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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
CWM
601
Calamos Wealth Management
Illinois
$8.22M -$399K -13,085 -4%
AVC
602
Arlington Value Capital
Utah
$8.22M -$7.97M -261,731 -48%
IGGA
603
Iron Gate Global Advisors
Utah
$8.18M +$1.88M +61,708 +27%
ACI
604
Alpha Cubed Investments
California
$8.07M +$6.52M +214,035 +302%
CI
605
Cigna Investments
Connecticut
$8.02M -$3.46M -113,610 -28%
SCM
606
Sterling Capital Management
North Carolina
$8.01M -$20.2M -662,790 -71%
FAM
607
Foresters Asset Management
Ontario, Canada
$8M -$1.07M -35,000 -14%
PGIM
608
Pacific Global Investment Management
California
$7.96M -$30.5K -1,000 -0.4%
CBB
609
Citizens Business Bank
California
$7.93M -$113K -3,706 -1%
HCM
610
Highbridge Capital Management
New York
$7.93M -$2.4M -78,939 -23%
AC
611
AFAM Capital
Texas
$7.88M +$80.6K +2,645 +1%
APFBOT
612
Amica Pension Fund Board of Trustees
Rhode Island
$7.88M -$677K -22,240 -8%
JAFL
613
Jay A. Fishman Ltd
Michigan
$7.86M +$478K +15,700 +6%
WPA
614
Winning Points Advisors
Florida
$7.83M -$101K -3,304 -1%
CIP
615
Chartwell Investment Partners
Pennsylvania
$7.81M -$8.38M -275,128 -51%
BFS
616
Bradley Foster & Sargent
Connecticut
$7.8M -$53.4K -1,752 -0.7%
WB
617
Webster Bank
Connecticut
$7.71M +$32.1K +1,055 +0.4%
CI
618
Conning Inc
Connecticut
$7.68M -$1.15M -37,860 -13%
GIP
619
Greatmark Investment Partners
Georgia
$7.68M +$3.35K +110 +0%
CCM
620
Chilton Capital Management
Texas
$7.68M +$4.9K +161 +0.1%
CA
621
Corrado Advisors
New Jersey
$7.66M -$480K -15,773 -6%
MYAM
622
Meiji Yasuda Asset Management
Japan
$7.62M -$166K -5,440 -2%
KCM
623
Kempner Capital Management
Texas
$7.61M -$3.75K -123 -0%
RIL
624
Rothschild Investment LLC
Illinois
$7.61M -$62.4K -2,049 -0.8%
SAM
625
Shikiar Asset Management
New York
$7.61M -$60.9K -2,000 -0.8%

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.