We are live on ! Find out more
BAC icon

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
LD
2076
Lipe & Dalton
New York
$2K
BBP
2077
Banco BTG Pactual
Brazil
$2K +$2.19K +73 New
MIM
2078
Macroview Investment Management
Maryland
$2K +$3K +100 New
BCMIO
2079
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$3.15K +105 New
OAM
2080
Optimal Asset Management
California
$1.77K +$561K +18,709 +29%
NL
2081
NWAM LLC
Washington
$1.14K +$22.3K +744 +1%
GGHC
2082
Gilder Gagnon Howe & Co
New York
$1K -$450 -15 -30%
CIAS
2083
CBIZ Investment Advisory Services
Ohio
$1K
NR
2084
Newfound Research
Massachusetts
$1K
WA
2085
WBH Advisory
Maryland
$974 -$54.2K -1,807 -4%
HF
2086
Halpern Financial
Virginia
$488
CCT
2087
Capital City Trust
Florida
$217 +$306K +10,222 New
GQG Partners
2088
GQG Partners
Florida
-$509M -14,450,855 Closed
TP
2089
Theleme Partners
United Kingdom
-$418M -11,881,954 Closed
IG
2090
ING Group
Netherlands
-$325M -9,225,051 Closed
SC
2091
Sculptor Capital
New York
-$279M -7,913,725 Closed
IVA
2092
International Value Advisers
-$181M -5,131,142 Closed
Balyasny Asset Management
2093
Balyasny Asset Management
Illinois
-$119M -3,375,707 Closed
MP
2094
Manikay Partners
New York
-$106M -3,000,000 Closed
ZIG
2095
Zurich Insurance Group
Switzerland
-$90.6M -2,571,132 Closed
CHP
2096
Castle Hook Partners
New York
-$73.7M -2,092,887 Closed
PP
2097
Paloma Partners
Connecticut
-$70.7M -2,005,966 Closed
PC
2098
Packer & Co
Australia
-$68M -1,929,400 Closed
BA
2099
Bridgewater Associates
Connecticut
-$66.1M -1,877,448 Closed
CCM
2100
Crabel Capital Management
California
-$60.3M -1,713,128 Closed

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.