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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
US Bancorp
126
US Bancorp
Minnesota
$184M +$1.26M +41,354 +0.7%
PAM
127
Panagora Asset Management
Massachusetts
$182M -$111M -3,632,589 -37%
HP
128
Hosking Partners
United Kingdom
$175M -$630K -20,676 -0.3%
Fidelity International
129
Fidelity International
Bermuda
$172M -$30.2M -992,191 -14%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$172M +$112M +3,665,300 +169%
DnB Asset Management
131
DnB Asset Management
Norway
$170M -$11.6M -379,501 -6%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$170M -$17.9M -587,096 -9%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$167M +$54.2M +1,778,482 +46%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$162M -$21.8M -714,692 -12%
FMI
135
Factory Mutual Insurance
Massachusetts
$161M
AG
136
Aperio Group
California
$161M +$4.62M +151,740 +3%
Stifel Financial
137
Stifel Financial
Missouri
$158M +$2.39M +78,329 +1%
GIA
138
Gateway Investment Advisers
Ohio
$157M +$2.07M +67,822 +1%
IVA
139
International Value Advisers
$154M -$4.7M -154,457 -3%
Brown Advisory
140
Brown Advisory
Maryland
$152M -$1.04M -34,075 -0.7%
SC
141
Sculptor Capital
New York
$151M -$59.7M -1,960,795 -28%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$149M +$1.12M +36,932 +0.7%
RCAMU
143
Rothschild & Co Asset Management US
Connecticut
$144M +$4.14M +135,989 +3%
LCS
144
Levin Capital Strategies
New York
$143M +$16.8M +549,986 +13%
LBA
145
Letko, Brosseau & Associates
Quebec, Canada
$142M -$6.1M -200,303 -4%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$141M -$13.3M -436,300 -8%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$140M +$9.42M +309,434 +7%
ACI
148
AMP Capital Investors
Australia
$138M -$4.64M -152,352 -3%
LC
149
Lourd Capital
California
$134M +$7.31K +240 +0%
CA
150
Commerzbank Aktiengesellschaft
Germany
$133M +$3.42M +112,219 +3%

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.