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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
GI
576
Gradient Investments
Minnesota
$9.05M +$9.18M +301,420 +5,199%
LM
577
Lincluden Management
Ontario, Canada
$9M -$4.01M -131,685 -30%
GP
578
Greenline Partners
New York
$8.99M +$11.6K +382 +0.1%
FAB
579
First American Bank
Illinois
$8.97M +$9.28M +304,547 New
SFM
580
Signet Financial Management
New Jersey
$8.96M -$385K -12,634 -4%
FLII
581
First Long Island Investors
New York
$8.96M +$234K +7,678 +3%
VSI
582
Verde Servicos Internacionais
Brazil
$8.94M -$4.02M -131,838 -29%
CAPTRUST Financial Advisors
583
CAPTRUST Financial Advisors
North Carolina
$8.93M -$1.56M -51,100 -14%
KIA
584
KCM Investment Advisors
California
$8.89M -$12.1K -398 -0.1%
BPCE
585
Bank Pictet & Cie (Europe)
Germany
$8.85M +$5.33M +175,000 +140%
GIM
586
Greystone Investment Management
Ohio
$8.81M -$154K -5,045 -2%
AMI
587
Amica Mutual Insurance
Rhode Island
$8.79M -$697K -22,892 -7%
SCM
588
Suffolk Capital Management
New York
$8.68M +$296K +9,722 +3%
ACM
589
Azimuth Capital Management
Michigan
$8.66M -$25.5K -836 -0.3%
PWPCM
590
Perella Weinberg Partners Capital Management
New York
$8.63M -$944K -31,007 -10%
SCM
591
Salem Capital Management
Massachusetts
$8.6M -$175K -5,750 -2%
HFS
592
HL Financial Services
Kentucky
$8.58M +$219K +7,198 +3%
LFR
593
Lehman Financial Resources
Pennsylvania
$8.48M -$183K -5,994 -2%
RCM
594
Riverhead Capital Management
Delaware
$8.46M -$2.45M -80,322 -22%
AIP
595
Ameritas Investment Partners
Nebraska
$8.38M -$248K -8,152 -3%
DC
596
Davenport & Co
Virginia
$8.37M +$1.18M +38,632 +16%
TAM
597
Tiverton Asset Management
Delaware
$8.28M -$1.25M -40,962 -13%
WAM
598
Wallington Asset Management
Indiana
$8.28M +$6.09K +200 +0.1%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$8.27M +$111K +3,643 +1%
JMFC
600
J.M. Forbes & Co
Massachusetts
$8.23M +$13.4K +441 +0.2%

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.