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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
CBA
1351
Coastal Bridge Advisors
Connecticut
$870K +$4.69K +154 +0.5%
FC
1352
Forte Capital
New York
$870K +$21.5K +706 +2%
IIM
1353
Intact Investment Management
Quebec, Canada
$869K -$140K -4,600 -13%
ECM
1354
Evergreen Capital Management
Washington
$865K +$24.1K +791 +3%
ST
1355
Smithfield Trust
Pennsylvania
$864K +$11.5K +378 +1%
PCM
1356
Palisade Capital Management
New Jersey
$862K -$30.5K -1,000 -3%
MLIC
1357
Mandatum Life Insurance Company
Finland
$862K
AFP
1358
Ausdal Financial Partners
Iowa
$854K -$3.69K -121 -0.4%
GH
1359
GAM Holding
Switzerland
$850K -$229K -7,506 -21%
BBWA
1360
Bell & Brown Wealth Advisors
California
$847K +$105K +3,449 +13%
FC
1361
Ferris Capital
Massachusetts
$843K -$17.5K -574 -2%
CL
1362
CPWM LLC
Washington
$837K +$6.09K +200 +0.7%
QCG
1363
Quadrant Capital Group
Ohio
$832K +$20.3K +666 +2%
BA
1364
Broadview Advisors
Wisconsin
$829K
CICI
1365
Capital Investment Counsel Inc
North Carolina
$826K -$298K -9,772 -26%
WA
1366
Wealth Architects
California
$823K +$22.6K +741 +3%
MF
1367
Magnetar Financial
Illinois
$822K +$850K +27,915 New
SGAM
1368
Steinberg Global Asset Management
Florida
$815K -$38.3K -1,259 -4%
WCAMG
1369
Woodard & Company Asset Management Group
North Carolina
$812K -$731 -24 -0.1%
KF
1370
Krilogy Financial
Missouri
$806K +$13.2K +433 +2%
SC
1371
Sawyer & Company
Massachusetts
$802K
RCM
1372
RB Capital Management
Nevada
$796K -$281K -9,210 -25%
AC
1373
Argentiere Capital
Switzerland
$795K -$3.89M -127,847 -83%
HGWM
1374
Harvest Group Wealth Management
Massachusetts
$793K +$579 +19 +0.1%
CAM
1375
Cubic Asset Management
Massachusetts
$792K -$15.2K -500 -2%

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.