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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
MCM
351
Maltese Capital Management
New York
$26.2M +$8.27M +271,700 +44%
SIA
352
Sit Investment Associates
Minnesota
$25.9M -$5.39M -177,000 -17%
BAPIM
353
British Airways Pensions Investment Management
United Kingdom
$25.9M
PNC
354
Park National Corp
Ohio
$25.8M -$216K -7,078 -0.8%
Victory Capital Management
355
Victory Capital Management
Texas
$25.7M -$694K -22,797 -3%
KB
356
Kimelman & Baird
New York
$25.1M +$150K +4,919 +0.6%
PMAM
357
Picton Mahoney Asset Management
Ontario, Canada
$24.9M -$4.69M -154,053 -15%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$24.8M -$1.26M -41,400 -5%
NONA
359
Ninety One North America
New York
$24.6M -$5.17M -169,866 -17%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$24.4M -$988K -32,427 -4%
SW
361
SVB Wealth
Massachusetts
$24.4M -$451K -14,798 -2%
RC
362
RBF Capital
California
$24.1M -$1.01M -33,000 -4%
MIH
363
Madison Investment Holdings
Wisconsin
$24.1M -$912K -29,950 -4%
OAM
364
Oppenheimer Asset Management
New York
$23.9M +$294K +9,646 +1%
CWM
365
Cornerstone Wealth Management
Missouri
$23.7M -$8.21M -269,681 -31%
CFB
366
Cullen/Frost Bankers
Texas
$23.5M -$851K -27,951 -3%
AIA
367
Affinity Investment Advisors
California
$23.4M +$2.76M +90,669 +13%
GA
368
GFS Advisors
Texas
$23.3M -$15.4M -507,041 -39%
MI
369
Markston International
New York
$23.3M -$120K -3,927 -0.5%
BSA
370
Braun Stacey Associates
New York
$23.1M +$452K +14,836 +2%
PAM
371
Private Asset Management
California
$23.1M +$198K +6,510 +0.8%
Cambridge Investment Research Advisors
372
Cambridge Investment Research Advisors
Iowa
$23.1M -$222K -7,290 -0.9%
BA
373
Boston Advisors
Massachusetts
$23.1M +$719K +23,596 +3%
WF
374
Welch & Forbes
Massachusetts
$23M +$854K +28,036 +4%
Truist Financial
375
Truist Financial
North Carolina
$23M -$26.6K -872 -0.1%

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.