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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
RCG
2201
Ruggie Capital Group
Florida
$78K +$71.2K +2,202 New
PCTC
2202
Perkins Coie Trust Company
Washington
$75K
Pacer Advisors
2203
Pacer Advisors
Pennsylvania
$70K -$29.1M -899,499 -100%
LGWM
2204
Litman Gregory Wealth Management
California
$70K -$724K -22,415 -92%
HWM
2205
Howard Wealth Management
Connecticut
$69K +$63.4K +1,962 New
FEG
2206
Financial Enhancement Group
Indiana
$65K
LPWM
2207
Lake Point Wealth Management
Texas
$64K +$58.3K +1,804 New
WQ
2208
Wealth Quarterback
New Jersey
$62.9K +$70.4K +2,179 New
MWP
2209
Meridian Wealth Partners
Pennsylvania
$61K +$55.8K +1,728 New
NC
2210
NewSquare Capital
Pennsylvania
$58K +$30.7K +950 +136%
SL
2211
Salomon & Ludwin
Virginia
$52K
SWM
2212
Selective Wealth Management
Virginia
$52K
TIM
2213
Tortoise Investment Management
New York
$51K
RBC
2214
Roble Belko & Company
Pennsylvania
$50K +$32 +1 +0.1%
CWA
2215
Capital Wealth Alliance
Arizona
$50K +$49K +1,515 New
LFG
2216
Larson Financial Group
Missouri
$48K +$679 +21 +2%
FWM
2217
Filbrandt Wealth Management
Wisconsin
$48K +$44.1K +1,366 New
MIP
2218
Mondrian Investment Partners
United Kingdom
$47K
EWA
2219
Evolution Wealth Advisors
Florida
$47K +$14.3K +443 +49%
AP
2220
Advisors Preferred
Maryland
$45K +$41.2K +1,275 New
LAS
2221
Lloyd Advisory Services
Georgia
$45K +$41.2K +1,276 New
FCM
2222
Firestone Capital Management
Florida
$45K +$41.5K +1,285 New
WFMPM
2223
Woodley Farra Manion Portfolio Management
Indiana
$43K +$39.3K +1,217 New
CWA
2224
Carolina Wealth Advisors
South Carolina
$43K +$39.7K +1,227 New
LWA
2225
Lowe Wealth Advisors
Maryland
$42K -$2.91K -90 -7%

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.