Bank of America
BAC
2,065 hedge funds and large institutions have $164B invested in Bank of America in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 730 increasing their positions, 896 reducing their positions, and 173 closing their positions.
37% more first-time investments, than exits
New positions opened: 237 | Existing positions closed: 173
2% more funds holding
Funds holding: 2,018 → 2,065 (+47)
0.78% more ownership
Funds ownership: 67.46% → 68.24% (+0.78%)
5% less funds holding in top 10
Funds holding in top 10: 214 → 204 (-10)
18% less call options, than puts
Call options by funds: $3.25B | Put options by funds: $3.98B
19% less repeat investments, than reductions
Existing positions increased: 730 | Existing positions reduced: 896
19% less capital invested
Capital invested by funds: $203B → $164B (-$39.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$546M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$513M |
| 3 |
Primecap Management
Pasadena,
California
|
+$485M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$324M |
| 5 |
SC
Sculptor Capital
New York
|
+$255M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$632M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$542M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$351M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$328M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$280M |
BAC Hedge Fund Activity: Q4 2018 in Review
2,065 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2018, worth a combined $164B — down 19% from $203B a quarter earlier.
Buyers outnumbered sellers: 237 funds opened new BAC positions and 173 closed out — a net gain of 64 holders — while 730 added to existing stakes and 896 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $546M. The largest seller was State Street, cutting an estimated $632M.
- 2,065 institutional investors held Bank of America (BAC) as of Q4 2018, up from 2,018 in Q3 2018.
- Funds reported $164B of Bank of America stock for Q4 2018, down 19% quarter-over-quarter.
- 237 funds opened new Bank of America positions in Q4 2018 and 173 closed out, a net change of +64 holders.
- The largest Bank of America buyer in Q4 2018 was Wellington Management Group, an estimated $546M added.
- The largest Bank of America seller in Q4 2018 was State Street, an estimated $632M sold.
Based on aggregated 13F filings for Q4 2018.