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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
Charles Schwab
26
Charles Schwab
California
$1.05B +$29.7M +976,760 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$987M +$22.4M +736,297 +2%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$987M -$294M -9,646,376 -22%
Wells Fargo
29
Wells Fargo
California
$985M +$89.7M +2,945,630 +10%
UBS AM
30
UBS AM
Illinois
$955M -$63.9M -2,097,568 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$907M -$24.8M -813,292 -3%
TA
32
Teachers Advisors
New York
$856M -$13.1M -431,173 -1%
LSV Asset Management
33
LSV Asset Management
Illinois
$854M -$20.9M -686,964 -2%
LPU
34
Lansdowne Partners (UK)
United Kingdom
$812M -$164M -5,375,586 -16%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$811M -$3.84M -126,188 -0.5%
AAMU
36
Amundi Asset Management US
Massachusetts
$778M +$126M +4,129,030 +19%
PPA
37
Parametric Portfolio Associates
Washington
$776M -$9.73M -319,425 -1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$751M -$30.6M -1,005,978 -4%
PI
39
Putnam Investments
Massachusetts
$717M -$129M -4,250,602 -15%
UBS Group
40
UBS Group
Switzerland
$692M +$8.37M +274,793 +1%
NEAM
41
New England Asset Management
Connecticut
$670M +$53.3M +1,751,400 +8%
Prudential Financial
42
Prudential Financial
New Jersey
$669M -$70.3M -2,307,708 -9%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$661M -$6.36M -208,969 -0.9%
Franklin Resources
44
Franklin Resources
California
$660M +$2.34M +76,763 +0.3%
Allianz Asset Management
45
Allianz Asset Management
Germany
$656M -$189M -6,199,724 -22%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$646M -$53.2M -1,745,412 -7%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$646M -$72.8M -2,390,889 -10%
Artisan Partners
48
Artisan Partners
Wisconsin
$620M +$80.6M +2,646,336 +14%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$604M -$187M -6,130,267 -23%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$599M +$13.9M +455,380 +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.