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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
CWAF
2226
Core Wealth Advisors (Florida)
Florida
$42K +$38.3K +1,184 New
FMTCOCP
2227
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
CP
2228
Corbenic Partners
Pennsylvania
$39K +$35.5K +1,100 New
AWA
2229
Artemis Wealth Advisors
New York
$38.5K +$35.3K +1,093 New
SFG
2230
Sage Financial Group
Pennsylvania
$38K +$34.6K +1,071 New
WCM
2231
Wealthcare Capital Management
Virginia
$35K -$66.7K -2,063 -67%
PCC
2232
Park Circle Company
Maryland
$35K
DOA
2233
D'Orazio & Associates
Virginia
$35K +$1.97K +61 +7%
FRA
2234
Front Row Advisors
California
$35K +$2.39K +74 +8%
VLKIM
2235
Van Lanschot Kempen Investment Management
Netherlands
$34K -$12.2K -378 -28%
RCWMU
2236
Rothschild & Co Wealth Management (UK)
United Kingdom
$34K
SAM
2237
Security Asset Management
New York
$33K
CFN
2238
Cordasco Financial Network
Florida
$32K
IWA
2239
Intercontinental Wealth Advisors
Texas
$29K -$42.1K -1,302 -61%
IF
2240
Ironwood Financial
Arizona
$28K
TWP
2241
TFO Wealth Partners
Ohio
$26K +$24.2K +750 New
MFT
2242
Moisand Fitzgerald Tamayo
Florida
$25K +$32 +1 +0.1%
BCM
2243
Brooktree Capital Management
Michigan
$24K +$21.8K +673 New
HWM
2244
HighMark Wealth Management
Minnesota
$24K +$22.2K +688 New
CAM
2245
Columbia Asset Management
Michigan
$23.8K +$154K +4,778 +8%
SSWG
2246
Seven Springs Wealth Group
Tennessee
$23K +$21.2K +655 New
CWM
2247
Cedar Wealth Management
California
$22K
CFFP
2248
Center for Financial Planning
Michigan
$22K +$19.7K +611 New
LFA
2249
Lighthouse Financial Advisors
Maryland
$22K +$20.3K +627 New
TFA
2250
Tobias Financial Advisors
Florida
$22K +$21K +650 New

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.