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
AA
1026
Altman Advisors
Illinois
$2.17M +$2.24M +73,532 New
HAM
1027
Highstreet Asset Management
Ontario, Canada
$2.16M +$804K +26,407 +56%
IAM
1028
ICM Asset Management
Washington
$2.16M +$73.7K +2,420 +3%
LNC
1029
Lincoln National Corp
Pennsylvania
$2.15M +$114K +3,750 +5%
CSIC
1030
Clifford Swan Investment Counsel
California
$2.15M -$60.9K -2,000 -3%
TNB
1031
Thomasville National Bank
Georgia
$2.15M -$19.2K -632 -0.9%
TC
1032
Telemus Capital
Michigan
$2.15M +$146K +4,809 +7%
VFA
1033
Voya Financial Advisors
Connecticut
$2.14M +$307K +10,082 +16%
CBU
1034
CIBC Bank USA
Illinois
$2.14M +$69.4K +2,280 +3%
SRC
1035
Shufro Rose & Co
New York
$2.14M -$55.3K -1,815 -2%
S
1036
SignatureFD
Georgia
$2.13M -$301K -9,875 -12%
WAM
1037
Wealthspire Advisors (Maryland)
Maryland
$2.12M -$31.9K -1,047 -1%
VCM
1038
Vigilant Capital Management
Maine
$2.12M +$2.14M +70,172 +4,202%
CIAS
1039
Capital Investment Advisory Services
North Carolina
$2.1M -$67.8K -2,225 -3%
YMRC
1040
Yorktown Management & Research Company
Virginia
$2.09M
PCA
1041
Peddock Capital Advisors
Massachusetts
$2.09M +$23.9K +785 +1%
IUHSA
1042
Itau Unibanco Holding S.A.
Brazil
$2.09M -$290K -9,530 -12%
PIC
1043
PCJ Investment Counsel
Ontario, Canada
$2.09M +$940K +30,880 +77%
AT
1044
Arden Trust
Delaware
$2.08M +$211K +6,931 +11%
BBA
1045
BLB&B Advisors
Pennsylvania
$2.08M -$416K -13,661 -16%
WCM
1046
Washington Capital Management
Washington
$2.08M -$57.9K -1,900 -3%
VWA
1047
V Wealth Advisors
Kansas
$2.08M +$2.15M +70,532 New
LI
1048
Lafayette Investments
Maryland
$2.08M -$12.2K -399 -0.6%
HT
1049
HAP Trading
New York
$2.07M -$4.11M -134,983 -66%
CPA
1050
Court Place Advisors
Maryland
$2.07M

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.