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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
BCM
2251
Boltwood Capital Management
California
-$326K -9,252 Closed
BIM
2252
Bridgecreek Investment Management
Oklahoma
-$326K -9,250 Closed
GKWIM
2253
Gerber Kawasaki Wealth & Investment Management
California
-$324K -9,242 Closed
VAG
2254
VisionPoint Advisory Group
Texas
-$324K -9,204 Closed
AWMG
2255
Alliance Wealth Management Group
New Jersey
-$324K -9,200 Closed
PHAM
2256
Palisades Hudson Asset Management
Florida
-$323K -9,183 Closed
KFP
2257
KMG Fiduciary Partners
Ohio
-$323K -9,181 Closed
WP
2258
WealthShield Partners
North Carolina
-$321K -9,127 Closed
RGC
2259
Roberts, Glore & Co
Illinois
-$321K -9,122 Closed
QCM
2260
Quest Capital Management
Texas
-$320K -9,073 Closed
DC
2261
DeDora Capital
California
-$317K -9,002 Closed
MFG
2262
Menard Financial Group
Texas
-$316K -8,961 Closed
HR
2263
Hardy Reed
Mississippi
-$314K -8,923 Closed
HFA
2264
Huber Financial Advisors
Illinois
-$314K -8,922 Closed
SWM
2265
SVA Wealth Management
Wisconsin
-$313K -8,896 Closed
ACM
2266
Aljian Capital Management
Nevada
-$311K -8,840 Closed
DS
2267
DRW Securities
Illinois
-$311K -8,830 Closed
HA
2268
HC Advisors
Georgia
-$310K -8,800 Closed
CVM
2269
Cheviot Value Management
California
-$309K -8,764 Closed
VCM
2270
Virtue Capital Management
Tennessee
-$308K -8,749 Closed
CWA
2271
Clarity Wealth Advisors
California
-$303K -8,630 Closed
HI
2272
Harrington Investments
California
-$303K -8,600 Closed
ACM
2273
Allred Capital Management
Texas
-$302K -8,576 Closed
ACM
2274
AlphaStar Capital Management
North Carolina
-$302K -8,567 Closed
BWM
2275
BT Wealth Management
Georgia
-$300K -8,521 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.