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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
WIM
1326
Westside Investment Management
California
$921K +$42.6K +1,400 +5%
NCM
1327
Novare Capital Management
North Carolina
$917K -$13.7K -450 -1%
YIA
1328
YHB Investment Advisors
Connecticut
$914K -$1.32M -43,373 -58%
ATFA
1329
All Terrain Financial Advisors
Minnesota
$910K +$97.5K +3,200 +11%
DIM
1330
DC Investments Management
Virginia
$905K +$935K +30,703 New
DI
1331
Diligent Investors
California
$903K -$15.2K -498 -2%
AFNAS
1332
American Financial Network Advisory Services
California
$903K +$930K +30,523 +25,019%
RCAG
1333
Rehmann Capital Advisory Group
Michigan
$902K +$23.1K +759 +3%
BIA
1334
Barry Investment Advisors
Massachusetts
$901K +$914 +30 +0.1%
PHK
1335
Point72 Hong Kong
Hong Kong
$899K +$929K +30,512 New
NB
1336
NBT Bank
New York
$897K +$24.4K +800 +3%
BFA
1337
Bragg Financial Advisors
North Carolina
$895K -$19.7K -647 -2%
YWP
1338
YorkBridge Wealth Partners
New York
$893K -$14.2K -467 -2%
WAM
1339
Wolverine Asset Management
Illinois
$892K -$14.1M -464,546 -94%
Group One Trading
1340
Group One Trading
Illinois
$889K -$1.81M -59,267 -66%
WC
1341
Whitney & Co
New York
$889K -$47.5K -1,559 -5%
AC
1342
Addison Capital
Pennsylvania
$887K
ACM
1343
Advent Capital Management
New York
$887K +$917K +30,110 New
SWK
1344
Stephen W. Kidder
$886K
CAMG
1345
CWA Asset Management Group
Florida
$885K -$127K -4,154 -12%
SHA
1346
Seneca House Advisors
Virginia
$878K -$37K -1,215 -4%
TSWM
1347
Triangle Securities Wealth Management
North Carolina
$877K -$1.22K -40 -0.1%
TCM
1348
Traynor Capital Management
Pennsylvania
$872K -$300K -9,862 -33%
DCM
1349
Dimension Capital Management
Florida
$871K +$60.9K +2,000 +7%
CWP
1350
Capital Wealth Planning
Florida
$871K +$414K +13,587 +85%

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.