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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
CJA
2301
C-J Advisory
California
-$273K -7,775 Closed
MFGP
2302
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$273K -7,744 Closed
ATFA
2303
All Terrain Financial Advisors
Minnesota
-$273K -7,743 Closed
BSA
2304
Bull Street Advisors
Georgia
-$272K -7,737 Closed
MA
2305
MONECO Advisors
Connecticut
-$268K -7,717 Closed
GC
2306
Gilbert & Cook
Iowa
-$271K -7,687 Closed
NCM
2307
Noesis Capital Mangement
Florida
-$270K -7,661 Closed
F
2308
F3Logic
Minnesota
-$270K -7,645 Closed
MWM
2309
Minot Wealth Management
Massachusetts
-$262K -7,630 Closed
NPF
2310
Norris Perne & French
Michigan
-$268K -7,623 Closed
SCA
2311
STALEY CAPITAL ADVISERS
Pennsylvania
-$267K -7,591 Closed
PI
2312
Pettee Investors
Connecticut
-$267K -7,571 Closed
IFS
2313
Ifrah Financial Services
Arkansas
-$267K -7,567 Closed
BWP
2314
Bernardo Wealth Planning
Pennsylvania
-$264K -7,507 Closed
MWM
2315
Maltin Wealth Management
New Jersey
-$264K -7,507 Closed
KA
2316
Klingman & Associates
New York
-$264K -7,499 Closed
CRWM
2317
Castle Rock Wealth Management
California
-$259K -7,462 Closed
WA
2318
Wealthstar Advisors
Texas
-$263K -7,457 Closed
CRCM
2319
Corbett Road Capital Management
Virginia
-$263K -7,454 Closed
BST
2320
Bath Savings Trust
Maine
-$262K -7,432 Closed
BG
2321
Berry Group
Massachusetts
-$261K -7,417 Closed
CAM
2322
Cypress Asset Management
Texas
-$261K -7,405 Closed
TLP
2323
Trinity Legacy Partners
Texas
-$256K -7,315 Closed
FM
2324
Foster & Motley
Ohio
-$257K -7,299 Closed
JHCP
2325
Jackson Hole Capital Partners
Oklahoma
-$256K -7,265 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.