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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
SWM
2376
Stockman Wealth Management
Montana
-$217K -6,152 Closed
CCMD
2377
Cypress Capital Management (Delaware)
Delaware
-$216K -6,144 Closed
NCM
2378
Nelson Capital Management
California
-$216K -6,139 Closed
CC
2379
Cadinha & Co
Hawaii
-$214K -6,077 Closed
GIM
2380
Goelzer Investment Management
Indiana
-$213K -6,055 Closed
SRC
2381
Sage Rhino Capital
California
-$210K -6,042 Closed
SNBOSCI
2382
Security National Bank of Sioux City Iowa
Iowa
-$212K -6,032 Closed
CFIA
2383
Cantor Fitzgerald Investment Advisors
New York
-$211K -6,000 Closed
FAN
2384
Financial Advisors Network
California
-$211K -5,997 Closed
GA
2385
Geller Advisors
New York
-$211K -5,990 Closed
NB
2386
Northwest Bancshares
Pennsylvania
-$211K -5,985 Closed
FFG
2387
Ford Financial Group
California
-$209K -5,941 Closed
DBRC
2388
D.B. Root & Company
Pennsylvania
-$208K -5,931 Closed
DA
2389
DSC Advisors
Illinois
-$209K -5,926 Closed
LC
2390
Landaas & Company
Wisconsin
-$209K -5,926 Closed
MG
2391
Mather Group
Illinois
-$208K -5,916 Closed
CCM
2392
Cohen Capital Management
California
-$208K -5,910 Closed
BFIM
2393
Beese Fulmer Investment Management
Ohio
-$207K -5,866 Closed
DP
2394
DDD Partners
Washington
-$207K -5,865 Closed
SWRP
2395
Summit Wealth & Retirement Planning
California
-$206K -5,848 Closed
W
2396
WealthOne
New York
-$205K -5,817 Closed
JWM
2397
JGP Wealth Management
Oregon
-$202K -5,806 Closed
BCM
2398
Bayesian Capital Management
New York
-$204K -5,800 Closed
VST
2399
Van Strum & Towne
California
-$204K -5,800 Closed
IC
2400
Inverness Counsel
New York
-$203K -5,776 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.