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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
PA
2201
PSI Advisors
Florida
-$648K -18,416 Closed
TCM
2202
Tuttle Capital Management
Connecticut
-$630K -17,878 Closed
EWM
2203
Executive Wealth Management
Michigan
-$628K -17,850 Closed
CCA
2204
Clearwater Capital Advisors
Illinois
-$612K -17,380 Closed
GAM
2205
Grandview Asset Management
Pennsylvania
-$616K -17,295 Closed
BSPF
2206
British Steel Pension Fund
United Kingdom
-$607K -17,232 Closed
AIA
2207
Angeles Investment Advisors
California
-$572K -16,230 Closed
SAM
2208
Symphony Asset Management
California
-$560K -15,907 Closed
CFMC
2209
Curbstone Financial Management Corp
New Hampshire
-$548K -15,546 Closed
SXL
2210
Summit X LLC
Missouri
-$544K -15,507 Closed
SM
2211
Southport Management
Wyoming
-$528K -15,000 Closed
GSBTD
2212
Glenview State Bank Trust Department
Illinois
-$515K -14,645 Closed
MFG
2213
MidWestOne Financial Group
Iowa
-$507K -14,441 Closed
VFM
2214
Vivid Financial Management
California
-$491K -14,193 Closed
FBFS
2215
First Business Financial Services
Wisconsin
-$490K -13,915 Closed
LCM
2216
Landscape Capital Management
New Jersey
-$466K -13,244 Closed
DWM
2217
Dakota Wealth Management
Florida
-$457K -12,986 Closed
RPWA
2218
Regent Peak Wealth Advisors
Georgia
-$452K -12,849 Closed
PIA
2219
Pinion Investment Advisors
Kansas
-$452K -12,826 Closed
SW
2220
SteelPeak Wealth
California
-$451K -12,799 Closed
BFPW
2221
BOK Financial Private Wealth
Colorado
-$442K -12,542 Closed
HT
2222
HighTower Trust
Texas
-$428K -12,138 Closed
AA
2223
Advisory Alpha
Michigan
-$422K -12,023 Closed
NC
2224
Noked Capital
Israel
-$405K -11,500 Closed
NI
2225
Noked Israel
Israel
-$405K -11,500 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.