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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
Citigroup
101
Citigroup
New York
$242M -$21.4M -702,366 -8%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$242M -$766K -25,157 -0.3%
SEI Investments
103
SEI Investments
Pennsylvania
$240M +$5.12M +168,211 +2%
GQG Partners
104
GQG Partners
Florida
$238M +$118M +3,875,378 +92%
O
105
OppenheimerFunds
New York
$235M +$10.4M +342,652 +4%
Nordea Investment Management
106
Nordea Investment Management
Sweden
$230M +$13.6M +445,270 +6%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$230M -$390M -12,798,845 -62%
Jennison Associates
108
Jennison Associates
New York
$229M -$27.2M -893,662 -10%
AGDR
109
AdamCapital Gestao de Recursos
Brazil
$227M +$11.3M +370,829 +5%
Federated Hermes
110
Federated Hermes
Pennsylvania
$227M +$88.4M +2,903,437 +61%
CCM
111
Causeway Capital Management
California
$226M +$15.4M +504,727 +7%
RJA
112
Raymond James & Associates
Florida
$224M +$9.48M +311,186 +4%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$220M -$2.08M -68,451 -0.9%
SSM
114
Sound Shore Management
Connecticut
$214M -$10.2M -336,395 -4%
KBC Group
115
KBC Group
Belgium
$213M +$6.74M +221,302 +3%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$206M +$14.5M +474,603 +7%
SO
117
STRS Ohio
Ohio
$204M -$14.5M -475,183 -6%
Canada Life
118
Canada Life
Manitoba, Canada
$203M -$43.2M -1,418,049 -17%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$199M -$155M -5,085,859 -43%
Calamos Advisors
120
Calamos Advisors
Illinois
$198M +$11.9M +390,788 +6%
Aviva
121
Aviva
United Kingdom
$197M -$5.71M -187,342 -3%
DCP
122
Darsana Capital Partners
New York
$191M
Swedbank
123
Swedbank
Sweden
$188M -$7.82M -256,824 -4%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$186M +$4.91M +161,061 +3%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$185M -$7.64M -250,741 -4%

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.