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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
BTW
1301
Boston Trust Walden
Massachusetts
$976K
CBN
1302
Cadence Bank NA
Texas
$976K +$126K +4,148 +14%
AIM
1303
Aspen Investment Management
Michigan
$971K +$15.2K +500 +2%
LDB
1304
Lee, Danner & Bass
Tennessee
$970K -$238K -7,819 -19%
OIA
1305
Optimum Investment Advisors
Illinois
$969K +$54.8K +1,800 +6%
SCA
1306
Stonebridge Capital Advisors
Minnesota
$968K +$216K +7,081 +27%
VCAM
1307
Van Cleef Asset Management
Ohio
$966K -$116K -3,820 -10%
RA
1308
RFG Advisory
Alabama
$963K +$115K +3,775 +13%
CAM
1309
Covenant Asset Management
New Jersey
$960K +$9.26K +304 +0.9%
AL
1310
Aspiriant LLC
California
$955K -$3.05K -100 -0.3%
CGL
1311
Clarius Group LLC
Washington
$954K +$460K +15,092 +87%
HWA
1312
Heritage Wealth Advisors
Virginia
$949K
PAG
1313
Pinnacle Advisory Group
Maryland
$949K +$265K +8,704 +37%
LSAG
1314
Lake Street Advisors Group
New Hampshire
$946K -$392K -12,860 -29%
VC
1315
Vicus Capital
Pennsylvania
$944K -$20.8K -684 -2%
PFM
1316
Parsec Financial Management
North Carolina
$943K +$40.2K +1,321 +4%
MMHP
1317
Murphy Middleton Hinkle & Parker
Georgia
$940K +$61 +2 +0%
GCM
1318
Gladius Capital Management
Illinois
$939K -$298K -9,779 -23%
MHIC
1319
Marble Harbor Investment Counsel
Massachusetts
$938K
SAM
1320
Sawgrass Asset Management
Florida
$935K -$53.9K -1,770 -5%
EM
1321
Excalibur Management
Massachusetts
$931K -$160K -5,250 -14%
OPCM
1322
Osborne Partners Capital Management
California
$930K -$12.2K -399 -1%
PAMG
1323
Patton Albertson Miller Group
Tennessee
$929K -$50.9K -1,671 -4%
HH
1324
Hilltop Holdings
Texas
$929K +$166K +5,443 +21%
BC
1325
Burleson & Co
California
$928K -$9.14K -300 -0.9%

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.