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Bank of America

2,084 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 797 increasing their positions, 921 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% less funds holding

Funds holding: 2,0872,084 (-3)

0.27% less ownership

Funds ownership: 68.37%68.1% (-0.27%)

2% less capital invested

Capital invested by funds: $188B → $185B (-$3.52B)

12% less funds holding in top 10

Funds holding in top 10: 188166 (-22)

13% less repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 921

23% less call options, than puts

Call options by funds: $4.01B | Put options by funds: $5.18B

Holders
2,084
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
45.69%
Holding in Top 10
166
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.7%
% of All Funds
3.64%
New
113
Increased
797
Reduced
921
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
LCC
2151
Lincoln Capital Corp
Rhode Island
-$226K -7,804 Closed
KM
2152
Kalos Management
Georgia
-$217K -7,495 Closed
DCM
2153
Dynamic Capital Management
Jersey
-$215K -7,418 Closed
CAM
2154
Concorde Asset Management
Michigan
-$214K -7,384 Closed
SWRP
2155
Summit Wealth & Retirement Planning
California
-$210K -7,236 Closed
MWA
2156
Meridian Wealth Advisors
Texas
-$218K -7,134 Closed
JCM
2157
Jag Capital Management
Missouri
-$202K -6,968 Closed
HCM
2158
HMS Capital Management
Tennessee
-$180K -6,223 Closed
PFC
2159
Phocas Financial Corp
California
-$178K -6,140 Closed
CWA
2160
Clarus Wealth Advisors
Arizona
-$176K -6,072 Closed
BBA
2161
Braun-Bostich & Associates
Pennsylvania
-$167K -5,761 Closed
ACS
2162
Archford Capital Strategies
Illinois
-$160K -5,510 Closed
TRAM
2163
Tuscan Ridge Asset Management
Illinois
-$151K -5,250 Closed
SIM
2164
Sonora Investment Management
Arizona
-$132K -4,556 Closed
RWA
2165
Redhawk Wealth Advisors
Minnesota
-$122K -4,200 Closed
QFA
2166
Quattro Financial Advisors
Texas
-$121K -4,100 Closed
IWA
2167
IBEX Wealth Advisors
New Jersey
-$116K -4,025 Closed
MWM
2168
Mascoma Wealth Management
New Hampshire
-$115K -3,979 Closed
MWC
2169
MKD Wealth Coaches
Michigan
-$65K -3,484 Closed
RCG
2170
Ruggie Capital Group
Florida
-$63K -2,167 Closed
CFA
2171
Camarda Financial Advisors
Florida
-$57K -1,972 Closed
W
2172
WealthStone
Ohio
-$49.4K -1,702 Closed
NCM
2173
Next Capital Management
New York
-$49K -1,680 Closed
PCMK
2174
Paragon Capital Management (Kansas)
Kansas
-$31K -1,075 Closed
SFG
2175
Sage Financial Group
Pennsylvania
-$31K -1,058 Closed

BAC Hedge Fund Activity: Q3 2019 in Review

2,084 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2019, worth a combined $185B — down 1.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 101 closed out — a net gain of 12 holders — while 797 added to existing stakes and 921 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $516M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.

  • 2,084 institutional investors held Bank of America (BAC) as of Q3 2019, down from 2,087 in Q2 2019.
  • Funds reported $185B of Bank of America stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2019 and 101 closed out, a net change of +12 holders.
  • The largest Bank of America buyer in Q3 2019 was Parnassus Investments, an estimated $516M added.
  • The largest Bank of America seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2019.