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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
IFAM
2251
Institutional & Family Asset Management
Colorado
$21K -$1.91K -59 -9%
NCM
2252
New Capital Management
Texas
$21K
CWM
2253
Cranbrook Wealth Management
Michigan
$20K
RA
2254
Rational Advisors
New York
$19K -$1.12M -34,645 -98%
JWM
2255
Janiczek Wealth Management
Colorado
$19K
AA
2256
AlphaMark Advisors
Kentucky
$19K +$65 +2 +0.4%
NIM
2257
NuWave Investment Management
New Jersey
$19K +$6.27K +194 +55%
LWA
2258
Lenox Wealth Advisors
New York
$19K +$8.08K +250 +83%
SFPG
2259
Stonebridge Financial Planning Group
Florida
$17K +$15.7K +485 New
CAM
2260
ClariVest Asset Management
California
$16K -$880K -27,229 -98%
SFM
2261
Systematic Financial Management
New Jersey
$15K -$124K -3,825 -90%
BBA
2262
Braun-Bostich & Associates
Pennsylvania
$15K +$13.3K +412 New
AWM
2263
Atticus Wealth Management
Florida
$15K +$13.8K +426 New
ACM
2264
Anfield Capital Management
California
$14K +$13.3K +412 New
CTB
2265
Country Trust Bank
Illinois
$12K
SFA
2266
Semmax Financial Advisors
North Carolina
$12K
CYG
2267
Clean Yield Group
Vermont
$11K
CA
2268
Crewe Advisors
Utah
$11K
PAI
2269
Pittenger & Anderson Inc
Nebraska
$11K
WLPWM
2270
Walled Lake Planning & Wealth Management
Illinois
$11K +$9.7K +300 New
WIC
2271
WealthBridge Investment Counsel
Alberta, Canada
$11K +$10.5K +325 New
AIS
2272
Accurate Investment Solutions
Pennsylvania
$9K +$8.27K +256 New
GC
2273
Globeflex Capital
California
$8K
HCA
2274
Horan Capital Advisors
Ohio
$8K
FCH
2275
Freestone Capital Holdings
Washington
$7.55K +$4.51M +139,560 +186%

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.