
Colorado
$224K -$50.8K -1,573 -20%
CWM
2078
CCG Wealth Management
California
$224K +$205K +6,352 New
BB
2079
Bell Bank
North Dakota
$224K +$206K +6,361 New
MIS
2080
Morningstar Investment Services
Illinois
$224K +$206K +6,362 New
TFGT
2081
TS Financial Group (TSFG)
Illinois
$223K +$323 +10 +0.2%
FIG
2082
FundX Investment Group
California
$223K +$205K +6,331 New
FUBT
2083
First United Bank & Trust
Maryland
$223K +$205K +6,344 New
BIA
2084
Biondo Investment Advisors
Pennsylvania
$222K -$48.5K -1,500 -19%
ONST
2085
Old North State Trust
North Carolina
$222K +$8.82K +273 +5%
PAS
2086
Professional Advisory Services
Florida
$220K +$202K +6,242 New
FNBOSM
2087
First National Bank of South Miami
Florida
$219K -$14K -434 -7%
IWS
2088
Insight Wealth Strategies
California
$219K +$201K +6,216 New
CFO
2089
CVA Family Office
Colorado
$219K +$201K +6,230 New
CWA
2090
Clarus Wealth Advisors
Arizona
$219K +$202K +6,250 New
FBT
2091
First Bank & Trust
South Dakota
$218K +$16.8K +519 +9%
ACP
2092
Arcus Capital Partners
Georgia
$218K +$200K +6,189 New
SWM
2093
Stockman Wealth Management
Montana
$217K +$199K +6,152 New
HCM
2094
Hengehold Capital Management
Ohio
$217K +$199K +6,170 New
NCM
2095
Nelson Capital Management
California
$216K -$32.3K -1,000 -14%
CCMD
2096
Cypress Capital Management (Delaware)
Delaware
$216K +$199K +6,144 New
PB
2097
Pinnacle Bancorp
Nebraska
$215K -$4.27K -132 -2%
PIA
2098
Powell Investment Advisors
Florida
$215K +$197K +6,111 New
ICM
2099
Islay Capital Management
Texas
$214K +$196K +6,075 New
CC
2100
Cadinha & Co
Hawaii
$214K +$196K +6,077 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.