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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
HCM
926
Harvey Capital Management
Florida
$2.95M
BRWM
927
B. Riley Wealth Management
Tennessee
$2.92M +$3.02M +99,303 New
VF
928
Virtu Financial
New York
$2.92M +$764K +25,083 +34%
DPIM
929
Duff & Phelps Investment Management
Illinois
$2.9M -$128K -4,200 -4%
Westfield Capital Management
930
Westfield Capital Management
Massachusetts
$2.88M -$45.1K -1,480 -1%
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.88M +$28.8K +944 +1%
CT
932
Coastline Trust
Rhode Island
$2.87M +$118K +3,886 +4%
PTC
933
Private Trust Company
Ohio
$2.86M -$56.3K -1,850 -2%
GC
934
Grimes & Company
Massachusetts
$2.86M -$36.9K -1,213 -1%
BS
935
Boenning & Scattergood
Pennsylvania
$2.86M +$699K +22,935 +31%
WSCM
936
Wellington Shields Capital Management
New York
$2.86M +$907K +29,768 +44%
BAS
937
Brown Advisory Securities
Maryland
$2.85M +$95.3K +3,128 +3%
CVSCT
938
C.V. Starr & Co Trust
New York
$2.85M
OCM
939
Orleans Capital Management
Louisiana
$2.85M +$4.87K +160 +0.2%
VFA
940
Valeo Financial Advisors
Indiana
$2.85M +$180K +5,925 +6%
HSA
941
HBK Sorce Advisory
Pennsylvania
$2.84M -$88.6K -2,909 -3%
LOAME
942
Lombard Odier Asset Management (Europe)
United Kingdom
$2.83M
CBTWT
943
Community Bank & Trust (Waco, Texas)
Texas
$2.82M -$128K -4,209 -4%
CA
944
Clearstead Advisors
Ohio
$2.82M +$35K +1,150 +1%
NSEDCP
945
NJ State Employees Deferred Compensation Plan
New Jersey
$2.8M
ECM
946
EagleClaw Capital Management
Massachusetts
$2.8M +$420K +13,800 +17%
PP
947
PagnatoKarp Partners
Virginia
$2.78M +$39.1K +1,284 +1%
MA
948
MUFG Americas
New York
$2.78M -$13.8K -454 -0.5%
1SB
949
1ST Source Bank
Indiana
$2.75M +$31.4K +1,032 +1%
WIM
950
Wittenberg Investment Management
Massachusetts
$2.75M

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.