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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
NMC
2076
Nine Masts Capital
Hong Kong
-$343K -11,260 Closed
IIC
2077
Ironwood Investment Counsel
Arizona
-$1.97M -10,576 Closed
SLT
2078
St Louis Trust
Missouri
-$298K -10,561 Closed
TP
2079
Truvvo Partners
New York
-$288K -10,220 Closed
EC
2080
EJF Capital
Virginia
-$282K -10,000 Closed
BA
2081
Bridgewater Associates
Connecticut
-$279K -9,914 Closed
NFA
2082
Nuveen Fund Advisors
Illinois
-$260K -9,212 Closed
DRZID
2083
DePrince Race & Zollo Inc (DRZ)
Florida
-$254K -9,000 Closed
NA
2084
Nottingham Advisors
New York
-$243K -8,109 Closed
BOH
2085
Bank of Hawaii
Hawaii
-$216K -7,662 Closed
CWM
2086
Capital Wealth Management
Rhode Island
-$215K -7,631 Closed
TA
2087
Trellis Advisors
Washington
-$208K -7,352 Closed
BI
2088
Boulegeris Investments
Georgia
-$206K -7,300 Closed
SCA
2089
STALEY CAPITAL ADVISERS
Pennsylvania
-$205K -7,260 Closed
NGA
2090
Naples Global Advisors
Florida
-$202K -7,163 Closed
CF
2091
Corrigan Financial
Rhode Island
-$201K -7,140 Closed
AWA
2092
Acorn Wealth Advisors
Michigan
-$107K -3,777 Closed
OFS
2093
Orrstown Financial Services
Pennsylvania
-$41K -1,472 Closed
LC
2094
Landaas & Company
Wisconsin
-$39K -1,375 Closed
MS
2095
Marshall & Sullivan
Washington
-$35.9K -1,274 Closed
CFC
2096
Coyle Financial Counsel
Illinois
-$20K -694 Closed
BCP
2097
Blackhawk Capital Partners
Wisconsin
-$11K -396 Closed
LYV
2098
Live Your Vision
Pennsylvania
-$9K -300 Closed
ST
2099
Sageworth Trust
Pennsylvania
-$8K -300 Closed
CDIA
2100
Capital Directions Investment Advisors
Georgia
-$8K -282 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.