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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
APG Asset Management
51
APG Asset Management
Netherlands
$590M -$48.4M -1,589,100 -6%
WT
52
Wellcome Trust
United Kingdom
$589M
ClearBridge Investments
53
ClearBridge Investments
New York
$572M -$19.5M -638,657 -3%
American Century Companies
54
American Century Companies
Missouri
$565M -$91.5M -3,005,532 -14%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$547M -$27.1M -888,357 -5%
Aristotle Capital Management
56
Aristotle Capital Management
California
$537M +$15M +491,612 +3%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$536M +$6.61M +217,088 +1%
Sanders Capital
58
Sanders Capital
Florida
$531M +$558K +18,332 +0.1%
Barrow, Hanley, Mewhinney & Strauss
59
Barrow, Hanley, Mewhinney & Strauss
Texas
$528M -$164M -5,372,209 -23%
Primecap Management
60
Primecap Management
California
$524M +$7.8M +256,200 +1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$506M +$3M +98,396 +0.6%
Ninety One (UK)
62
Ninety One (UK)
United Kingdom
$495M +$56M +1,837,709 +12%
Barclays
63
Barclays
United Kingdom
$494M +$73.7M +2,420,706 +17%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$478M -$15.4M -504,992 -3%
Hotchkis & Wiley Capital Management
65
Hotchkis & Wiley Capital Management
California
$477M -$2.81M -92,253 -0.6%
Pzena Investment Management
66
Pzena Investment Management
New York
$476M -$7.24M -237,817 -1%
TP
67
Theleme Partners
United Kingdom
$473M +$55.5M +1,821,155 +13%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$467M -$2.13M -69,937 -0.4%
Asset Management One
69
Asset Management One
Japan
$465M +$433K +14,210 +0.1%
Lazard Asset Management
70
Lazard Asset Management
New York
$453M +$72.6M +2,382,961 +18%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$451M -$9.45M -310,237 -2%
Principal Financial Group
72
Principal Financial Group
Iowa
$449M -$1.74M -57,109 -0.4%
PP
73
Prudential plc
United Kingdom
$447M -$26.9M -883,924 -6%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$447M -$16.8M -552,811 -4%
FPA
75
First Pacific Advisors
California
$444M -$138M -4,516,267 -23%

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.