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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
MMG
1226
Monetary Management Group
Missouri
$1.21M +$30.5K +1,000 +3%
IWM
1227
IHT Wealth Management
Illinois
$1.21M -$601K -19,742 -33%
PWM
1228
Perigon Wealth Management
California
$1.21M +$996K +32,711 +398%
BAC
1229
Boys Arnold & Co
North Carolina
$1.2M -$71.5K -2,347 -5%
LWCFA
1230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.19M -$11.8K -387 -0.9%
MBTD
1231
Mechanics Bank - Trust Department
California
$1.19M +$899K +29,524 +270%
GAG
1232
GM Advisory Group
New York
$1.18M -$30.5K -1,000 -2%
BOC
1233
Barbara Oil Co
Illinois
$1.18M
GAMC
1234
Garner Asset Management Corp
Texas
$1.17M +$4.6K +151 +0.4%
ICM
1235
IMS Capital Management
Oregon
$1.16M -$8.62K -283 -0.7%
CG
1236
Colony Group
Massachusetts
$1.16M +$38.8K +1,273 +3%
FBC
1237
Fairfield, Bush & Co
Connecticut
$1.16M -$2.13K -70 -0.2%
DWM
1238
Dakota Wealth Management
Florida
$1.14M +$37.2K +1,223 +3%
Rockefeller Capital Management
1239
Rockefeller Capital Management
New York
$1.14M -$317K -10,398 -21%
NHC
1240
Nicholas Hoffman & Company
Georgia
$1.14M +$244 +8 +0%
FHA
1241
Flagship Harbor Advisors
Massachusetts
$1.13M -$121K -3,989 -9%
FMWA
1242
Forvis Mazars Wealth Advisors
Missouri
$1.13M -$41.5K -1,364 -3%
FNFDCM
1243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.13M +$103K +3,380 +10%
SLA
1244
Silver Lake Advisory
Utah
$1.13M -$2.62K -86 -0.2%
BB
1245
Busey Bank
Illinois
$1.13M -$12.4K -408 -1%
SFFS
1246
Stonehage Fleming Financial Services
Jersey
$1.13M
SS
1247
Sunbelt Securities
Texas
$1.13M -$21.3K -700 -2%
AF
1248
Allworth Financial
California
$1.13M +$162K +5,332 +16%
CFGS
1249
Concourse Financial Group Securities
Alabama
$1.13M +$1.16M +38,212 New
UWPG
1250
Ullmann Wealth Partners Group
Florida
$1.13M -$46.1K -1,513 -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.