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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
VST
2126
Van Strum & Towne
California
$204K +$187K +5,800 New
HFS
2127
HBC Financial Services
Washington
$204K +$191K +5,899 New
FIA
2128
Foundations Investment Advisors
Arizona
$203K -$107K -3,310 -36%
AAP
2129
Arax Advisory Partners
Colorado
$203K +$452 +14 +0.2%
IC
2130
Inverness Counsel
New York
$203K +$187K +5,776 New
W
2131
Wealthquest
Ohio
$202K +$186K +5,741 New
JWM
2132
JGP Wealth Management
Oregon
$202K +$188K +5,806 New
BFC
2133
Bedel Financial Consulting
Indiana
$201K -$7.56K -234 -4%
TVAMP
2134
Tennessee Valley Asset Management Partners
Tennessee
$201K +$184K +5,703 New
CAM
2135
Concorde Asset Management
Michigan
$200K +$184K +5,679 New
TYCC
2136
Texas Yale Capital Corp
Florida
$200K +$184K +5,681 New
RHP
2137
Royal Harbor Partners
Texas
$200K +$184K +5,691 New
TPW
2138
TL Private Wealth
Texas
$200K +$187K +5,776 New
WCG
2139
Weaver Consulting Group
California
$194K +$19.6K +606 +10%
CIS
2140
Capital International Sarl
California
$194K +$178K +5,515 New
PW
2141
Price Wealth
Texas
$190K +$58.2K +1,800 +50%
FWC
2142
First Washington Corp
Washington
$190K +$175K +5,403 New
EWM
2143
EPG Wealth Management
Georgia
$184K +$169K +5,234 New
M
2144
MOTCO
Texas
$183K -$52.3K -1,618 -24%
RFM
2145
Royal Fund Management
Florida
$183K -$2.84K -88 -2%
VCM
2146
Versant Capital Management
Arizona
$181K -$15.5K -479 -9%
WA
2147
Winfield Associates
Ohio
$176K -$16.2K -500 -9%
NG
2148
NWK Group
California
$175K +$161K +4,974 New
BDWM
2149
Brewin Dolphin Wealth Management
Ireland
$174K -$21.2K -655 -12%
SFSIG
2150
San Francisco Sentry Investment Group
California
$167K +$2.42K +75 +2%

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.