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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
AA
2151
Altman Advisors
Illinois
-$3.1M -88,057 Closed
EAM
2152
Erste Asset Management
Austria
-$2.35M -78,500 Closed
AR
2153
Advisory Research
Illinois
-$2.7M -76,687 Closed
BAM
2154
Blueshift Asset Management
New Jersey
-$2.47M -70,087 Closed
NAM
2155
Nexpoint Asset Management
Texas
-$2.46M -70,000 Closed
SRAM
2156
Spouting Rock Asset Management
Pennsylvania
-$2.42M -68,800 Closed
CWM
2157
CMH Wealth Management
New Hampshire
-$2.4M -68,046 Closed
HC
2158
Hourglass Capital
Texas
-$2.39M -67,900 Closed
ADBIC
2159
A.D. Beadell Investment Counsel
Wisconsin
-$2.11M -59,841 Closed
LOAMU
2160
Lombard Odier Asset Management (USA)
New York
-$2.04M -57,867 Closed
HCM
2161
HMS Capital Management
Tennessee
-$2.03M -57,719 Closed
HZ
2162
Hixon Zuercher
Ohio
-$1.92M -54,642 Closed
JWCA
2163
J.W. Cole Advisors
Florida
-$1.8M -51,053 Closed
CMANY
2164
Capital Management Associates (New York)
New York
-$1.8M -51,000 Closed
CCI
2165
Credit Capital Investments
New Jersey
-$1.76M -50,000 Closed
SI
2166
SCP Investment
California
-$1.76M -50,000 Closed
RIA
2167
Regal Investment Advisors
Michigan
-$1.67M -47,441 Closed
SCC
2168
Steel Canyon Capital
Arizona
-$1.58M -45,000 Closed
HJMC
2169
Hellman Jordan Management Company
Massachusetts
-$1.56M -44,378 Closed
MCM
2170
Maltese Capital Management
New York
-$1.53M -43,500 Closed
WCM
2171
Weld Capital Management
New York
-$1.43M -40,547 Closed
QWM
2172
QP Wealth Management
New Jersey
-$1.34M -40,053 Closed
TPA
2173
Trivium Point Advisory
Connecticut
-$1.32M -37,495 Closed
HA
2174
Hamel Associates
New Jersey
-$1.31M -37,248 Closed
Assenagon Asset Management
2175
Assenagon Asset Management
Luxembourg
-$1.11M -37,110 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.