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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
SFM
501
Systematic Financial Management
New Jersey
$12.2M -$281K -9,230 -2%
HCP
502
Holt Capital Partners
Texas
$12.1M -$217K -7,126 -2%
AII
503
AGF Investments Inc
Ontario, Canada
$12M -$3.86M -126,873 -24%
WIA
504
Wealthstreet Investment Advisors
Texas
$11.9M -$85.3K -2,800 -0.7%
MMA
505
Miracle Mile Advisors
California
$11.8M +$175K +5,742 +1%
GCM
506
Gabalex Capital Management
New York
$11.8M +$3.81M +125,000 +45%
CIG
507
Consolidated Investment Group
Colorado
$11.7M
BFIC
508
Bedell Frazier Investment Counselling
California
$11.7M -$278K -9,119 -2%
KRS
509
Kentucky Retirement Systems
Kentucky
$11.7M -$146K -4,782 -1%
SC
510
SouthState Corp
Florida
$11.7M +$341K +11,201 +3%
TIM
511
Thompson Investment Management
Wisconsin
$11.6M -$133K -4,360 -1%
OAMG
512
Odey Asset Management Group
United Kingdom
$11.6M
AssetMark Inc
513
AssetMark Inc
California
$11.5M +$11.7K +384 +0.1%
SLI
514
Sumitomo Life Insurance
Japan
$11.5M -$895K -29,370 -7%
OI
515
Oakbrook Investments
Illinois
$11.3M -$637K -20,930 -5%
BII
516
Bainco International Investors
Massachusetts
$11.3M +$297K +9,751 +3%
SFS
517
Sowell Financial Services
Arkansas
$11.3M +$11.6M +382,459 New
HRC
518
Hoertkorn Richard Charles
$11.2M -$79.4K -2,606 -0.7%
SCA
519
Stillwater Capital Advisors
Pennsylvania
$11.2M +$163K +5,354 +1%
PPCM
520
Pillar Pacific Capital Management
California
$11.1M +$186K +6,104 +2%
MIM
521
Martin Investment Management
Florida
$11.1M -$2.31M -75,883 -17%
LMGAM
522
Liberty Mutual Group Asset Management
Massachusetts
$11.1M
BBHC
523
Brown Brothers Harriman & Co
New York
$11.1M -$41.8K -1,371 -0.4%
MNBTD
524
Moody National Bank Trust Division
Texas
$11M +$9.94M +326,250 +669%
KA
525
KLCM Advisors
Wisconsin
$11M -$450K -14,789 -4%

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.