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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
DLG
2176
Daniel L. Goodwin
-$1.28M -36,300 Closed
Twin Tree Management
2177
Twin Tree Management
Texas
-$1.09M -36,285 Closed
BI
2178
Bramshill Investments
Florida
-$1.27M -36,139 Closed
BBWA
2179
Bell & Brown Wealth Advisors
California
-$1.24M -35,872 Closed
SPFA
2180
Summit Place Financial Advisors
New Jersey
-$1.16M -32,900 Closed
GWM
2181
GSB Wealth Management
Connecticut
-$1.14M -32,225 Closed
BRG
2182
Bay Rivers Group
Virginia
-$1.02M -29,100 Closed
STA
2183
Summit Trail Advisors
New York
-$992K -28,166 Closed
CCB
2184
Cutter & Co Brokerage
Missouri
-$960K -27,245 Closed
MA
2185
Modus Advisors
Minnesota
-$941K -26,723 Closed
IMRF
2186
Illinois Municipal Retirement Fund
Illinois
-$939K -26,672 Closed
MWP
2187
MYCIO Wealth Partners
Pennsylvania
-$920K -26,114 Closed
MC
2188
Miles Capital
Iowa
-$904K -25,671 Closed
PWSG
2189
Pacific Wealth Strategies Group
California
-$863K -24,491 Closed
GLI
2190
Guardian Life Insurance
New York
-$840K -23,844 Closed
MC
2191
Machina Capital
France
-$749K -21,266 Closed
HFS
2192
Haverford Financial Services
Pennsylvania
-$736K -20,900 Closed
HCM
2193
Hilton Capital Management
New York
-$713K -20,230 Closed
CCM
2194
Consolidated Capital Management
California
-$711K -20,176 Closed
PIC
2195
PCJ Investment Counsel
Ontario, Canada
-$704K -20,000 Closed
JIP
2196
JBJ Investment Partners
South Carolina
-$691K -19,615 Closed
NIM
2197
Nexus Investment Management
Ontario, Canada
-$683K -19,400 Closed
AFM
2198
Anson Funds Management
Texas
-$564K -18,800 Closed
SCI
2199
Stableford Capital II
Arizona
-$659K -18,718 Closed
SAA
2200
Southeast Asset Advisors
Georgia
-$650K -18,457 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.