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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
SBL
1876
Sargent Bickham Lagudis
Colorado
$141K +$48.2K +1,582 +49%
WC
1877
Whitnell & Co
Illinois
$140K
VCM
1878
Versant Capital Management
Arizona
$139K -$4.57K -150 -3%
OHS
1879
Odey Holdings (Switzerland)
Switzerland
$136K
SIM
1880
Sonora Investment Management
Arizona
$134K +$17.1K +560 +14%
BWA
1881
Burt Wealth Advisors
Maryland
$133K
AC
1882
Avestar Capital
New York
$131K -$53K -1,741 -27%
CCMW
1883
Cypress Capital Management (Wyoming)
Wyoming
$129K
SAM
1884
Security Asset Management
New York
$129K
HCM
1885
Hilton Capital Management
New York
$129K +$7.61K +250 +6%
LWM
1886
Lenox Wealth Management
Ohio
$128K +$6.58K +216 +5%
LF
1887
Lee Financial
Texas
$124K -$268K -8,813 -68%
WF
1888
WealthTrust Fairport
Ohio
$124K +$6.09K +200 +5%
MWM
1889
Mascoma Wealth Management
New Hampshire
$119K
QCIG
1890
Quad-Cities Investment Group
Iowa
$119K
AP
1891
Arlington Partners
Alabama
$118K +$122K +4,000 New
FBT
1892
First Bank & Trust
South Dakota
$117K
RP
1893
Rowlandmiller & Partners
Georgia
$110K -$15.2K -500 -12%
BCM
1894
Blume Capital Management
California
$109K
CIA
1895
CSat Investment Advisory
Michigan
$109K +$1.25K +41 +1%
CPIG
1896
Chicago Partners Investment Group
Illinois
$108K -$11K -361 -8%
PW
1897
Price Wealth
Texas
$106K -$125K -4,106 -53%
CCMIC
1898
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$106K +$110K +3,600 New
AIM
1899
Acropolis Investment Management
Missouri
$105K
RWG
1900
Regal Wealth Group
California
$105K +$30 +1 +0%

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.