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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
FQ
426
First Quadrant
California
$18M -$8.18M -268,705 -31%
CAM
427
ClariVest Asset Management
California
$18M -$1.28M -42,148 -6%
HIMC
428
Heritage Investors Management Corp
Maryland
$17.8M +$67.3K +2,210 +0.4%
CEP
429
Chicago Equity Partners
Illinois
$17.8M -$12.7M -418,560 -41%
CT
430
Cambridge Trust
Massachusetts
$17.8M +$398K +13,083 +2%
BG
431
Bahl & Gaynor
Ohio
$17.7M +$3.08M +101,249 +20%
NP
432
Ninepoint Partners
Ontario, Canada
$17.5M +$101K +3,300 +0.6%
QAM
433
QCI Asset Management
New York
$17.5M +$109K +3,573 +0.6%
CGH
434
Crossmark Global Holdings
Texas
$17.5M -$716K -23,507 -4%
BPB
435
Badgley, Phelps & Bell
Washington
$17.4M +$699K +22,943 +4%
ACM
436
Aquamarine Capital Management
New York
$17.4M
HW
437
Hancock Whitney
Mississippi
$17.3M +$17.2M +563,383 +2,213%
AIA
438
Avalon Investment & Advisory
Texas
$17.3M -$63.2K -2,075 -0.4%
MME
439
Meag Munich Ergo
Germany
$17.2M +$2.98M +97,989 +20%
GLAM
440
Gardner Lewis Asset Management
Pennsylvania
$17M -$174K -5,715 -1%
SCP
441
Steamboat Capital Partners
New York
$16.8M +$230K +7,553 +1%
AIM
442
Achmea Investment Management
Netherlands
$16.7M -$996K -32,698 -5%
BIC
443
Beach Investment Counsel
Pennsylvania
$16.7M -$5.51M -181,046 -24%
PAG
444
Private Advisor Group
New Jersey
$16.5M +$2.64M +86,819 +18%
QI
445
QS Investors
New York
$16.5M +$807K +26,503 +5%
BS
446
Banco Santander
Spain
$16.5M -$2.38M -78,296 -12%
PI
447
PEAK6 Investments
Illinois
$16.4M +$17M +557,783 New
TCA
448
Teewinot Capital Advisers
New York
$16.4M
GFA
449
Gifford Fong Associates
California
$16.3M
WAM
450
World Asset Management
Michigan
$16.3M -$362K -11,881 -2%

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.