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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
TH
326
TCTC Holdings
Texas
$30.9M -$108K -3,544 -0.3%
HCM
327
Huber Capital Management
California
$30.8M
DCM
328
Dupont Capital Management
Delaware
$30.5M -$2.36M -77,552 -7%
OC
329
Oppenheimer & Co
New York
$30.5M -$368K -12,086 -1%
MLL
330
Moody Lynn & Lieberson
Massachusetts
$30.2M +$536K +17,614 +2%
SIC
331
Salem Investment Counselors
North Carolina
$29.8M +$62.7K +2,058 +0.2%
M&T Bank
332
M&T Bank
New York
$29.6M -$2.72M -89,330 -8%
SFM
333
Soros Fund Management
New York
$29.1M -$35.3M -1,160,209 -54%
CTI
334
Community Trust & Investment
Kentucky
$29.1M -$271K -8,912 -0.9%
BPC
335
Banque Pictet & Cie
Switzerland
$29.1M -$82.8K -2,719 -0.3%
WPC
336
Waters Parkerson & Co
Louisiana
$29.1M -$232K -7,618 -0.8%
Wolverine Trading
337
Wolverine Trading
Illinois
$29M +$18.2M +596,588 +154%
ABTD
338
Arvest Bank Trust Division
Oklahoma
$28M -$467K -15,325 -2%
PSUF
339
People's United Financial
Connecticut
$27.9M +$2.17M +71,365 +8%
AIM
340
Alphinity Investment Management
Australia
$27.9M +$4.07M +133,600 +16%
SAM
341
Securian Asset Management
Minnesota
$27.9M -$427K -14,024 -1%
RAM
342
RWC Asset Management
United Kingdom
$27.6M +$3.34M +109,620 +13%
Nomura Holdings
343
Nomura Holdings
Japan
$27.4M -$20.2M -663,266 -42%
HI
344
Honeywell International
North Carolina
$27.3M -$42.6K -1,400 -0.2%
MWAC
345
Mariner Wealth Advisors (Cincinnati)
Ohio
$27.2M +$1.23M +40,456 +5%
SI
346
Stephens Inc
Arkansas
$27M +$112K +3,693 +0.4%
NLGIA
347
Nippon Life Global Investors Americas
New York
$26.9M -$11.7M -382,660 -30%
GCC
348
Guardian Capital (Canada)
Ontario, Canada
$26.9M -$487K -15,974 -2%
CAG
349
Crestwood Advisors Group
Massachusetts
$26.7M +$238K +7,809 +0.9%
TAM
350
Trillium Asset Management
Massachusetts
$26.3M -$8.16K -268 -0%

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.