We are live on ! Find out more
BAC icon

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
Kayne Anderson Rudnick Investment Management
276
Kayne Anderson Rudnick Investment Management
California
$41.9M -$230K -7,542 -0.5%
MOACM
277
Mutual of America Capital Management
New York
$41.6M -$546K -17,930 -1%
LCOV
278
London Company of Virginia
Virginia
$41.2M -$1.57M -51,452 -4%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$41.2M -$2.77M -90,823 -6%
FWM
280
Frontier Wealth Management
Missouri
$41.1M -$320K -10,496 -0.7%
CRM
281
Cramer Rosenthal McGlynn
Connecticut
$41M -$11.9M -391,300 -22%
Macquarie Group
282
Macquarie Group
Australia
$40.6M +$2.44M +79,980 +6%
SLAM
283
Swiss Life Asset Management
$40.6M -$500K -16,418 -1%
WBC
284
Westpac Banking Corp
Australia
$39.6M +$3.59M +117,834 +10%
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$39.6M -$2.19M -72,024 -5%
FCM
286
Flinton Capital Management
Pennsylvania
$39.3M -$6.14M -201,460 -13%
SAM
287
Shell Asset Management
Netherlands
$38.9M -$1.21M -39,874 -3%
GC
288
Guggenheim Capital
Illinois
$38.7M -$1.2M -39,442 -3%
MSA
289
Mason Street Advisors
Wisconsin
$38.5M -$522K -17,150 -1%
CI
290
Clal Insurance
Israel
$38.3M -$27.4M -900,000 -41%
SDIC
291
South Dakota Investment Council
South Dakota
$37.8M -$3.11M -102,100 -7%
PP
292
Paloma Partners
Connecticut
$37.5M +$20.8M +683,628 +116%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$37.2M +$2.74M +89,836 +8%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$36.7M +$208K +6,823 +0.6%
WA
295
WestEnd Advisors
North Carolina
$36.7M -$710K -23,310 -2%
GI
296
GAMCO Investors
Connecticut
$36.2M -$328K -10,759 -0.9%
CBOA
297
Commonwealth Bank of Australia
Australia
$36.1M -$1.82M -59,900 -5%
CWM
298
CIBC World Markets
New York
$36.1M -$3.28M -107,807 -8%
CCP
299
Clough Capital Partners
Massachusetts
$36M -$1.75M -57,400 -4%
JAM
300
Jupiter Asset Management
United Kingdom
$35.5M -$17.1M -562,325 -32%

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.