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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
DC
1851
Derby & Company
Massachusetts
$201K +$207K +6,806 New
PAM
1852
Peak Asset Management
Colorado
$201K +$208K +6,815 New
SFA
1853
Stewardship Financial Advisors
Georgia
$201K +$208K +6,817 New
SBA
1854
Secrest Blakey & Associates
North Carolina
$201K +$208K +6,821 New
VWM
1855
Venturi Wealth Management
Texas
$200K
EA
1856
Elm Advisors
California
$188K +$194K +6,375 New
GFP
1857
Gryphon Financial Partners
Ohio
$184K +$90.9K +2,986 +91%
BWL
1858
Bogart Wealth LLC
Virginia
$183K
HFM
1859
Harvest Fund Management
China
$182K +$41.9K +1,375 +29%
BCWM
1860
Bartlett & Co Wealth Management
Ohio
$181K +$244 +8 +0.1%
BC
1861
Bartlett & Co
Ohio
$181K +$244 +8 +0.1%
PCA
1862
Providence Capital Advisors
North Carolina
$178K -$113K -3,697 -38%
CB
1863
Community Bank
New York
$169K
SAS
1864
Stelac Advisory Services
New York
$169K +$58.5K +1,922 +50%
M
1865
MOTCO
Texas
$168K +$30.2K +990 +21%
BFC
1866
Bedel Financial Consulting
Indiana
$168K +$30.6K +1,005 +20%
WVP
1867
Worth Venture Partners
New Jersey
$166K +$171K +5,626 New
MCM
1868
Mainstay Capital Management
Michigan
$161K +$30.8K +1,012 +23%
RFM
1869
Royal Fund Management
Florida
$159K +$10.8K +354 +7%
WCM
1870
Wunderlich Capital Managemnt
Tennessee
$154K
TFO
1871
Tarbox Family Office
California
$150K
PG
1872
Patten Group
Tennessee
$148K +$9.14K +300 +6%
CCM
1873
Cribstone Capital Management
Maine
$147K
ACS
1874
Archford Capital Strategies
Illinois
$144K -$56K -1,838 -27%
MCM
1875
MV Capital Management
Maryland
$143K +$12.2K +400 +9%

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.