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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
EPFB
151
Employees Provident Fund Board
Malaysia
$132M -$1.79M -58,900 -1%
ASC
152
Atalanta Sosnoff Capital
New York
$132M -$815K -26,767 -0.6%
WRF
153
Waddell & Reed Financial
Kansas
$128M -$13M -425,741 -9%
Millennium Management
154
Millennium Management
New York
$122M +$98.3M +3,227,923 +353%
BCM
155
Bridgeway Capital Management
Texas
$121M -$305K -10,000 -0.2%
NIPH
156
NN Investment Partners Holdings
Netherlands
$119M -$5.55M -182,260 -4%
FWIA
157
Fort Washington Investment Advisors
Ohio
$115M -$1.4M -46,032 -1%
PI
158
PineBridge Investments
New York
$113M +$19.2M +629,671 +20%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$110M +$61.8M +2,029,461 +120%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$109M -$7.95M -261,038 -7%
FI
161
Focused Investors
California
$109M +$12.5M +410,300 +13%
SCM
162
Shapiro Capital Management
Georgia
$109M -$2.09M -68,575 -2%
H
163
Hexavest
Quebec, Canada
$107M +$25.4M +832,984 +30%
AIM
164
Artemis Investment Management
United Kingdom
$106M +$13.4M +440,054 +14%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$105M -$66.5M -2,181,855 -38%
BIP
166
Brandes Investment Partners
California
$105M -$2.16M -70,788 -2%
AQR Capital Management
167
AQR Capital Management
Connecticut
$103M +$53.4K +1,752 +0.1%
CA
168
Cortland Advisers
Delaware
$103M -$8.32M -273,087 -7%
AL
169
Appaloosa LP
New Jersey
$99.7M -$118M -3,860,432 -53%
SCM
170
Smead Capital Management
Arizona
$98.8M -$2.61M -85,785 -2%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$97.3M -$7.63M -250,500 -7%
SB
172
Suntrust Banks
Georgia
$97.1M -$788K -25,866 -0.8%
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
$96.3M +$23M +756,498 +30%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$96.2M +$4.01M +131,644 +4%
AIG
175
American International Group
New York
$96.1M +$4.79M +157,140 +5%

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.