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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
BWM
2326
BCS Wealth Management
Tennessee
-$255K -7,243 Closed
CG
2327
CFO4Life Group
Texas
-$254K -7,224 Closed
C
2328
Certuity
Florida
-$254K -7,213 Closed
CST
2329
Charles Schwab Trust
Nevada
-$253K -7,190 Closed
SCG
2330
Sonata Capital Group
Washington
-$253K -7,174 Closed
MWPCG
2331
Measured Wealth Private Client Group
New Hampshire
-$253K -7,170 Closed
MSR
2332
Main Street Research
Connecticut
-$251K -7,127 Closed
PAM
2333
Peak Asset Management
Colorado
-$251K -7,115 Closed
GAM
2334
Gould Asset Management
California
-$251K -7,114 Closed
FP
2335
Fiduciary Planning
Florida
-$236K -7,095 Closed
SFA
2336
Stewardship Financial Advisors
Georgia
-$249K -7,067 Closed
TA
2337
TFG Advisers
Michigan
-$248K -7,066 Closed
TA
2338
TCG Advisors
Texas
-$247K -7,021 Closed
AA
2339
AF Advisors
California
-$247K -7,000 Closed
GD
2340
Grandfield & Dodd
New York
-$246K -6,982 Closed
MAG
2341
Mayfair Advisory Group
Alabama
-$245K -6,963 Closed
AC
2342
Avestar Capital
New York
-$244K -6,944 Closed
BI
2343
Ballast Inc
Kentucky
-$243K -6,926 Closed
WCWM
2344
Willow Creek Wealth Management
California
-$241K -6,854 Closed
3F
2345
360 Financial
Minnesota
-$238K -6,853 Closed
RTS
2346
Round Table Services
New Jersey
-$240K -6,820 Closed
MCM
2347
McRae Capital Management
New Jersey
-$240K -6,817 Closed
LCC
2348
Lincoln Capital Corp
Rhode Island
-$240K -6,808 Closed
DC
2349
Derby & Company
Massachusetts
-$240K -6,806 Closed
SP
2350
Successful Portfolios
Florida
-$238K -6,771 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.