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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: 2,003 β†’ 2,018 (+15)

0.15% more ownership

Funds ownership: 67.31% β†’ 67.46% (+0.15%)

9% less capital invested

Capital invested by funds: $224B β†’ $203B (-$21.2B)

11% less funds holding in top 10

Funds holding in top 10: 241 β†’ 214 (-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
CWM
1976
Cranbrook Wealth Management
Michigan
$17K – – –
NCM
1977
New Capital Management
Texas
$17K – – –
CIM
1978
Contravisory Investment Management
Massachusetts
$16K -$51.8K -1,702 -75%
GWA
1979
Guidant Wealth Advisors
Illinois
$16K +$1.95K +64 +13%
BAMG
1980
Brand Asset Management Group
Missouri
$16K +$16.1K +530 New
TF
1981
Tompkins Financial
New York
$15K -$30.5K -1,000 -67%
AA
1982
AlphaMark Advisors
Kentucky
$15K -$6.79K -223 -30%
AWMS
1983
Advocacy Wealth Management Services
Georgia
$15K – – –
AIS
1984
Accurate Investment Solutions
Pennsylvania
$14K -$102K -3,343 -88%
TCCM
1985
Timber Creek Capital Management
Massachusetts
$14K – – –
JWM
1986
Janiczek Wealth Management
Colorado
$12K -$1K -33 -8%
FPB
1987
First PREMIER Bank
South Dakota
$12K – – –
PRS
1988
Pinkerton Retirement Specialists
Idaho
$12K – – –
TVWM
1989
Tower View Wealth Management
Wisconsin
$12K +$30 +1 +0.2%
CB
1990
CNB Bank
Pennsylvania
$10K – – –
FLI
1991
Family Legacy Inc
South Carolina
$10K – – –
CA
1992
Centerpoint Advisors
Massachusetts
$9K – – –
CA
1993
Crewe Advisors
Utah
$9K +$9.14K +300 New
WAS
1994
Winch Advisory Services
Wisconsin
$8K -$5.3K -174 -40%
SWP
1995
Strategic Wealth Partners
Ohio
$8K – – –
TAM
1996
Trust Asset Management
Texas
$8K – – –
IP
1997
Isthmus Partners
Wisconsin
$7K – – –
SMG
1998
Spectrum Management Group
Indiana
$7K +$1.52K +50 +28%
HS
1999
Horan Securities
United States
$6K – – –
IDBONY
2000
Israel Discount Bank of New York
New York
$6K – – –

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 β€” down 9.5% from $224B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 81 closed out β€” a net gain of 32 holders β€” 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.