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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
MPCG
2226
Matrix Private Capital Group
New York
-$403K -11,441 Closed
FI
2227
FormulaFolio Investments
Michigan
-$401K -11,372 Closed
WAM
2228
Weatherly Asset Management
California
-$383K -10,882 Closed
MCWS
2229
McKinley Carter Wealth Services
West Virginia
-$381K -10,817 Closed
CSM
2230
CAMG Solamere Management
North Carolina
-$379K -10,768 Closed
CAM
2231
Cozad Asset Management
Illinois
-$379K -10,757 Closed
CA
2232
Continuum Advisory
Idaho
-$371K -10,544 Closed
PCMC
2233
Paragon Capital Management (Colorado)
Colorado
-$365K -10,351 Closed
B
2234
Brightworth
Georgia
-$362K -10,274 Closed
BA
2235
Bristlecone Advisors
Washington
-$361K -10,251 Closed
CPC
2236
Consolidated Planning Corp
Georgia
-$359K -10,193 Closed
BHWM
2237
Bar Harbor Wealth Management
New Hampshire
-$359K -10,187 Closed
TAM
2238
Tradition Asset Management
Virginia
-$356K -10,136 Closed
GC
2239
Grace Capital
Massachusetts
-$349K -9,910 Closed
PEA
2240
Pacific Edge Advisors
California
-$347K -9,840 Closed
LCM
2241
Logan Capital Management
Pennsylvania
-$345K -9,798 Closed
ICA
2242
Infrastructure Capital Advisors
New York
-$342K -9,700 Closed
VCM
2243
Vivaldi Capital Management
Illinois
-$338K -9,606 Closed
FVWA
2244
Foster Victor Wealth Advisors
South Carolina
-$335K -9,586 Closed
RCA
2245
Resonant Capital Advisors
Wisconsin
-$333K -9,441 Closed
VFP
2246
Verus Financial Partners
Virginia
-$331K -9,406 Closed
BWM
2247
Brickley Wealth Management
California
-$331K -9,385 Closed
CHA
2248
Cooper/Haims Advisors
New York
-$328K -9,309 Closed
LWM
2249
Lionsbridge Wealth Management
Florida
-$324K -9,292 Closed
RWM
2250
RBA Wealth Management
California
-$326K -9,281 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.