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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
FCMT
2176
Founders Capital Management (Texas)
Texas
$116K -$9.7K -300 -8%
KC
2177
Knuff & Co
California
$116K +$32.3K +1,000 +43%
SFG
2178
Sowa Financial Group
Rhode Island
$116K +$106K +3,289 New
FFC
2179
First Financial Corp
Indiana
$115K
EI
2180
Ellevest Inc
New York
$113K +$97.6K +3,021 +1,607%
MWC
2181
MBM Wealth Consultants
Missouri
$111K +$24.2K +750 +31%
MCM
2182
McMillion Capital Management
North Carolina
$107K -$1.23K -38 -1%
LWM
2183
Lenox Wealth Management
Ohio
$106K +$1.68K +52 +2%
CB
2184
CNB Bank
Pennsylvania
$106K +$82.8K +2,561 +582%
EWP
2185
Engrave Wealth Partners
Texas
$103K +$95.1K +2,944 New
BAMG
2186
Brand Asset Management Group
Missouri
$100K +$323 +10 +0.4%
FMP
2187
Financial Management Professionals
Texas
$99K -$9.89K -306 -10%
CH
2188
Canton Hathaway
Rhode Island
$99K
HFM
2189
Harvest Fund Management
China
$95K +$72.1K +2,231 +440%
BHWM
2190
Bay Harbor Wealth Management
Maryland
$93K -$3.68K -114 -4%
PWP
2191
Personal Wealth Partners
Minnesota
$91K
JAM
2192
JCIC Asset Management
Ontario, Canada
$89K +$711 +22 +0.9%
FP
2193
Financial Perspectives
Minnesota
$88.8K +$81.5K +2,522 New
FPS
2194
Fieldpoint Private Securities
Connecticut
$87K -$7.17K -222 -8%
SA
2195
SRH Advisors
Kansas
$87K
TT
2196
TI-Trust
Illinois
$87K +$80K +2,475 New
RFWA
2197
RPg Family Wealth Advisory
Massachusetts
$84K -$124K -3,833 -62%
BAM
2198
Barrett Asset Management
New York
$81K
TF
2199
Tompkins Financial
New York
$80K +$73.1K +2,263 New
PO
2200
Private Ocean
California
$78K -$8.66K -268 -11%

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.