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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
WPSG
1626
Wealth & Pension Services Group
Georgia
$414K +$1.28K +42 +0.3%
JC
1627
Jacobs & Co
California
$413K
HCM
1628
Horan Capital Management
Maryland
$412K -$337K -11,076 -44%
PIC
1629
Portland Investment Counsel
Ontario, Canada
$412K -$60.9K -2,000 -13%
CBT
1630
Capital Bank & Trust
California
$412K
TWM
1631
Titus Wealth Management
California
$411K -$53.1K -1,744 -11%
FNBOH
1632
First National Bank of Hutchinson
Kansas
$411K +$12.2K +399 +3%
LJHT
1633
Laurie J. Hall Trustee
$409K -$5.85K -192 -1%
ATC
1634
Adirondack Trust Company
New York
$409K +$187K +6,150 +79%
FVCM
1635
F&V Capital Management
Florida
$407K -$42.6K -1,400 -9%
RM
1636
Resource Management
Louisiana
$407K +$15.2K +499 +4%
SSP
1637
Sapphire Star Partners
Washington
$406K -$13.2K -432 -3%
CAM
1638
Close Asset Management
United Kingdom
$404K
BBP
1639
Banco BTG Pactual
Brazil
$403K +$416K +13,670 New
WIC
1640
Woodmont Investment Counsel
Tennessee
$399K +$72.4K +2,378 +21%
CHA
1641
Cooper/Haims Advisors
New York
$399K +$79.1K +2,598 +24%
KCPG
1642
Kavar Capital Partners Group
Kansas
$398K +$30 +1 +0%
MAA
1643
Mraz Amerine & Associates
California
$397K -$3.81K -125 -0.9%
WAOTB
1644
Wealth Advisors of Tampa Bay
Florida
$397K
UC
1645
Unio Capital
New Jersey
$396K -$62.4K -2,050 -13%
FPCG
1646
Fort Pitt Capital Group
Pennsylvania
$395K -$14K -460 -3%
SXL
1647
Summit X LLC
Missouri
$395K -$13.5K -444 -3%
LCM
1648
Logan Capital Management
Pennsylvania
$394K +$44.4K +1,458 +12%
BT
1649
Brandywine Trust
Delaware
$393K
MCP
1650
Mirador Capital Partners
California
$393K +$127K +4,175 +45%

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.