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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
IUHSA
2351
Itau Unibanco Holding S.A.
Brazil
-$1.2M -41,551 Closed
TSS
2352
Two Sigma Securities
New York
-$1.33M -41,296 Closed
MSU
2353
Mizuho Securities USA
New York
-$1.11M -37,900 Closed
OU
2354
Optiver US
Illinois
-$1.06M -32,914 Closed
GSWM
2355
Golden State Wealth Management
California
-$915K -31,368 Closed
NEPWA
2356
New England Private Wealth Advisors
Massachusetts
-$873K -29,944 Closed
WSC
2357
Wellington Shields & Co
New York
-$656K -22,500 Closed
HT
2358
HAP Trading
New York
-$679K -20,998 Closed
QIM
2359
Quantitative Investment Management
Virginia
-$605K -20,757 Closed
ACH
2360
ArrowMark Colorado Holdings
Colorado
-$586K -20,100 Closed
EMG
2361
ETF Managers Group
New Jersey
-$476K -16,220 Closed
MWM
2362
Merriman Wealth Management
Washington
-$438K -15,012 Closed
LP
2363
LGL Partners
Pennsylvania
-$422K -14,472 Closed
Verition Fund Management
2364
Verition Fund Management
Connecticut
-$392K -13,426 Closed
AF
2365
Aldebaran Financial
-$371K -13,000 Closed
PAM
2366
PVG Asset Management
Colorado
-$375K -12,850 Closed
TAM
2367
Timucuan Asset Management
Florida
-$321K -11,015 Closed
EC
2368
EJF Capital
Virginia
-$292K -10,000 Closed
FIM
2369
Fernwood Investment Management
Massachusetts
-$270K -9,253 Closed
CCM
2370
Coe Capital Management
Illinois
-$259K -8,873 Closed
PIC
2371
Portland Investment Counsel
Ontario, Canada
-$248K -8,500 Closed
CC
2372
Centiva Capital
New York
-$246K -8,444 Closed
GM
2373
GeoWealth Management
Illinois
-$238K -8,175 Closed
TPW
2374
Tiller Private Wealth
Pennsylvania
-$231K -7,915 Closed
VA
2375
Valmark Advisers
Ohio
-$230K -7,874 Closed

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.