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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
WA
1826
Wealthstar Advisors
Texas
$218K +$12.4K +408 +6%
BDWM
1827
Brewin Dolphin Wealth Management
Ireland
$218K
DDC
1828
DF Dent & Co
Maryland
$217K +$224K +7,355 New
WOC
1829
West Oak Capital
California
$214K
JFM
1830
Jackson Financial Management
California
$214K +$61 +2 +0%
VIA
1831
Vident Investment Advisory
Georgia
$214K +$221K +7,250 New
GAM
1832
Gould Asset Management
California
$214K +$221K +7,264 New
KP
1833
Keel Point
Alabama
$214K +$221K +7,269 New
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$212K +$96.5K +3,169 +78%
TCM
1835
Tradition Capital Management
New Jersey
$212K +$219K +7,207 New
SCG
1836
Sonata Capital Group
Washington
$210K -$6.09K -200 -3%
WCWM
1837
Willow Creek Wealth Management
California
$208K -$25.2K -826 -10%
ACM
1838
AlphaStar Capital Management
North Carolina
$208K +$215K +7,071 New
DWM
1839
Darwin Wealth Management
Florida
$207K +$215K +7,070 New
WA
1840
Winfield Associates
Ohio
$206K
BAAM
1841
Baker Avenue Asset Management
California
$205K +$211K +6,942 New
BIA
1842
Biondo Investment Advisors
Pennsylvania
$205K +$212K +6,950 New
FFG
1843
Ford Financial Group
California
$204K -$459K -15,086 -69%
CWS
1844
Cypress Wealth Services
California
$204K -$46.2K -1,518 -18%
HIC
1845
Harvey Investment Company
Kentucky
$203K -$15.2K -500 -7%
NSAM
1846
North Star Asset Management
Wisconsin
$203K +$210K +6,884 New
HCM
1847
HM Capital Management
Missouri
$203K +$210K +6,904 New
KM
1848
Kalos Management
Georgia
$202K -$78.1K -2,565 -27%
CCM
1849
Coe Capital Management
Illinois
$202K -$21.7K -711 -9%
MFS
1850
Madrona Financial Services
Washington
$202K +$209K +6,870 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.