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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
CFD
1676
Creative Financial Designs
Indiana
$365K +$17.2K +564 +5%
AHC
1677
Adell Harriman & Carpenter
Texas
$365K -$19.9K -654 -5%
AB
1678
Atlas Brown
Kentucky
$364K +$12.2K +402 +3%
SFI
1679
SPC Financial Inc
Maryland
$362K -$73.1K -2,400 -16%
CA
1680
Continuum Advisory
Idaho
$362K -$41.1K -1,350 -10%
HCA
1681
Heck Capital Advisors
Wisconsin
$362K -$21.3K -700 -5%
DAC
1682
Dividend Assets Capital
South Carolina
$361K -$210K -6,894 -36%
CAM
1683
Claret Asset Management
Quebec, Canada
$361K +$31.9K +1,047 +9%
PFA
1684
Pure Financial Advisors
California
$358K +$370K +12,137 New
HCC
1685
Hirtle Callaghan & Co
Pennsylvania
$354K
MWM
1686
Merriman Wealth Management
Washington
$354K
SMH
1687
Sanders Morris Harris
Texas
$354K
PCM
1688
Pointe Capital Management
Michigan
$354K +$55.7K +1,829 +18%
ACA
1689
Ackerman Capital Advisors
Texas
$354K +$365K +12,000 New
TCM
1690
Tradewinds Capital Management
Washington
$353K -$7.28K -239 -2%
MIH
1691
Meitav Investment House
Israel
$351K +$128K +4,200 +56%
RFA
1692
Reilly Financial Advisors
California
$350K +$105K +3,440 +41%
SCP
1693
Syntal Capital Partners
Texas
$349K -$3.26K -107 -0.9%
SICM
1694
Sustainable Insight Capital Management
New York
$348K -$1.51M -49,476 -81%
GAM
1695
Gemmer Asset Management
California
$342K -$2.98K -98 -0.8%
SFM
1696
Signature Financial Management
Virginia
$340K -$22.9K -751 -6%
WPW
1697
Waldron Private Wealth
Pennsylvania
$340K +$13K +428 +4%
GA
1698
Gateway Advisory
New Jersey
$337K -$16K -526 -4%
MPIA
1699
Mountain Pacific Investment Advisers
Idaho
$337K
CHAM
1700
Clear Harbor Asset Management
Connecticut
$336K

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.