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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
876
FMA Advisory
Pennsylvania
$3.41M +$23.2K +762 +0.7%
SA
877
Strategic Advisors
New York
$3.41M +$2.28K +75 +0.1%
CBT
878
Central Bank & Trust
Kentucky
$3.39M +$72.3K +2,373 +2%
PCM
879
Palouse Capital Management
Washington
$3.38M +$9.75K +320 +0.3%
AIM
880
Anchor Investment Management
South Carolina
$3.38M -$74.6K -2,450 -2%
Twin Tree Management
881
Twin Tree Management
Texas
$3.37M -$6.92M -227,242 -67%
CA
882
Cullinan Associates
Kentucky
$3.37M -$76.1K -2,500 -2%
SIM
883
Sterling Investment Management
Arizona
$3.37M -$30.9K -1,015 -0.9%
SEC
884
Seven Eight Capital
New York
$3.33M -$12.2M -400,100 -78%
CM
885
Churchill Management
California
$3.32M +$470K +15,435 +16%
VCA
886
Verdence Capital Advisors
Maryland
$3.32M -$102K -3,348 -3%
MC
887
MRJ Capital
New York
$3.31M
FCI
888
Financial Counselors Inc
Kansas
$3.3M +$86.3K +2,833 +3%
CIM
889
CenturyLink Investment Management
Colorado
$3.29M -$408K -13,400 -11%
GCM
890
Graham Capital Management
Connecticut
$3.28M +$2.38M +78,053 +235%
Envestnet Asset Management
891
Envestnet Asset Management
Illinois
$3.27M -$14.7M -482,152 -81%
RSS
892
Rosenblum Silverman Sutton
California
$3.26M -$429K -14,080 -11%
WPP
893
Whalerock Point Partners
Rhode Island
$3.26M
NA
894
NewEdge Advisors
Louisiana
$3.24M -$193K -6,321 -5%
DS
895
Dudley & Shanley
Florida
$3.24M +$1.12M +36,800 +50%
BRC
896
Bell Rock Capital
Delaware
$3.21M +$131K +4,314 +4%
P
897
Pitcairn
Pennsylvania
$3.19M -$75.1K -2,467 -2%
HF
898
HRT Financial
New York
$3.17M +$2.36M +77,466 +256%
CT
899
Chicago Trust
Illinois
$3.17M +$38.9K +1,277 +1%
PAM
900
Paradigm Asset Management
New York
$3.16M +$3.2M +105,200 +5,395%

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.