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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
SC
1126
Savant Capital
Illinois
$1.63M -$31.9K -1,046 -2%
KFA
1127
Kays Financial Advisory
Georgia
$1.62M -$30.1K -988 -2%
LJAC
1128
L.J. Altfest & Co
New York
$1.62M -$32.8K -1,078 -2%
AWM
1129
Altium Wealth Management
New York
$1.61M +$153K +5,014 +10%
PC
1130
Port Capital
Illinois
$1.61M -$2.86K -94 -0.2%
BCM
1131
Buckhead Capital Management
Georgia
$1.61M
CRC
1132
Curi RMB Capital
Illinois
$1.61M +$226K +7,433 +16%
JT
1133
Jump Trading
Illinois
$1.61M +$1.34M +43,900 +412%
MCM
1134
Murphy Capital Management
New Jersey
$1.59M +$485K +15,921 +42%
PWAP
1135
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.59M +$25.7K +845 +2%
MPAM
1136
Murphy Pohlad Asset Management
Minnesota
$1.58M -$22.8K -750 -1%
BIM
1137
Beach Investment Management
Pennsylvania
$1.58M -$435K -14,270 -21%
AC
1138
Arjuna Capital
North Carolina
$1.58M -$797K -26,177 -33%
PPSG
1139
Princeton Portfolio Strategies Group
New Jersey
$1.58M -$9.14K -300 -0.6%
QCM
1140
Quadrant Capital Management
New Jersey
$1.58M +$340K +11,152 +26%
DM
1141
Delphi Management
Massachusetts
$1.58M +$1.35M +44,360 +485%
CTA
1142
Colonial Trust Advisors
South Carolina
$1.57M +$29.6K +973 +2%
HJA
1143
Hugh Johnson Advisors
New York
$1.57M +$6.03K +198 +0.4%
OCM
1144
Orser Capital Management
Texas
$1.56M -$99K -3,250 -6%
SSW
1145
Smith Shellnut Wilson
Mississippi
$1.55M +$1.61M +52,712 New
TWI
1146
Thomas White International
Illinois
$1.54M -$34.1K -1,120 -2%
IWA
1147
IBEX Wealth Advisors
New Jersey
$1.54M +$76.1K +2,500 +5%
AAP
1148
Aristotle Atlantic Partners
Florida
$1.54M +$125K +4,094 +4%
EF
1149
Exeter Financial
Arizona
$1.52M +$62.8K +2,061 +4%
SS
1150
Simplicity Solutions
Minnesota
$1.52M +$750K +24,619 +91%

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.