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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
WorldQuant Millennium Advisors
376
WorldQuant Millennium Advisors
New York
$22.9M +$894K +29,347 +4%
Cohen & Steers
377
Cohen & Steers
New York
$22.7M -$2.66M -87,287 -10%
SEIA
378
Signature Estate & Investment Advisors
California
$22.6M +$658K +21,593 +3%
LIA
379
LS Investment Advisors
Michigan
$22.5M -$224K -7,351 -1%
GHCM
380
Glen Harbor Capital Management
California
$22.5M -$3.51M -115,120 -13%
COPPSERS
381
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.5M -$6.85M -224,834 -23%
AG
382
Advisor Group
Arizona
$22.4M +$3.06M +100,372 +15%
SMDAM
383
Sumitomo Mitsui DS Asset Management
Japan
$22.3M -$240K -7,895 -1%
TIP
384
Torray Investment Partners
Maryland
$22.2M -$105K -3,443 -0.5%
PR
385
Payden & Rygel
California
$22.2M -$895K -29,400 -4%
GPSPJS
386
General Pension Society PZU Joint Stock
Poland
$22.1M +$5.18M +170,000 +29%
GT
387
Glenmede Trust
Pennsylvania
$22.1M -$33.1M -1,088,433 -59%
GF
388
Gabelli Funds
New York
$22M -$1.98M -65,000 -8%
HCMT
389
Highland Capital Management (Tennessee)
Tennessee
$21.7M -$106K -3,490 -0.5%
SFA
390
Spectrum Financial Alliance
Kentucky
$21.5M -$4.22M -138,723 -16%
CA
391
Cornerstone Advisors
North Carolina
$21.3M +$10.1M +330,000 +84%
B
392
Barings
North Carolina
$21.3M -$5.24M -171,918 -19%
ELC
393
Edgar Lomax Company
Virginia
$21M -$754K -24,750 -3%
JG
394
Jefferies Group
New York
$21M -$151M -4,969,734 -87%
TM
395
Tiger Management
New York
$20.8M -$1.45M -47,700 -6%
Impax Asset Management Group
396
Impax Asset Management Group
United Kingdom
$20.8M +$21.5M +705,514 New
RIM
397
Redpoint Investment Management
Australia
$20.7M -$60.4K -1,984 -0.3%
AHB
398
Abner Herrman & Brock
New Jersey
$20.5M +$724K +23,784 +4%
TF
399
TIAA FSB
Florida
$20.5M +$758K +24,890 +4%
NAM
400
NorthCoast Asset Management
Connecticut
$20.4M -$574K -18,843 -3%

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.