Bank of America
BAC
2,026 hedge funds and large institutions have $210B invested in Bank of America in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 809 increasing their positions, 844 reducing their positions, and 100 closing their positions.
60% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 100
2% more funds holding
Funds holding: 1,982 → 2,026 (+44)
1% more funds holding in top 10
Funds holding in top 10: 318 → 322 (+4)
1% less capital invested
Capital invested by funds: $211B → $210B (-$1.66B)
4% less repeat investments, than reductions
Existing positions increased: 809 | Existing positions reduced: 844
1.59% less ownership
Funds ownership: 67.9% → 66.31% (-1.6%)
27% less call options, than puts
Call options by funds: $4.02B | Put options by funds: $5.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$665M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$494M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$426M |
| 4 |
AGDR
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$342M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$743M |
| 2 |
State Street
Boston,
Massachusetts
|
-$724M |
| 3 |
Coatue Management
New York
|
-$409M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$366M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$362M |
BAC Hedge Fund Activity: Q1 2018 in Review
2,026 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2018, worth a combined $210B — down 0.79% from $211B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new BAC positions and 100 closed out — a net gain of 60 holders — while 809 added to existing stakes and 844 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $665M. The largest seller was Citadel Advisors, cutting an estimated $743M.
- 2,026 institutional investors held Bank of America (BAC) as of Q1 2018, up from 1,982 in Q4 2017.
- Funds reported $210B of Bank of America stock for Q1 2018, down 0.79% quarter-over-quarter.
- 160 funds opened new Bank of America positions in Q1 2018 and 100 closed out, a net change of +60 holders.
- The largest Bank of America buyer in Q1 2018 was Wellington Management Group, an estimated $665M added.
- The largest Bank of America seller in Q1 2018 was Citadel Advisors, an estimated $743M sold.
Based on aggregated 13F filings for Q1 2018.