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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
LNB
1401
Ledyard National Bank
$737K -$3.05K -100 -0.4%
MYIA
1402
Mount Yale Investment Advisors
Colorado
$736K -$281K -9,223 -26%
GKWIM
1403
Gerber Kawasaki Wealth & Investment Management
California
$729K -$124K -4,075 -14%
KA
1404
Kovack Advisors
Florida
$728K -$82.9K -2,721 -10%
MC
1405
Miles Capital
Iowa
$725K +$72.7K +2,388 +11%
LIM
1406
Lathrop Investment Management
Arkansas
$724K +$18.6K +612 +3%
MWP
1407
MYCIO Wealth Partners
Pennsylvania
$723K +$152 +5 +0%
FPCP
1408
Fort Point Capital Partners
California
$719K +$414K +13,581 +125%
WA
1409
WealthTrust Axiom
Pennsylvania
$718K +$71.3K +2,342 +11%
BGDI
1410
BW Gestao de Investimentos
Brazil
$715K -$3.07M -100,736 -81%
RMDI
1411
R.M. Davis Inc
Maine
$714K +$249K +8,180 +51%
JFL
1412
Jarislowsky, Fraser Ltd
Quebec, Canada
$713K +$169K +5,556 +27%
KBG
1413
Kahn Brothers Group
New York
$711K -$60.9K -2,000 -8%
WG
1414
Winton Group
United Kingdom
$709K +$45.2K +1,485 +7%
IWA
1415
Inspirion Wealth Advisors
Illinois
$707K
CCB
1416
Cutter & Co Brokerage
Missouri
$705K -$31.9K -1,046 -4%
MGIA
1417
Moneta Group Investment Advisors
Missouri
$703K -$141K -4,622 -16%
CIA
1418
Choate Investment Advisors
Massachusetts
$697K
MTCM
1419
Mint Tower Capital Management
Netherlands
$697K +$720K +23,650 New
TG
1420
TCW Group
California
$696K -$390K -12,820 -35%
AIA
1421
AIMZ Investment Advisors
California
$693K -$30.5K -1,000 -4%
LIA
1422
LBMC Investment Advisors
Tennessee
$689K +$37.8K +1,240 +6%
CCT
1423
Country Club Trust
Missouri
$688K -$2.28K -75 -0.3%
AOWM
1424
Alpha Omega Wealth Management
Virginia
$685K -$8.38K -275 -1%
KJWM
1425
Kiley Juergens Wealth Management
Washington
$685K +$25.3K +830 +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.