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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$32.6B -$72.4M -2,240,000 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.8B -$508M -15,711,406 -2%
BlackRock
3
BlackRock
New York
$18.9B -$334M -10,338,014 -2%
State Street
4
State Street
Massachusetts
$12.6B -$275M -8,517,190 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.82B +$152M +4,704,533 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$8.21B -$51.3M -1,588,600 -0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.29B -$78.1M -2,415,237 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.1B -$14.1M -436,733 -0.4%
Dodge & Cox
9
Dodge & Cox
California
$4.01B -$79.4M -2,456,670 -2%
Norges Bank
10
Norges Bank
Norway
$3.44B -$170M -5,268,038 -5%
Northern Trust
11
Northern Trust
Illinois
$3.27B -$72.1M -2,232,232 -2%
Harris Associates
12
Harris Associates
Illinois
$2.88B -$99M -3,062,204 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.68B -$216M -6,679,472 -8%
Invesco
14
Invesco
Georgia
$2.19B -$127M -3,926,576 -6%
Morgan Stanley
15
Morgan Stanley
New York
$2.08B +$188M +5,821,960 +11%
N
16
Nuveen
North Carolina
$2.07B -$144M -4,451,744 -7%
Capital World Investors
17
Capital World Investors
California
$1.99B +$2.32M +71,859 +0.1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.96B +$78.7M +2,434,010 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.78B -$11.1M -342,095 -0.7%
Boston Partners
20
Boston Partners
Massachusetts
$1.77B +$793K +24,549 +0%
Goldman Sachs
21
Goldman Sachs
New York
$1.6B +$87M +2,691,169 +6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.47B +$40M +1,238,761 +3%
Ameriprise
23
Ameriprise
Minnesota
$1.43B -$59.7M -1,848,316 -4%
Charles Schwab
24
Charles Schwab
California
$1.33B -$34M -1,050,615 -3%
Primecap Management
25
Primecap Management
California
$1.32B +$6.85M +211,900 +0.6%

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.