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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
MWM
1176
Modera Wealth Management
New Jersey
$1.44M +$17.7K +580 +1%
SAMC
1177
Spectrum Asset Management (California)
California
$1.43M +$1.48M +48,663 New
ADL
1178
Asset Dedication LLC
California
$1.41M -$49.2K -1,616 -3%
QT
1179
Quantbot Technologies
New York
$1.41M -$484K -15,886 -25%
EWA
1180
Exencial Wealth Advisors
Oklahoma
$1.4M -$44.8K -1,472 -3%
IA
1181
IFG Advisory
Georgia
$1.4M -$13.4K -440 -0.9%
BJL
1182
Brighton Jones LLC
Washington
$1.4M -$1.13K -37 -0.1%
FNBT
1183
FineMark National Bank & Trust
Florida
$1.4M -$304K -9,966 -17%
MC
1184
Mathes Company
New York
$1.39M +$25.9K +850 +2%
MSAM
1185
Moloney Securities Asset Management
Missouri
$1.39M +$13.2K +432 +0.9%
NFG
1186
Next Financial Group
Texas
$1.39M -$286K -9,375 -17%
BFG
1187
Bouchey Financial Group
New York
$1.38M
LWS
1188
Lucia Wealth Services
California
$1.38M -$135K -4,447 -9%
TCOV
1189
Trust Company of Vermont
Vermont
$1.35M +$15.5K +510 +1%
BFM
1190
Boothbay Fund Management
New York
$1.35M +$431K +14,150 +45%
GA
1191
Geller Advisors
New York
$1.35M
SBH
1192
Segall Bryant & Hamill
Illinois
$1.35M -$231K -7,587 -14%
SOAMC
1193
Spirit of America Management Corp
New York
$1.35M
SFSG
1194
Stearns Financial Services Group
North Carolina
$1.34M -$59.5K -1,955 -4%
SC
1195
Schulhoff & Co
Ohio
$1.34M -$30K -985 -2%
GBT
1196
Grove Bank & Trust
Florida
$1.34M -$5.27K -173 -0.4%
EWA
1197
EP Wealth Advisors
California
$1.34M +$868K +28,487 +168%
FNBTCON
1198
First National Bank & Trust Co of Newtown
Pennsylvania
$1.34M -$20.5K -672 -1%
DTL
1199
Dynamic Technology Lab
Singapore
$1.33M -$844K -27,697 -38%
FFA
1200
First Foundation Advisors
California
$1.33M -$39.6K -1,301 -3%

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.