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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
AWMG
1776
Alliance Wealth Management Group
New Jersey
$267K
NCM
1777
Nelson Capital Management
California
$267K +$3.14K +103 +1%
SNT
1778
Security National Trust
West Virginia
$266K -$228K -7,474 -45%
LCC
1779
Lincoln Capital Corp
Rhode Island
$266K -$12.2K -399 -4%
CFA
1780
Cahill Financial Advisors
Minnesota
$266K +$152 +5 +0.1%
ALIONA
1781
Allianz Life Insurance of North America
Minnesota
$263K -$183 -6 -0.1%
SWMG
1782
Sanchez Wealth Management Group
Florida
$263K +$1.22K +40 +0.5%
LFA
1783
Legacy Financial Advisors
Kentucky
$260K -$4.78K -157 -2%
CW
1784
Cobiz Wealth
Colorado
$259K -$72.2K -2,369 -21%
TC
1785
Trust Company
Kansas
$259K -$9.75K -320 -4%
GTAM
1786
Global Trust Asset Management
Florida
$258K -$131K -4,299 -33%
MCIA
1787
Mountain Capital Investment Advisors
Colorado
$258K +$267K +8,764 New
BCM
1788
Becker Capital Management
Oregon
$257K +$266K +8,736 New
TAIM
1789
TD Ameritrade Investment Management
Nebraska
$256K +$196K +6,449 +288%
CJA
1790
C-J Advisory
California
$255K -$2.25K -74 -0.8%
WTFG
1791
Wells Trecaso Financial Group
Ohio
$255K +$11.3K +372 +4%
HFA
1792
Huber Financial Advisors
Illinois
$251K +$30 +1 +0%
MFW
1793
Mosaic Family Wealth
Missouri
$251K +$61 +2 +0%
HAIM
1794
Hunter Associates Investment Management
Pennsylvania
$249K
PCFFS
1795
Pacific Center for Financial Services
California
$249K +$1.77K +58 +0.7%
SWA
1796
SFMG Wealth Advisors
Texas
$248K -$267K -8,777 -50%
NG
1797
Northstar Group
New York
$247K +$244 +8 +0.1%
GEA
1798
Glen Eagle Advisors
New Jersey
$246K +$30 +1 +0%
WP
1799
WealthShield Partners
North Carolina
$244K +$4.72K +155 +2%
AC
1800
Allstate Corporation
Illinois
$242K +$250K +8,208 New

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.