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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
LF
2276
LifeSteps Financial
California
-$299K -8,494 Closed
OAM
2277
Oak Asset Management
California
-$297K -8,422 Closed
I
2278
INVST
Indiana
-$296K -8,411 Closed
HAIM
2279
Hunter Associates Investment Management
Pennsylvania
-$295K -8,388 Closed
CG
2280
Corundum Group
Colorado
-$293K -8,331 Closed
SFG
2281
Summit Financial Group
West Virginia
-$292K -8,294 Closed
IAP
2282
Indie Asset Partners
Indiana
-$291K -8,264 Closed
SWA
2283
SFMG Wealth Advisors
Texas
-$288K -8,186 Closed
ACP
2284
Aveo Capital Partners
Colorado
-$288K -8,177 Closed
GPA
2285
Guidance Point Advisors
Massachusetts
-$287K -8,165 Closed
AMM
2286
American Money Management
California
-$286K -8,129 Closed
SC
2287
Saturna Capital
Washington
-$286K -8,113 Closed
FI
2288
Fosun International
China
-$286K -8,100 Closed
KLI
2289
Kelman-Lazarov Inc
Tennessee
-$285K -8,082 Closed
WAM
2290
Winslow Asset Management
Ohio
-$282K -8,020 Closed
G
2291
GenTrust
Florida
-$282K -8,004 Closed
PMG
2292
Private Management Group
California
-$281K -7,978 Closed
P
2293
&Partners
Tennessee
-$281K -7,966 Closed
ML
2294
McAdam LLC
Pennsylvania
-$280K -7,960 Closed
OWA
2295
Outlook Wealth Advisors
Texas
-$280K -7,947 Closed
MFW
2296
Mosaic Family Wealth
Missouri
-$279K -7,926 Closed
CCM
2297
Chickasaw Capital Management
Tennessee
-$279K -7,922 Closed
UBV
2298
United Bank (Virginia)
Virginia
-$278K -7,891 Closed
BCM
2299
Becker Capital Management
Oregon
-$276K -7,847 Closed
TNA
2300
True North Advisors
Texas
-$275K -7,810 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.