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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
NCM
976
Northstar Capital Management
New York
$2.5M
BP
977
Ballentine Partners
Massachusetts
$2.49M -$171K -5,608 -6%
WTB
978
Washington Trust Bank
Washington
$2.49M -$153K -5,034 -6%
CNBT
979
Canandaigua National Bank & Trust
New York
$2.48M -$56.6K -1,857 -2%
XS
980
XR Securities
Illinois
$2.48M -$898K -29,500 -26%
RMAM
981
Raab & Moskowitz Asset Management
New Jersey
$2.46M +$319K +10,470 +14%
SRAM
982
Stone Ridge Asset Management
New York
$2.44M
SFG
983
SevenBridge Financial Group
Pennsylvania
$2.44M -$15.8K -520 -0.6%
NFC
984
Northeast Financial Consultants
Connecticut
$2.44M +$1.87M +61,261 +286%
RG
985
Renaissance Group
Kentucky
$2.43M -$107K -3,524 -4%
ECM
986
Elgethun Capital Management
South Dakota
$2.42M -$59.9K -1,967 -2%
MCTIC
987
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.41M +$111K +3,650 +5%
LWAC
988
Laurel Wealth Advisors (California)
California
$2.4M +$662K +21,748 +36%
CAI
989
Capital Advisors Inc
Oklahoma
$2.37M -$306K -10,032 -11%
PL
990
Plancorp LLC
Missouri
$2.37M -$159K -5,217 -6%
HCM
991
Hudson Capital Management
New Jersey
$2.37M +$12.9K +425 +0.5%
RG
992
Rikoon Group
New Mexico
$2.37M +$915K +30,041 +60%
EGA
993
E&G Advisors
Texas
$2.36M
WTC
994
WhitTier Trust Company
Nevada
$2.35M -$53.6K -1,760 -2%
EWM
995
Evercore Wealth Management
New York
$2.34M -$29.7K -975 -1%
MSFP
996
Mark Sheptoff Financial Planning
Connecticut
$2.34M +$127K +4,164 +6%
ACM
997
Avalon Capital Management
California
$2.33M +$2.41M +79,096 New
AF
998
Advisornet Financial
Minnesota
$2.32M +$4.54K +149 +0.2%
CWM
999
Concentric Wealth Management
California
$2.31M -$44K -1,445 -2%
CRIG
1000
Charter Research & Investment Group
Connecticut
$2.31M +$94.4K +3,100 +4%

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.