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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
PK
1801
Pflug Koory
Nebraska
$240K +$6.55K +215 +3%
MAS
1802
Managed Account Services
Florida
$239K +$18.3K +600 +8%
VWM
1803
Valley Wealth Managers
New Jersey
$239K +$247K +8,109 New
IC
1804
Inverness Counsel
New York
$237K +$245K +8,055 New
ESBC
1805
E.S. Barr & Co
Kentucky
$236K -$27.4K -900 -10%
SC
1806
Saturna Capital
Washington
$236K
VA
1807
Valmark Advisers
Ohio
$236K
NPF
1808
Norris Perne & French
Michigan
$235K +$4.17K +137 +2%
CCM
1809
Chickasaw Capital Management
Tennessee
$233K
AAIM
1810
Asset Advisors Investment Management
Georgia
$233K +$240K +7,895 New
ACP
1811
Aveo Capital Partners
Colorado
$232K -$6.97K -229 -3%
PI
1812
Pettee Investors
Connecticut
$230K
VHAM
1813
Van Hulzen Asset Management
California
$229K -$500K -16,413 -68%
MUS
1814
Mitsubishi UFJ Securities
Japan
$228K
TPW
1815
Tiller Private Wealth
Pennsylvania
$228K +$236K +7,740 New
LGC
1816
Laurel Grove Capital
California
$227K -$332K -10,900 -59%
WFG
1817
Wills Financial Group
Virginia
$227K -$36.5K -1,197 -13%
MCM
1818
Monument Capital Management
Virginia
$225K +$2.22K +73 +1%
IFS
1819
Ifrah Financial Services
Arkansas
$223K
AAM
1820
American Asset Management
Florida
$223K +$3.05K +100 +1%
CAC
1821
Certified Advisory Corp
Florida
$222K +$670 +22 +0.3%
CWA
1822
Clarus Wealth Advisors
Arizona
$222K +$1.83K +60 +0.8%
BC
1823
Barnett & Company
Tennessee
$221K
NCM
1824
Noesis Capital Mangement
Florida
$219K -$15.2K -500 -6%
MCWS
1825
McKinley Carter Wealth Services
West Virginia
$218K +$396 +13 +0.2%

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.