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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
BAM
1951
Bruderman Asset Management
New York
$32K -$30.5K -1,001 -48%
SFG
1952
Sage Financial Group
Pennsylvania
$31K +$152 +5 +0.5%
BL
1953
Balentine LLC
Georgia
$30K +$30.8K +1,010 New
NC
1954
NewSquare Capital
Pennsylvania
$29K -$21.4K -702 -41%
CFN
1955
Cordasco Financial Network
Florida
$29K
NPP
1956
New Potomac Partners
Maryland
$29K
PCC
1957
Park Circle Company
Maryland
$29K
DFO
1958
Duquesne Family Office
New York
$27K +$27.4K +900 New
OBWP
1959
O'Brien Wealth Partners
Massachusetts
$26K +$26.9K +884 New
RWML
1960
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.9K
IF
1961
Ironwood Financial
Arizona
$24K
EWM
1962
Elmwood Wealth Management
California
$23.8K
CPA
1963
Cowen Prime Advisors
New York
$22K
AAP
1964
Arax Advisory Partners
Colorado
$21K -$122K -3,992 -85%
PO
1965
Private Ocean
California
$21K
PFO
1966
Pathstone Family Office
New Jersey
$21K +$21.4K +701 New
FPS
1967
Fieldpoint Private Securities
Connecticut
$20K
WA
1968
WealthTrust-Arizona
Arizona
$20K +$3.84K +126 +23%
CFA
1969
Camarda Financial Advisors
Florida
$19K
CTB
1970
Country Trust Bank
Illinois
$19K
IFAM
1971
Institutional & Family Asset Management
Colorado
$19K
CGT
1972
Capital Guardian Trust
California
$19K +$20.1K +660 New
CWM
1973
Cedar Wealth Management
California
$18K
HI
1974
Harrington Investments
California
$18K
KL
1975
KWMG LLC
Kansas
$18K +$30 +1 +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.