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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
IF
2026
IRON Financial
Illinois
-$527K -1,008,961 Closed
UH
2027
Unigestion Holding
Switzerland
-$26.2M -929,273 Closed
NSLI
2028
Nan Shan Life Insurance
Taiwan
-$25.1M -888,600 Closed
Voloridge Investment Management
2029
Voloridge Investment Management
Florida
-$24.5M -870,161 Closed
TCM
2030
Tegean Capital Management
New York
-$14.1M -500,000 Closed
ARTA
2031
A.R.T. Advisors
New York
-$10.9M -387,000 Closed
BCM
2032
Barometer Capital Management
Ontario, Canada
-$9.44M -334,900 Closed
SC
2033
Selz Capital
New York
-$8.46M -300,000 Closed
AC
2034
Ascend Capital
California
-$8.18M -290,061 Closed
OAC
2035
OMERS Administration Corp
Ontario, Canada
-$5.95M -211,100 Closed
UAM
2036
UAS Asset Management
New York
-$5.94M -210,800 Closed
MSU
2037
Mizuho Securities USA
New York
-$5.39M -191,300 Closed
SWP
2038
Stratos Wealth Partners
Ohio
-$5.15M -182,705 Closed
LOAMU
2039
Lombard Odier Asset Management (USA)
New York
-$4.17M -147,938 Closed
Balyasny Asset Management
2040
Balyasny Asset Management
Illinois
-$4.24M -139,070 Closed
GIM
2041
Guild Investment Management
California
-$3.86M -136,940 Closed
WC
2042
Wexford Capital
Florida
-$3.75M -132,890 Closed
QSS
2043
Quantitative Systematic Strategies
Florida
-$3.62M -128,221 Closed
UFF
2044
USA Financial Formulas
Michigan
-$3.7M -123,460 Closed
Simplex Trading
2045
Simplex Trading
Illinois
-$3.69M -121,133 -29%
Tudor Investment Corp
2046
Tudor Investment Corp
Connecticut
-$3.36M -119,316 Closed
CG
2047
Clinton Group
New York
-$2.82M -100,163 Closed
SCM
2048
Segantii Capital Management
Hong Kong
-$2.82M -100,000 Closed
JCM
2049
Jafra Capital Management
New York
-$2.34M -83,155 Closed
PAPAIJV
2050
Paragon Associates & Paragon Associates II Joint Venture
Texas
-$2.25M -80,000 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.