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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
FA
726
FDx Advisors
Illinois
$5.42M +$179K +5,881 +3%
AWM
727
Avitas Wealth Management
California
$5.39M +$218K +7,153 +4%
Cerity Partners
728
Cerity Partners
New York
$5.39M +$33.7K +1,107 +0.6%
NEI
729
Northwest & Ethical Investments
Ontario, Canada
$5.37M -$54.8K -1,800 -1%
RAG
730
Roof Advisory Group
Pennsylvania
$5.37M -$2.42M -79,344 -30%
CAM
731
Carret Asset Management
New York
$5.37M -$16.8K -550 -0.3%
Capital Fund Management (CFM)
732
Capital Fund Management (CFM)
France
$5.3M -$68.1M -2,236,200 -93%
SH
733
SeaTown Holdings
Singapore
$5.23M -$15.3M -502,500 -74%
PFM
734
Premier Fund Managers
United Kingdom
$5.21M +$540K +17,736 +11%
NCMW
735
Northern Capital Management (Wisconsin)
Wisconsin
$5.21M -$84.5K -2,775 -2%
BHA
736
Beech Hill Advisors
New York
$5.21M +$11.9K +392 +0.2%
MA
737
Menlo Advisors
California
$5.18M
KRSITF
738
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.17M -$64.6K -2,120 -1%
ERM
739
Elm Ridge Management
New York
$5.13M -$2.32M -76,317 -30%
LWM
740
Lyell Wealth Management
California
$5.12M -$90.3K -2,965 -2%
CIP
741
Convergence Investment Partners
Florida
$5.11M -$3.03M -99,605 -36%
MC
742
Moors & Cabot
Massachusetts
$5.08M -$279K -9,146 -5%
BIM
743
Bridges Investment Management
Nebraska
$5.03M -$254K -8,350 -5%
MFS
744
Monetta Financial Services
Illinois
$5.01M
LPC
745
Loeb Partners Corp
New York
$4.99M -$1.97M -64,600 -28%
CCM
746
Coldstream Capital Management
Washington
$4.98M +$291K +9,550 +6%
DAM
747
Doheny Asset Management
California
$4.97M +$216K +7,100 +4%
PCIA
748
Prime Capital Investment Advisors
Kansas
$4.95M -$2.94M -96,501 -36%
GRP
749
Global Retirement Partners
California
$4.91M -$48.9K -1,607 -1%
IRF
750
IBM Retirement Fund
New York
$4.9M -$884K -29,015 -15%

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.