Holders over time
- EWBC
- BAC
| Quarter | EWBC | BAC |
|---|---|---|
| Q3 2020 | 5 holders, $127m | 33 holders, $48.3bn |
| Q4 2020 | 10 holders, $547m | 36 holders, $60.7bn |
| Q1 2021 | 10 holders, $1.0bn | 33 holders, $77.6bn |
| Q2 2021 | 10 holders, $1.0bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $1.1bn | 28 holders, $81.4bn |
| Q4 2021 | 11 holders, $939m | 30 holders, $82.8bn |
| Q1 2022 | 16 holders, $1.1bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $881m | 40 holders, $54.7bn |
| Q3 2022 | 9 holders, $865m | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $773m | 33 holders, $59.0bn |
| Q1 2023 | 10 holders, $701m | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $968m | 37 holders, $49.0bn |
| Q3 2023 | 12 holders, $1.0bn | 36 holders, $46.0bn |
| Q4 2023 | 9 holders, $1.4bn | 34 holders, $56.6bn |
| Q1 2024 | 6 holders, $1.5bn | 35 holders, $64.4bn |
| Q2 2024 | 6 holders, $1.3bn | 35 holders, $68.9bn |
| Q3 2024 | 6 holders, $1.5bn | 43 holders, $60.8bn |
| Q4 2024 | 7 holders, $1.8bn | 43 holders, $63.8bn |
| Q1 2025 | 6 holders, $1.7bn | 40 holders, $59.8bn |
| Q2 2025 | 7 holders, $2.3bn | 44 holders, $67.4bn |
| Q3 2025 | 6 holders, $2.3bn | 44 holders, $72.1bn |
| Q4 2025 | 9 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 11 holders, $2.8bn | 39 holders, $59.5bn |
| Q2 2026 | 10 holders, $3.4bn | 37 holders, $64.8bn |
East West Bancorp Inc
- Holders
- 6
- Reported value
- $1.5bn
- Buyers
- 4
- Sellers
- 2
Breadth +2 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 43
- Reported value
- $60.8bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 94 comparable managers.
Who holds both, Q3 2024
Both (6)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), MFS Investment Management, T. Rowe Price Associates Inc
Only EWBC (0)
None.
Only BAC (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 12 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.