Bank of America Depository Shares Series E
BAC.PRE
3 hedge funds and large institutions have $65K invested in Bank of America Depository Shares Series E in 2018 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
0.38% less ownership
Funds ownership: 0.4% → 0.02% (-0.38%)
40% less funds holding
Funds holding: 5 → 3 (-2)
95% less capital invested
Capital invested by funds: $1.24M → $65K (-$1.18M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$1.09M |
| 2 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
-$62K |
| 3 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
-$30.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Highlander Capital Management
Short Hills,
New Jersey
| $49K | -$30.3K | -1,250 | -38% |
|
|
JIR
2
James Investment Research
Alpha,
Ohio
| $11K | – | – | – |
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
KLI
4
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$1.09M | -44,350 | Closed |
|
|
TCOV
5
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$62K | -2,550 | Closed |
|
BAC.PRE Hedge Fund Activity: Q3 2018 in Review
3 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q3 2018, worth a combined $65K — down 95% from $1.24M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BAC.PRE and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $1.09M sold.
- 3 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q3 2018, down from 5 in Q2 2018.
- Funds reported $65K of Bank of America Depository Shares Series E stock for Q3 2018, down 95% quarter-over-quarter.
- 0 funds opened new Bank of America Depository Shares Series E positions in Q3 2018 and 2 closed out, a net change of -2 holders.
- The largest Bank of America Depository Shares Series E seller in Q3 2018 was Kelman-Lazarov Inc, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2018.