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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
FANJ
776
Financial Architects (New Jersey)
New Jersey
$4.52M -$174K -5,698 -4%
FB
777
Fulton Bank
Pennsylvania
$4.52M +$466K +15,306 +11%
WS
778
Wedbush Securities
California
$4.49M +$158K +5,178 +4%
ASN
779
Advisory Services Network
Georgia
$4.49M -$13.5K -443 -0.3%
STA
780
Summit Trail Advisors
New York
$4.48M +$4.63M +152,039 New
CNAM
781
Campbell Newman Asset Management
Wisconsin
$4.48M
SAM
782
Sompo Asset Management
Japan
$4.46M +$1.04M +34,110 +29%
AIM
783
Assured Investment Management
New York
$4.46M +$4.61M +151,393 New
WC
784
Woodstock Corp
Massachusetts
$4.44M +$522K +17,136 +13%
TCM
785
Tufton Capital Management
Maryland
$4.44M -$677K -22,221 -13%
AA
786
ALPS Advisors
Colorado
$4.44M +$848K +27,835 +23%
BCM
787
BlueMar Capital Management
Florida
$4.44M +$1.13M +37,200 +33%
GC
788
Grace Capital
Massachusetts
$4.43M -$1.46M -47,800 -24%
JC
789
JBF Capital
Colorado
$4.42M -$3.05M -100,000 -40%
UR
790
USCA RIA
Texas
$4.41M +$27.4K +900 +0.6%
IA
791
IndexIQ Advisors
New York
$4.38M -$2.18M -71,608 -32%
RFWA
792
RPg Family Wealth Advisory
Massachusetts
$4.38M -$39K -1,282 -0.9%
TCM
793
Teza Capital Management
Illinois
$4.37M +$3.45M +113,138 +321%
SGA
794
Strategic Global Advisors
California
$4.36M -$15.7K -514 -0.3%
APA
795
American Portfolios Advisors
New York
$4.35M +$39.4K +1,294 +0.9%
RW
796
Rand Wealth
Maryland
$4.32M
WT
797
Whittier Trust
California
$4.28M +$13.1K +430 +0.3%
MCM
798
Moore Capital Management
New York
$4.27M
WIS
799
Wright Investors Service
Connecticut
$4.27M +$1.1M +36,033 +33%
FG
800
Fiduciary Group
Georgia
$4.25M +$12.1K +398 +0.3%

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.