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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
RG
2151
Retirement Group
California
$165K +$151K +4,677 New
BWA
2152
Burt Wealth Advisors
Maryland
$164K +$13K +401 +9%
MCM
2153
MV Capital Management
Maryland
$160K -$6.11K -189 -4%
LF
2154
Lee Financial
Texas
$158K -$31.8K -985 -18%
FGAM
2155
Financial Gravity Asset Management
Texas
$157K -$14K -432 -8%
VCM
2156
Vigilant Capital Management
Maine
$157K +$89.4K +2,765 +163%
WOC
2157
West Oak Capital
California
$150K -$37.2K -1,150 -21%
HIIFS
2158
Harel Insurance Investments & Financial Services
Israel
$148K -$730K -22,599 -84%
MSFP
2159
Mark Sheptoff Financial Planning
Connecticut
$145K
SIM
2160
Sonora Investment Management
Arizona
$145K +$133K +4,109 New
CHA
2161
Carmichael Hill & Associates
Maryland
$144K +$132K +4,076 New
SIAS
2162
Shine Investment Advisory Services
Colorado
$143K +$17.6K +546 +16%
MS
2163
Mizuho Securities
Japan
$141K -$281K -8,700 -69%
MFP
2164
Michael F. Price
$141K -$97K -3,000 -43%
OAMG
2165
Odey Asset Management Group
United Kingdom
$141K
BEAM
2166
Baker Ellis Asset Management
Washington
$134K -$388K -12,000 -76%
SIS
2167
Sound Income Strategies
Florida
$134K
CI
2168
CX Institutional
Indiana
$134K +$30.6K +946 +33%
JPLA
2169
Joseph P. Lucia & Associates
New York
$131K
RP
2170
Rowlandmiller & Partners
Georgia
$129K -$13.4K -415 -10%
BCM
2171
Blume Capital Management
California
$129K
KFS
2172
Kelly Financial Services
Massachusetts
$128K
DWA
2173
Dougherty Wealth Advisers
Minnesota
$125K
RWG
2174
Regal Wealth Group
California
$120K +$4.75K +147 +5%
HDIM
2175
Hanson & Doremus Investment Management
Vermont
$118K

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.