We are live on ! Find out more
BAC icon

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
FCAS
2001
First Command Advisory Services
Texas
$6K +$6.09K +200 New
SCM
2002
Stanley Capital Management
Texas
$5.47K -$780K -25,600 -12%
RIM
2003
Rampart Investment Management
Connecticut
$4.75K -$141K -4,636 -3%
MIM
2004
Macroview Investment Management
Maryland
$4K
CF
2005
Centaurus Financial
California
$3.32K -$5.33M -175,077 -100%
MUAMU
2006
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.14K -$1.22M -40,000 -27%
ANBT
2007
American National Bank & Trust
Texas
$3K
SCA
2008
Stuart Chaussee & Associates
California
$3K
VDFA
2009
Vickerman & Driscoll Financial Advisors
Washington
$3K
NR
2010
Newfound Research
Massachusetts
$3K +$30 +1 +1%
ECM
2011
Exchange Capital Management
Michigan
$3K +$3.05K +100 New
AIIMS
2012
Analyst IMS Investment Management Services
Israel
$2.88K -$73.3K -2,407 -2%
IAS
2013
INR Advisory Services
Pennsylvania
$2K
WG
2014
Welch Group
Alabama
$1.88K
OAJ
2015
Ogorek Anthony Joseph
New York
$1K
AMCA
2016
Arthur M. Cohen & Associates
Illinois
$853 -$9.65K -317 -1%
WKWM
2017
Walter & Keenan Wealth Management
Indiana
$419 -$60.9K -2,000 -12%
IP
2018
Investment Partners
Ohio
$284 -$5.91K -194 -2%
FRA
2019
Front Row Advisors
California
$154 -$156K -5,128 -47%
N
2020
Natixis
France
-$243M -8,614,786 Closed
MSL
2021
Mackay Shields LLC
New York
-$112M -3,967,235 Closed
Capital International Investors
2022
Capital International Investors
California
-$69.3M -2,459,662 Closed
SM
2023
Seminole Management
New York
-$38.8M -1,375,960 Closed
TAM
2024
Toscafund Asset Management
United Kingdom
-$35.9M -1,275,000 Closed
SCM
2025
Sanoor Capital Management
Connecticut
-$32.9M -1,167,700 Closed

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.