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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
PCTC
1926
Perkins Coie Trust Company
Washington
$63K -$3.65K -120 -5%
FAIM
1927
Financial Advocates Investment Management
Washington
$61K -$1.9M -62,330 -97%
DWA
1928
Divergent Wealth Advisors
Utah
$61K
WAM
1929
Watermark Asset Management
California
$61K +$35.2K +1,157 +124%
QFA
1930
Quattro Financial Advisors
Texas
$60.5K -$242K -7,945 -80%
BAM
1931
Barrett Asset Management
New York
$60K
SPL
1932
Smart Portfolios LLC
Washington
$59K
BSG
1933
Black Swift Group
Colorado
$59K +$60.9K +2,000 New
WA
1934
WP Advisors
California
$58K +$244 +8 +0.4%
SWMG
1935
Signature Wealth Management Group
Georgia
$52K +$61 +2 +0.1%
1IA
1936
1834 Investment Advisors
Wisconsin
$48K
P8IP
1937
Pier 88 Investment Partners
California
$47K
CHP
1938
Cable Hill Partners
Oregon
$46K -$45.7K -1,500 -49%
BCA
1939
Bray Capital Advisors
Florida
$44K
RBC
1940
Roble Belko & Company
Pennsylvania
$42K
CC
1941
Claybrook Capital
Massachusetts
$41K
SWM
1942
Selective Wealth Management
Virginia
$40K +$41.4K +1,360 New
MWM
1943
MinichMacGregor Wealth Management
New York
$39K -$7.58K -249 -16%
MIP
1944
Mondrian Investment Partners
United Kingdom
$39K
MFT
1945
Moisand Fitzgerald Tamayo
Florida
$38K -$6.06K -199 -13%
LWA
1946
Lowe Wealth Advisors
Maryland
$38K -$4.42K -145 -10%
FFC
1947
First Financial Corp
Indiana
$38K
MFBTD
1948
MB Financial Bank - Trust Department
Illinois
$37K +$9.14K +300 +32%
FMTCOCP
1949
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K
FGAM
1950
Financial Gravity Asset Management
Texas
$33K -$64.9K -2,130 -63%

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.