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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
FM
2351
Family Management
New York
-$238K -6,759 Closed
WTFG
2352
Wells Trecaso Financial Group
Ohio
-$236K -6,706 Closed
SEIA
2353
Signature Estate & Investment Advisors
California
-$236K -6,698 Closed
AP
2354
Adero Partners
California
-$235K -6,670 Closed
SHWM
2355
Smith & Howard Wealth Management
Georgia
-$235K -6,669 Closed
NSAM
2356
North Star Asset Management
Wisconsin
-$235K -6,665 Closed
CPIG
2357
Chicago Partners Investment Group
Illinois
-$230K -6,622 Closed
UC
2358
Unio Capital
New Jersey
-$232K -6,600 Closed
SDAM
2359
Shulman DeMeo Asset Management
New York
-$232K -6,590 Closed
FA
2360
Faithward Advisors
Pennsylvania
-$229K -6,513 Closed
BMO
2361
Beck Mack & Oliver
New York
-$229K -6,500 Closed
TA
2362
Trellis Advisors
Washington
-$229K -6,489 Closed
RGIA
2363
Rainier Group Investment Advisory
Washington
-$228K -6,475 Closed
MCIA
2364
Mountain Capital Investment Advisors
Colorado
-$224K -6,414 Closed
EA
2365
Elm Advisors
California
-$225K -6,375 Closed
MIS
2366
Morningstar Investment Services
Illinois
-$224K -6,362 Closed
BB
2367
Bell Bank
North Dakota
-$224K -6,361 Closed
CWM
2368
CCG Wealth Management
California
-$224K -6,352 Closed
FUBT
2369
First United Bank & Trust
Maryland
-$223K -6,344 Closed
FIG
2370
FundX Investment Group
California
-$223K -6,331 Closed
BIA
2371
Biondo Investment Advisors
Pennsylvania
-$222K -6,300 Closed
PAS
2372
Professional Advisory Services
Florida
-$220K -6,242 Closed
IWS
2373
Insight Wealth Strategies
California
-$219K -6,216 Closed
ACP
2374
Arcus Capital Partners
Georgia
-$218K -6,189 Closed
HCM
2375
Hengehold Capital Management
Ohio
-$217K -6,170 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.