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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
HIIFS
301
Harel Insurance Investments & Financial Services
Israel
$35.3M -$122K -4,000 -0.3%
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$35.3M -$2.27M -74,430 -6%
B
303
BP
United Kingdom
$34.8M
AB
304
Amalgamated Bank
New York
$34.5M -$1.38M -45,391 -4%
CCMG
305
Clark Capital Management Group
Pennsylvania
$34.5M +$1.45M +47,552 +4%
SL
306
Summitry LLC
California
$34.4M +$389K +12,782 +1%
BCM
307
Basswood Capital Management
New York
$34.3M
AC
308
Avenir Corporation
Virginia
$34.3M +$7.13M +234,225 +25%
WT
309
Washington Trust
Rhode Island
$34.2M -$1.68M -55,012 -5%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2M +$370K +12,161 +1%
MCM
311
McKinley Capital Management
Alaska
$34M -$569K -18,689 -2%
DIA
312
Dana Investment Advisors
Wisconsin
$33.9M -$282K -9,248 -0.8%
BHIA
313
Birch Hill Investment Advisors
Massachusetts
$33.8M +$889K +29,186 +3%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$33.7M +$756K +24,821 +2%
CGM
315
Capital Growth Management
Massachusetts
$33.3M -$141M -4,640,000 -80%
BGCP
316
Bristol Gate Capital Partners
Ontario, Canada
$33M +$461K +15,150 +1%
IA
317
Icon Advisers
Colorado
$32.9M -$3.32M -108,981 -9%
CA
318
CapWealth Advisors
Tennessee
$32.9M -$186K -6,123 -0.5%
AIM
319
Avity Investment Management
Connecticut
$32.8M +$1.82M +59,907 +6%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$32.7M -$11.5M -376,960 -28%
TCM
321
Twin Capital Management
Pennsylvania
$31.8M +$47.1K +1,545 +0.1%
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$31.4M +$3.06M +100,633 +10%
PTC
323
Philadelphia Trust Company
Pennsylvania
$31.4M +$1.3M +42,643 +4%
BTS
324
BB&T Securities
Virginia
$31.4M -$2.81M -92,216 -8%
TAM
325
Tyers Asset Management
Texas
$30.9M -$4.82M -158,290 -13%

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.