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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
GCA
626
Greenwood Capital Associates
South Carolina
$7.59M -$1.64M -53,815 -17%
CWM
627
Catamount Wealth Management
Connecticut
$7.54M -$507K -16,652 -6%
CA
628
Continental Advisors
Utah
$7.44M
CCM
629
Covington Capital Management
California
$7.43M -$286K -9,402 -4%
AP
630
Advisor Partners
California
$7.37M +$419K +13,752 +6%
EAM
631
Exane Asset Management
France
$7.37M +$7.61M +250,000 New
FAAS
632
First Allied Advisory Services
California
$7.3M +$1.89M +62,031 +33%
TSW
633
Thompson Siegel & Walmsley
Virginia
$7.27M -$852K -27,976 -10%
TNBTD
634
Trustmark National Bank Trust Department
Mississippi
$7.22M -$41.9K -1,377 -0.6%
HWM
635
Holloway Wealth Management
Florida
$7.2M
NO
636
Ninety One
South Africa
$7.19M -$3.53M -116,006 -32%
CM
637
Castleark Management
Illinois
$7.16M
GAM
638
Gotham Asset Management
New York
$7.15M +$225K +7,375 +3%
DADC
639
D.A. Davidson & Co
Montana
$7.15M -$179K -5,889 -2%
ZCA
640
Zeke Capital Advisors
Pennsylvania
$7.15M -$162K -5,334 -2%
RWP
641
RWA Wealth Partners
Massachusetts
$7.14M +$16.5K +542 +0.2%
FAM
642
Formidable Asset Management
Ohio
$7.12M +$77.6K +2,549 +1%
CC
643
ClearArc Capital
Ohio
$7.08M -$29.9K -981 -0.4%
Verition Fund Management
644
Verition Fund Management
Connecticut
$6.82M -$510K -16,745 -7%
FA
645
Fagan Associates
New York
$6.81M -$168K -5,507 -2%
MYLI
646
Meiji Yasuda Life Insurance
Japan
$6.81M +$96.5K +3,170 +1%
SSG
647
Summit Securities Group
New York
$6.77M -$2.8M -91,900 -29%
RIA
648
RPG Investment Advisory
California
$6.77M +$143K +4,705 +2%
WIA
649
Westbourne Investment Advisors
Maryland
$6.77M +$469K +15,415 +7%
EARNEST Partners
650
EARNEST Partners
Georgia
$6.72M -$118K -3,876 -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.