We are live on ! Find out more
BAC icon

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
RTS
1751
Round Table Services
New Jersey
$286K +$296K +9,715 New
HA
1752
Hamel Associates
New Jersey
$285K -$25.1K -825 -8%
PA
1753
Probity Advisors
Texas
$285K
AIA
1754
Allied Investment Advisors
Montana
$284K
PCMC
1755
Paragon Capital Management (Colorado)
Colorado
$282K -$7.49K -246 -3%
RPGK
1756
Retirement Planning Group (Kansas)
Kansas
$282K +$24.4K +800 +9%
HA
1757
Halsey Associates
Connecticut
$282K +$291K +9,557 New
BI
1758
Ballast Inc
Kentucky
$282K +$291K +9,562 New
FI
1759
Fosun International
China
$281K -$1.02M -33,600 -78%
DBT
1760
Dubuque Bank & Trust
Iowa
$278K -$5.45K -179 -2%
RHAM
1761
Round Hill Asset Management
California
$278K +$5.33K +175 +2%
MSA
1762
Marino Stram & Associates
Massachusetts
$278K +$18.9K +619 +7%
PIA
1763
Pinion Investment Advisors
Kansas
$277K +$18.9K +622 +7%
PMG
1764
Private Management Group
California
$276K -$54.3K -1,784 -16%
B
1765
Brightworth
Georgia
$276K +$6.97K +229 +3%
BCM
1766
Boltwood Capital Management
California
$275K
SIC
1767
Sigma Investment Counselors
Michigan
$274K -$22.6K -743 -7%
GWS
1768
Glassman Wealth Services
Virginia
$274K -$1.34K -44 -0.5%
RW
1769
REDW Wealth
New Mexico
$274K
CNB
1770
Camden National Bank
Maine
$273K -$5.82K -191 -2%
BCM
1771
Breiter Capital Management
Florida
$273K -$5.3K -174 -2%
EAM
1772
Evanson Asset Management
California
$273K -$1.43K -47 -0.5%
PWMAG
1773
Pinnacle Wealth Management Advisory Group
New Jersey
$272K +$281K +9,223 New
FTC
1774
Farmers Trust Company
Ohio
$270K
PFSC
1775
Peoples Financial Services Corp
Pennsylvania
$269K

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.