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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
OPTFSNA
1251
Old Point Trust & Financial Services N A
Virginia
$1.12M
CL
1252
Choreo LLC
Illinois
$1.12M -$881K -28,926 -43%
WCA
1253
Westover Capital Advisors
Delaware
$1.12M +$298K +9,769 +35%
RIA
1254
Regal Investment Advisors
Michigan
$1.11M -$379K -12,450 -25%
CWM
1255
Chesapeake Wealth Management
Virginia
$1.11M +$314K +10,303 +38%
PG
1256
Proffitt & Goodson
Tennessee
$1.1M -$54.2K -1,781 -5%
HTC
1257
Haverford Trust Company
Pennsylvania
$1.1M +$18.3K +602 +2%
AIC
1258
Ayalon Insurance Company
Israel
$1.09M
LGWM
1259
Litman Gregory Wealth Management
California
$1.09M
SM
1260
Sciencast Management
New Jersey
$1.09M +$1.24M +40,770 New
CWM
1261
Connecticut Wealth Management
Connecticut
$1.09M
MA
1262
Marshwinds Advisory
Georgia
$1.09M +$1.07K +35 +0.1%
DLG
1263
Daniel L. Goodwin
$1.08M
SFSIG
1264
San Francisco Sentry Investment Group
California
$1.08M +$92.2K +3,028 +9%
GP
1265
Girard Partners
Pennsylvania
$1.08M -$197K -6,460 -15%
KC
1266
Kingfisher Capital
North Carolina
$1.08M -$47.8K -1,570 -4%
NEPWA
1267
New England Private Wealth Advisors
Massachusetts
$1.07M -$54.5K -1,791 -5%
PAS
1268
Partnervest Advisory Services
California
$1.07M +$115K +3,790 +12%
SFA
1269
Sequoia Financial Advisors
Ohio
$1.07M -$194K -6,360 -15%
AAF
1270
Andra AP-fonden
Sweden
$1.06M -$905K -29,700 -45%
CAG
1271
Csenge Advisory Group
Florida
$1.06M -$124K -4,062 -9%
SAM
1272
Shamrock Asset Management
Texas
$1.06M
ST
1273
Spinnaker Trust
Maine
$1.05M -$25.1K -823 -2%
ACG
1274
Allen Capital Group
Nebraska
$1.05M +$43.9K +1,441 +4%
RWA
1275
Ropes Wealth Advisors
Massachusetts
$1.05M +$240K +7,885 +28%

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.