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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
GIM
2101
Goelzer Investment Management
Indiana
$213K +$196K +6,055 New
SNBOSCI
2102
Security National Bank of Sioux City Iowa
Iowa
$212K +$195K +6,032 New
PCM
2103
Palisade Capital Management
New Jersey
$211K -$627K -19,400 -76%
NB
2104
Northwest Bancshares
Pennsylvania
$211K +$193K +5,985 New
GA
2105
Geller Advisors
New York
$211K +$194K +5,990 New
FAN
2106
Financial Advisors Network
California
$211K +$194K +5,997 New
CFIA
2107
Cantor Fitzgerald Investment Advisors
New York
$211K +$194K +6,000 New
IRAG
2108
Investment Research & Advisory Group
Georgia
$211K +$194K +6,003 New
WC
2109
Whitnell & Co
Illinois
$210K +$452 +14 +0.2%
SBL
2110
Sargent Bickham Lagudis
Colorado
$210K +$109K +3,373 +130%
PCS
2111
Personal CFO Solutions
New Jersey
$210K +$193K +5,973 New
SRC
2112
Sage Rhino Capital
California
$210K +$195K +6,042 New
KM
2113
Kalos Management
Georgia
$209K +$191K +5,902 New
DA
2114
DSC Advisors
Illinois
$209K +$192K +5,926 New
LC
2115
Landaas & Company
Wisconsin
$209K +$192K +5,926 New
FFG
2116
Ford Financial Group
California
$209K +$192K +5,941 New
CCM
2117
Cohen Capital Management
California
$208K +$191K +5,910 New
MG
2118
Mather Group
Illinois
$208K +$191K +5,916 New
DBRC
2119
D.B. Root & Company
Pennsylvania
$208K +$192K +5,931 New
DP
2120
DDD Partners
Washington
$207K +$190K +5,865 New
BFIM
2121
Beese Fulmer Investment Management
Ohio
$207K +$190K +5,866 New
SWRP
2122
Summit Wealth & Retirement Planning
California
$206K +$189K +5,848 New
W
2123
WealthOne
New York
$205K +$188K +5,817 New
JGIA
2124
Jackson Grant Investment Advisers
Connecticut
$204K +$3.33K +103 +2%
BCM
2125
Bayesian Capital Management
New York
$204K +$187K +5,800 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.