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Bank of America

2,018 hedge funds and large institutions have $203B invested in Bank of America in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 745 increasing their positions, 900 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

1% more funds holding

Funds holding: 2,0032,018 (+15)

0.15% more ownership

Funds ownership: 67.31%67.46% (+0.15%)

9% less capital invested

Capital invested by funds: $224B → $203B (-$21.2B)

11% less funds holding in top 10

Funds holding in top 10: 241214 (-27)

17% less repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 900

26% less call options, than puts

Call options by funds: $3.64B | Put options by funds: $4.91B

Holders
2,018
Holders Change
+15
Holders Change %
+0.75%
% of All Funds
46.13%
Holding in Top 10
214
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.2%
% of All Funds
4.89%
New
113
Increased
745
Reduced
900
Closed
81
Calls
$3.64B
Puts
$4.91B
Net Calls
-$1.27B
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$49.2M -$2.92M -95,840 -5%
HighTower Advisors
252
HighTower Advisors
Illinois
$49.2M +$311K +10,206 +0.6%
Skandinaviska Enskilda Banken (SEB)
253
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.9M -$2.34M -76,800 -4%
VRS
254
Virginia Retirement Systems
Virginia
$48.8M -$11.9M -392,300 -19%
NIMC
255
NWQ Investment Management Company
California
$47.9M -$1.62M -53,151 -3%
NMIMC
256
Northwestern Mutual Investment Management Company
Wisconsin
$47.9M -$5.49M -180,221 -10%
Creative Planning
257
Creative Planning
Kansas
$47.8M -$586K -19,249 -1%
NA
258
Neuburgh Advisers
California
$47.8M -$7.45M -244,630 -13%
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$47.7M -$510K -16,759 -1%
WJA
260
Williams Jones & Associates
New York
$47.5M -$2M -65,744 -4%
WCM
261
Wedge Capital Management
North Carolina
$46.8M -$680K -22,331 -1%
ZIG
262
Zurich Insurance Group
Switzerland
$46.5M -$5.05M -165,699 -10%
PGF
263
Pelham Global Financials
United Kingdom
$46.2M +$5.36M +176,000 +13%
MSV
264
MN Services Vermogensbeheer
Netherlands
$45.5M -$88.3K -2,900 -0.2%
William Blair & Company
265
William Blair & Company
Illinois
$44.8M +$1.45M +47,770 +3%
JIC
266
Johnson Investment Counsel
Ohio
$44.6M +$3.81M +125,247 +9%
PC
267
PM Capital
Australia
$44.5M -$454K -14,900 -1%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$44.2M -$1.37M -45,043 -3%
OWP
269
Obermeyer Wealth Partners
Colorado
$43.5M -$1.54M -50,454 -3%
Two Sigma Advisers
270
Two Sigma Advisers
New York
$43.4M +$30.8M +1,010,200 +219%
ADEF
271
Adams Diversified Equity Fund
Maryland
$43.3M
Baird Financial Group
272
Baird Financial Group
Wisconsin
$42.4M +$1.73M +56,957 +4%
CC
273
Carlson Capital
Texas
$42.3M +$4.49M +147,327 +11%
TAM
274
Todd Asset Management
Kentucky
$42.3M -$223K -7,320 -0.5%
NAM
275
Nissay Asset Management
Japan
$42.1M +$1.42M +46,681 +3%

BAC Hedge Fund Activity: Q3 2018 in Review

2,018 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2018, worth a combined $203B — down 9.5% from $224B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 81 closed out — a net gain of 32 holders — while 745 added to existing stakes and 900 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $6.04B. The largest seller was BlackRock, cutting an estimated $1.2B.

  • 2,018 institutional investors held Bank of America (BAC) as of Q3 2018, up from 2,003 in Q2 2018.
  • Funds reported $203B of Bank of America stock for Q3 2018, down 9.5% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2018 and 81 closed out, a net change of +32 holders.
  • The largest Bank of America buyer in Q3 2018 was Berkshire Hathaway, an estimated $6.04B added.
  • The largest Bank of America seller in Q3 2018 was BlackRock, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2018.