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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
WWMSC
1526
Wagner Wealth Management (South Carolina)
South Carolina
$529K +$3.75K +123 +0.7%
ZB
1527
Zions Bancorporation
Utah
$528K +$546K +17,930 New
BO
1528
BRR OpCo
Ohio
$527K -$5K -164 -0.9%
TSS
1529
Two Sigma Securities
New York
$526K -$872K -28,631 -62%
KTC
1530
Kistler-Tiffany Companies
Pennsylvania
$525K -$6.15K -202 -1%
DE
1531
Day & Ennis
Georgia
$525K +$1.13K +37 +0.2%
GCA
1532
Gradient Capital Advisors
California
$525K +$1.28K +42 +0.2%
WPW
1533
Winthrop Partners - WNY
New York
$524K
LIM
1534
Leavell Investment Management
Alabama
$522K +$7.67K +252 +1%
CCP
1535
Cardan Capital Partners
Colorado
$521K
IHL
1536
Investment House LLC
California
$521K +$61 +2 +0%
CCIA
1537
Campbell & Co Investment Adviser
Maryland
$521K +$539K +17,700 New
CIM
1538
Confluence Investment Management
Missouri
$517K -$158K -5,202 -23%
GCAC
1539
Guardian Capital Advisors (Canada)
Ontario, Canada
$516K +$9.99K +328 +2%
EP
1540
Edgestream Partners
New Jersey
$515K -$351K -11,514 -40%
FMB
1541
Field & Main Bank
Kentucky
$515K
ISB
1542
Iowa State Bank
Iowa
$515K
KPCM
1543
Kings Point Capital Management
New York
$515K +$3.05K +100 +0.6%
EFSCE
1544
Enterprise Financial Services Corp (EFSC)
Missouri
$513K +$12.4K +408 +2%
DWM
1545
Dynasty Wealth Management
Florida
$512K +$529K +17,381 New
EWM
1546
Empirical Wealth Management
Washington
$511K -$94.8K -3,113 -15%
SC
1547
SRB Corp
Massachusetts
$511K
DJSG
1548
D.J. St. Germain
Massachusetts
$511K +$365 +12 +0.1%
BCA
1549
Bay Colony Advisors
Massachusetts
$511K +$242K +7,931 +84%
TFA
1550
Toth Financial Advisory
Virginia
$510K +$61 +2 +0%

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.