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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
HCM
1501
HMS Capital Management
Tennessee
$565K +$584K +19,175 New
EF
1502
Empirical Finance
Pennsylvania
$558K +$64K +2,100 +12%
Jones Financial Companies
1503
Jones Financial Companies
Missouri
$556K +$81.6K +2,679 +17%
BMM
1504
Buffington Mohr McNeal
Idaho
$555K +$7.61K +250 +1%
AWA
1505
ARS Wealth Advisors
Florida
$554K -$17.8K -586 -3%
FCMT
1506
Founders Capital Management (Texas)
Texas
$554K
FPFS
1507
First Personal Financial Services
North Carolina
$553K -$10.7K -350 -2%
PHS
1508
Pekin Hardy Strauss
Illinois
$550K
SWM
1509
Segment Wealth Management
Texas
$550K +$457 +15 +0.1%
JCM
1510
Janney Capital Management
Pennsylvania
$550K +$10.2K +336 +2%
BI
1511
Bramshill Investments
Florida
$549K +$20.5K +673 +4%
DAS
1512
Dynamic Advisor Solutions
Arizona
$548K +$34.7K +1,140 +7%
BMC
1513
Benin Management Corp
Connecticut
$544K +$91 +3 +0%
RA
1514
Rational Advisors
New York
$540K -$653K -21,430 -54%
JIP
1515
Jaffetilchin Investment Partners
Florida
$540K -$277K -9,107 -33%
SAA
1516
Southeast Asset Advisors
Georgia
$539K +$640 +21 +0.1%
GC
1517
Gratus Capital
Georgia
$538K +$74.4K +2,444 +15%
MWM
1518
Mission Wealth Management
California
$537K -$357K -11,718 -39%
TC
1519
Truvestments Capital
Florida
$537K -$22.7K -746 -4%
CC
1520
Cedar Capital
Illinois
$536K +$79.5K +2,610 +17%
QC
1521
QCM Cayman
Texas
$532K +$550K +18,074 New
FP
1522
Factorial Partners
New York
$530K +$518K +17,000 +1,700%
FC
1523
FCA Corp
Texas
$530K
RVPG
1524
Relative Value Partners Group
$530K
GCP
1525
GSA Capital Partners
United Kingdom
$530K +$237K +7,797 +77%

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.