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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
CIC
1051
Canal Insurance Company
South Carolina
$2.06M +$1.07M +35,000 +100%
CDH
1052
Charles D. Hyman
$2.06M -$3.05K -100 -0.1%
ZIC
1053
ZWJ Investment Counsel
Georgia
$2.05M -$3.81K -125 -0.2%
BBI
1054
Baxter Bros Inc
Connecticut
$2.04M +$57.8K +1,898 +3%
PBT
1055
Pictet Bank & Trust
Bahamas
$2.03M -$152K -5,000 -7%
AC
1056
Abbrea Capital
California
$2.03M +$42.7K +1,403 +2%
HIC
1057
Holderness Investments Company
North Carolina
$2.02M +$202K +6,618 +11%
NL
1058
NWAM LLC
Washington
$2M -$105K -3,440 -5%
HC
1059
Hourglass Capital
Texas
$2M -$1.22M -40,000 -37%
JWBC
1060
J.W. Burns & Co
New York
$1.99M +$23.6K +774 +1%
HWA
1061
HCR Wealth Advisors
California
$1.98M -$22.1K -724 -1%
AAA
1062
Adams Asset Advisors
Texas
$1.98M
AWM
1063
Avior Wealth Management
Nebraska
$1.98M +$510K +16,751 +33%
KJHP
1064
K.J. Harrison & Partners
Ontario, Canada
$1.98M -$609K -20,000 -23%
DWT
1065
Dorsey & Whitney Trust
South Dakota
$1.97M +$170K +5,569 +9%
DWA
1066
Douglass Winthrop Advisors
New York
$1.95M -$38.8K -1,273 -2%
HCM
1067
Highlander Capital Management
New Jersey
$1.94M -$91.4K -3,000 -4%
AAS
1068
Annex Advisory Services
Wisconsin
$1.94M +$160K +5,238 +9%
CMTU
1069
Capital Markets Trading (UK)
United Kingdom
$1.94M +$645K +21,192 +47%
BC
1070
Burney Company
Virginia
$1.94M +$27.7K +908 +1%
IP
1071
Intellectus Partners
California
$1.93M -$2.38K -78 -0.1%
CSM
1072
CAMG Solamere Management
North Carolina
$1.93M -$176K -5,764 -8%
FCH
1073
Freestone Capital Holdings
Washington
$1.93M -$239K -7,834 -11%
NL
1074
NVWM LLC
Pennsylvania
$1.93M +$194K +6,354 +11%
LFAS
1075
Level Four Advisory Services
Texas
$1.93M -$1.01M -33,118 -34%

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.