We are live on ! Find out more
BAC icon

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
CAM
951
Chou Associates Management
Ontario, Canada
$2.75M +$2.84M +93,376 New
BPM
952
Bowling Portfolio Management
Ohio
$2.74M -$5.3M -173,985 -65%
LCP
953
Legacy Capital Partners
Wisconsin
$2.73M +$202K +6,620 +8%
FMBTD
954
First Midwest Bank Trust Division
Illinois
$2.73M +$205K +6,722 +8%
OSNBOA
955
Old Second National Bank of Aurora
Illinois
$2.72M -$24.4K -801 -0.9%
MM
956
Meridian Management
Arkansas
$2.72M -$22.8K -750 -0.8%
PMG
957
ProVise Management Group
Florida
$2.69M -$92.5K -3,036 -3%
ED
958
Exane Derivatives
France
$2.68M +$754K +24,767 +37%
MOS
959
MGO One Seven
Ohio
$2.67M +$2.77M +90,801 New
MHS
960
M Holdings Securities
Oregon
$2.67M -$51.1K -1,678 -2%
SSB
961
Sandy Spring Bank
Maryland
$2.66M -$134K -4,385 -5%
SC
962
Sovarnum Capital
New York
$2.65M +$172K +5,652 +7%
CIM
963
CIM Investment Management
Pennsylvania
$2.63M +$395K +12,985 +17%
CIC
964
Cornercap Investment Counsel
Georgia
$2.63M +$118K +3,876 +5%
CCWA
965
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M -$10.1K -333 -0.4%
FTI
966
Fiduciary Trust International
Massachusetts
$2.61M +$4.54K +149 +0.2%
NRS
967
Neville Rodie & Shaw
New York
$2.6M +$23K +755 +0.9%
BO
968
Bank OZK
Arkansas
$2.57M -$35.4K -1,163 -1%
BMC
969
Beaton Management Company
Massachusetts
$2.57M +$9.47K +311 +0.4%
BIG
970
Boothe Investment Group
Delaware
$2.54M +$77.5K +2,543 +3%
HB
971
Homrich & Berg
Georgia
$2.54M +$314K +10,301 +14%
HAI
972
Hennessy Advisors Inc
California
$2.53M +$60.9K +2,000 +2%
MVA
973
Mount Vernon Associates
Maryland
$2.53M -$30.5K -1,000 -1%
CCP
974
Corient Capital Partners
California
$2.53M
CB
975
Chemical Bank
Michigan
$2.51M -$12.5K -409 -0.5%

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.