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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
CM
2126
Castleark Management
Illinois
-$9.47M -268,900 Closed
TWMP
2127
Taylor Wealth Management Partners
Massachusetts
-$8.95M -254,215 Closed
BCM
2128
BlueCrest Capital Management
Jersey
-$8.84M -250,896 Closed
PAM
2129
Premier Asset Management
Illinois
-$8.59M -243,770 Closed
TAM
2130
Taurus Asset Management
New York
-$8.39M -238,313 Closed
CGM
2131
Capital Growth Management
Massachusetts
-$8.1M -230,000 Closed
SMH
2132
Sanders Morris Harris
Texas
-$8.09M -229,823 Closed
CRCM
2133
Crystal Rock Capital Management
Illinois
-$7.13M -202,400 Closed
MA
2134
Menlo Advisors
California
-$6.92M -196,455 Closed
AC
2135
AltraVue Capital
Washington
-$6.83M -193,820 Closed
SCP
2136
Sandhill Capital Partners
New York
-$6.78M -192,602 Closed
NI
2137
Nepsis Inc
Minnesota
-$5.97M -172,492 Closed
TCM
2138
TAM Capital Management
Connecticut
-$5.98M -169,613 Closed
LP
2139
LMR Partners
United Kingdom
-$5.5K -156,194 Closed
SSA
2140
Schonfeld Strategic Advisors
New York
-$5.39M -153,011 Closed
IA
2141
IndexIQ Advisors
New York
-$5.33M -151,479 Closed
HI
2142
HBK Investments
Texas
-$4.45M -126,324 Closed
MCM
2143
Moore Capital Management
New York
-$4.23M -120,000 Closed
JWM
2144
Jupiter Wealth Management
Colorado
-$4.08M -115,476 Closed
HCM
2145
Harvey Capital Management
Florida
-$4M -113,650 Closed
GCIA
2146
Gabelli & Co Investment Advisers
New York
-$3.9M -110,729 Closed
NP
2147
Ninepoint Partners
Ontario, Canada
-$3.85M -109,347 Closed
DA
2148
Duality Advisers
Florida
-$3.83M -108,895 Closed
HBWM
2149
Hollow Brook Wealth Management
New York
-$3.51M -99,619 Closed
OCM
2150
Orleans Capital Management
Louisiana
-$3.25M -92,404 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.