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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
RC
676
Roundview Capital
New Jersey
$6.17M +$91 +3 +0%
ATC
677
Argent Trust Co
Tennessee
$6.14M +$200K +6,574 +3%
SBIA
678
Sheaff Brock Investment Advisors
Indiana
$6.13M -$2.05M -67,431 -24%
CG
679
Cutler Group
California
$6.11M +$6.27M +205,746 +13,716%
CIC
680
Chilton Investment Company
Connecticut
$6.09M -$30.3M -994,779 -83%
MIAN
681
Mariner Independent Advisor Network
Kansas
$6.09M +$5.28M +173,403 +522%
FHB
682
First Hawaiian Bank
Hawaii
$6.07M +$6.03M +197,891 +2,396%
RAM
683
Roanoke Asset Management
New Jersey
$6.02M +$116K +3,810 +2%
NWM
684
Nicola Wealth Management
British Columbia, Canada
$6.01M +$6.21M +204,000 New
AWA
685
Arete Wealth Advisors
Illinois
$6M +$160K +5,242 +3%
VIA
686
Vantage Investment Advisors
Pennsylvania
$5.99M +$404K +13,251 +7%
HCM
687
Hodges Capital Management
Texas
$5.99M -$21.8K -716 -0.4%
EFS
688
Essex Financial Services
Connecticut
$5.98M -$181K -5,931 -3%
HBWM
689
Hollow Brook Wealth Management
New York
$5.97M -$128K -4,197 -2%
CRCM
690
Crystal Rock Capital Management
Illinois
$5.96M
BCM
691
Beck Capital Management
Texas
$5.94M -$89.6K -2,943 -1%
AUB
692
Atlantic Union Bankshares
Virginia
$5.94M -$73.9K -2,427 -1%
BCM
693
BlueCrest Capital Management
Jersey
$5.91M -$4.81M -157,902 -44%
MCA
694
Mendon Capital Advisors
Florida
$5.89M -$18.3K -600 -0.3%
GECH
695
Garnet Equity Capital Holdings
New York
$5.89M
SCM
696
Schnieders Capital Management
California
$5.88M -$186K -6,100 -3%
SCM
697
Stellar Capital Management
Arizona
$5.86M -$158K -5,175 -3%
SAM
698
Silvercrest Asset Management
New York
$5.83M +$103K +3,367 +2%
FBP
699
Flippin Bruce & Porter
Virginia
$5.82M -$274K -8,997 -4%
FDS
700
First Dallas Securities
Texas
$5.82M +$3.08K +101 +0.1%

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.