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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
MTIM
1576
Marathon Trading Investment Management
Pennsylvania
$472K +$47.9K +1,572 +11%
BFO
1577
Biltmore Family Office
North Carolina
$470K -$67.1K -2,204 -12%
BWFA
1578
Baltimore-Washington Financial Advisors
Maryland
$470K -$12K -395 -2%
DWM
1579
Doyle Wealth Management
Florida
$469K -$30.4K -997 -6%
AIA
1580
Arbor Investment Advisors
North Carolina
$464K +$2.89K +95 +0.6%
USGIU
1581
U.S. Global Investors (USGI)
Texas
$461K +$476K +15,638 New
SKK
1582
Shepherd Kaplan Krochuk
Massachusetts
$460K
SFWA
1583
Summit Financial Wealth Advisors
Louisiana
$454K -$95.8K -3,145 -16%
BOS
1584
Bank of Stockton
California
$452K +$1.22K +40 +0.3%
BA
1585
Birinyi Associates
Connecticut
$449K -$15.2K -500 -3%
SCM
1586
Sterneck Capital Management
Missouri
$448K -$15.7K -517 -3%
AWA
1587
AmeriServ Wealth Advisors
Pennsylvania
$448K -$7.92K -260 -2%
SA
1588
Sicart Associates
New York
$448K
HL
1589
HeadInvest LLC
Maine
$447K +$64K +2,100 +16%
SIG
1590
Sky Investment Group
Connecticut
$446K +$18.3K +600 +4%
AP
1591
Atwood & Palmer
Missouri
$445K
BIMC
1592
Benson Investment Management Company
Virginia
$444K
PCP
1593
Proficio Capital Partners
Massachusetts
$443K +$40K +1,312 +10%
ICA
1594
Infrastructure Capital Advisors
New York
$442K -$152K -5,000 -25%
BCM
1595
Bayesian Capital Management
New York
$442K +$457K +15,000 New
FNBSF
1596
First National Bank Sioux Falls
South Dakota
$441K
PI
1597
Parkside Investments
Illinois
$441K +$457K +15,000 New
ACP
1598
Ashfield Capital Partners
California
$439K -$22.1K -725 -5%
HT
1599
Heritage Trust
Oklahoma
$439K +$2.8K +92 +0.6%
GEM
1600
Global Endowment Management
North Carolina
$439K +$51.8K +1,700 +13%

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.