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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
IA
2376
Independence Advisors
Pennsylvania
-$227K -7,778 Closed
MFS
2377
Madrona Financial Services
Washington
-$212K -7,255 Closed
CFSG
2378
Community Financial Services Group
Vermont
-$211K -7,219 Closed
BDF
2379
Black Diamond Financial
Maryland
-$208K -7,145 Closed
PRC
2380
Pearl River Capital
Michigan
-$174K -5,968 Closed
TC
2381
Truvestments Capital
Florida
-$140K -4,808 Closed
QCIG
2382
Quad-Cities Investment Group
Iowa
-$135K -4,600 Closed
CCM
2383
Cribstone Capital Management
Maine
-$129K -4,431 Closed
WC
2384
Weil Company
California
-$119K -4,069 Closed
ST
2385
Sageworth Trust
Pennsylvania
-$117K -4,000 Closed
NIC
2386
Northwest Investment Counselors
Oregon
-$89K -3,043 Closed
DP
2387
Denver PWM
Colorado
-$71.8K -2,482 Closed
PCM
2388
Prelude Capital Management
New York
-$72K -2,480 Closed
VEA
2389
Virtus ETF Advisers
New York
-$66K -2,250 Closed
SMFG
2390
Sumitomo Mitsui Financial Group
Japan
-$58K -2,000 Closed
GWAG
2391
Garrett Wealth Advisory Group
Texas
-$25.2K -863 Closed
EWM
2392
Elmwood Wealth Management
California
-$24K -809 Closed
CAGAS
2393
Capital Advisory Group Advisory Services
Minnesota
-$12K -397 Closed
SWP
2394
Strategic Wealth Partners
Ohio
-$7 -250 Closed
HS
2395
Horan Securities
United States
-$6K -200 Closed
AM
2396
Atwater Malick
Pennsylvania
-$5K -170 Closed
1W
2397
1776 Wealth
Georgia
+$32 +1 New
AS
2398
Altshuler Shaham
Israel
+$32 +1 +10%
JWBC
2399
John W. Brooker & Co
California
+$452 +14 New

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.