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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
EWM
901
Edge Wealth Management
New York
$3.15M -$58K -1,903 -2%
CCA
902
Checchi Capital Advisers
California
$3.15M +$361K +11,856 +12%
GT
903
Greenleaf Trust
Michigan
$3.14M +$148K +4,871 +5%
SCI
904
Stableford Capital II
Arizona
$3.13M +$41.6K +1,366 +1%
CPA
905
Capital Planning Advisors
California
$3.12M +$810K +26,603 +33%
PWAG
906
Polaris Wealth Advisory Group
California
$3.11M +$128K +4,205 +4%
FHA
907
First Horizon Advisors
Tennessee
$3.11M +$51.4K +1,687 +2%
CA
908
Cetera Advisors
Colorado
$3.11M +$445K +14,618 +16%
PFPT
909
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.1M +$2.89M +95,040 +925%
GCA
910
Gideon Capital Advisors
New York
$3.1M +$3.2M +105,093 New
ACP
911
Aviance Capital Partners
Florida
$3.09M -$68.2K -2,239 -2%
RE
912
RBC Europe
United Kingdom
$3.07M -$17.7K -580 -0.6%
SJIM
913
St. Johns Investment Management
Florida
$3.06M -$154K -5,062 -5%
RWA
914
River Wealth Advisors
Pennsylvania
$3.06M -$78.9K -2,589 -2%
RIM
915
Reliant Investment Management
Tennessee
$3.06M +$14.5K +475 +0.5%
OC
916
Oarsman Capital
Wisconsin
$3.04M +$963K +31,615 +44%
NIMI
917
Natixis Investment Managers International
France
$3.01M +$241K +7,914 +8%
CCM
918
Compton Capital Management
Rhode Island
$2.99M +$3.05K +100 +0.1%
JIC
919
Joel Isaacson & Co
New York
$2.98M +$54.2K +1,779 +2%
WI
920
WBI Investments
New Jersey
$2.98M +$3.08M +101,249 New
SIMM
921
Stillwater Investment Management (Minnesota)
Minnesota
$2.98M -$50.4K -1,654 -2%
CIP
922
Capital Insight Partners
Arizona
$2.97M -$1.35M -44,440 -31%
ACM
923
Alpha Capital Management
Texas
$2.97M +$134K +4,413 +5%
LPT
924
Legacy Private Trust
Wisconsin
$2.97M +$573K +18,829 +23%
AWM
925
AE Wealth Management
Kansas
$2.96M +$747K +24,514 +32%

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.