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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
TPW
2401
TL Private Wealth
Texas
-$200K -5,776 Closed
TVAMP
2402
Tennessee Valley Asset Management Partners
Tennessee
-$201K -5,703 Closed
RHP
2403
Royal Harbor Partners
Texas
-$200K -5,691 Closed
TYCC
2404
Texas Yale Capital Corp
Florida
-$200K -5,681 Closed
CAM
2405
Concorde Asset Management
Michigan
-$200K -5,679 Closed
WA
2406
Winfield Associates
Ohio
-$176K -5,000 Closed
MS
2407
Mizuho Securities
Japan
-$141K -4,000 Closed
RP
2408
Rowlandmiller & Partners
Georgia
-$129K -3,671 Closed
PWP
2409
Personal Wealth Partners
Minnesota
-$91K -2,593 Closed
FPS
2410
Fieldpoint Private Securities
Connecticut
-$87K -2,459 Closed
HWM
2411
Howard Wealth Management
Connecticut
-$69K -1,962 Closed
CWA
2412
Capital Wealth Alliance
Arizona
-$50K -1,515 Closed
AP
2413
Advisors Preferred
Maryland
-$45K -1,275 Closed
AWA
2414
Artemis Wealth Advisors
New York
-$38.5K -1,093 Closed
IWA
2415
Intercontinental Wealth Advisors
Texas
-$29K -830 Closed
TWP
2416
TFO Wealth Partners
Ohio
-$26K -750 Closed
TFA
2417
Tobias Financial Advisors
Florida
-$22K -650 Closed
LFA
2418
Lighthouse Financial Advisors
Maryland
-$22K -627 Closed
NCM
2419
New Capital Management
Texas
-$21K -591 Closed
NIM
2420
NuWave Investment Management
New Jersey
-$19K -545 Closed
RA
2421
Rational Advisors
New York
-$19K -545 Closed
SFM
2422
Systematic Financial Management
New Jersey
-$15K -421 Closed
ACM
2423
Anfield Capital Management
California
-$14K -412 Closed
BBA
2424
Braun-Bostich & Associates
Pennsylvania
-$15K -412 Closed
WIC
2425
WealthBridge Investment Counsel
Alberta, Canada
-$11K -325 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.