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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
CMBA
2276
C.M. Bidwell & Associates
Hawaii
$7K
FCAS
2277
First Command Advisory Services
Texas
$7K
WAS
2278
Winch Advisory Services
Wisconsin
$7K +$32 +1 +0.5%
ETC
2279
Exchange Traded Concepts
Oklahoma
$7K +$6.11K +189 New
WA
2280
WestEnd Advisors
North Carolina
$6.44K -$1.65K -51 -22%
CA
2281
Centerpoint Advisors
Massachusetts
$6K
SC
2282
Steph & Co
Wisconsin
$6K +$5.46K +169 New
LP
2283
LMR Partners
United Kingdom
$5.5K +$5.05M +156,194 New
IWP
2284
IAG Wealth Partners
Wisconsin
$5K +$3.88K +120 New
CMA
2285
Cedar Mountain Advisors
Oregon
$5K +$4.43K +137 New
1NWS
2286
1 North Wealth Services
Maryland
$4K
LFG
2287
LifePlan Financial Group
Ohio
$4K
SCA
2288
Stuart Chaussee & Associates
California
$4K
LD
2289
Lipe & Dalton
New York
$4K +$3.56K +110 New
PGAM
2290
Princeton Global Asset Management
New Jersey
$3.25K +$402K +12,451 +16%
Marshall Wace
2291
Marshall Wace
United Kingdom
$3K +$2.55K +79 New
AC
2292
Asio Capital
Kentucky
$2.83K +$2.59M +80,285 New
WCA
2293
Windsor Creek Advisors
Vermont
$2.2K -$153K -4,734 -7%
NDSI
2294
Newman Dignan & Sheerar Inc
Rhode Island
$2.07K -$39.7K -1,227 -2%
NR
2295
Newfound Research
Massachusetts
$2K -$1.07K -33 -38%
CIAS
2296
CBIZ Investment Advisory Services
Ohio
$2K
GGHC
2297
Gilder Gagnon Howe & Co
New York
$2K
DI
2298
Disciplined Investments
Oklahoma
$2K +$2.23K +69 New
SHWM
2299
Silicon Hills Wealth Management
Texas
$1.06K +$226 +7 New
OAJ
2300
Ogorek Anthony Joseph
New York
$1K

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.