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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
VFPI
1101
Vantage Financial Partners (Illinois)
Illinois
$1.74M
MA
1102
Mutual Advisors
Nebraska
$1.74M +$534K +17,517 +42%
LI
1103
Longer Investments
Arkansas
$1.73M -$87.6K -2,875 -5%
TRCT
1104
Tower Research Capital (TRC)
New York
$1.73M -$10.8M -355,148 -86%
CAL
1105
Capital Analysts LLC
Pennsylvania
$1.73M +$49.9K +1,640 +3%
PCA
1106
Personal Capital Advisors
California
$1.73M +$383K +12,575 +27%
PAM
1107
Pegasus Asset Management
New York
$1.72M -$12.5K -412 -0.7%
MRCM
1108
M&R Capital Management
New Jersey
$1.72M +$404K +13,278 +29%
CIC
1109
Carnegie Investment Counsel
Ohio
$1.72M -$9.2K -302 -0.5%
AG
1110
AlphaSimPlex Group
Massachusetts
$1.72M +$21.5K +706 +1%
CAM
1111
Columbia Asset Management
Michigan
$1.72M -$104K -3,399 -6%
NIS
1112
National Investment Services
Wisconsin
$1.71M -$218K -7,144 -11%
HCMNY
1113
Howard Capital Management (New York)
New York
$1.71M +$1.33M +43,584 +298%
IAMOG
1114
Investors Asset Management of Georgia
Georgia
$1.7M +$9.14K +300 +0.5%
PVWM
1115
Point View Wealth Management
New Jersey
$1.69M +$84.9K +2,786 +5%
OFW
1116
Omnia Family Wealth
Florida
$1.68M +$305 +10 +0%
BAM
1117
Belpointe Asset Management
Nevada
$1.68M +$374K +12,278 +27%
PCM
1118
Parsons Capital Management
Rhode Island
$1.68M -$49.3K -1,619 -3%
IMOV
1119
Investment Management of Virginia
Virginia
$1.67M -$123K -4,040 -7%
AAM
1120
AR Asset Management
California
$1.66M -$16K -524 -0.9%
BW
1121
Bison Wealth
Georgia
$1.66M +$88.3K +2,899 +5%
BWM
1122
Buckley Wealth Management
Nevada
$1.66M +$4.72K +155 +0.3%
MC
1123
Martin & Co
Tennessee
$1.65M -$3.05K -100 -0.2%
CAN
1124
Claraphi Advisory Network
United States
$1.65M +$3.05K +100 +0.2%
IIA
1125
IPG Investment Advisors
California
$1.63M -$826K -27,111 -33%

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.