Bank of America
BAC
2,003 hedge funds and large institutions have $224B invested in Bank of America in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 858 increasing their positions, 795 reducing their positions, and 105 closing their positions.
7% more capital invested
Capital invested by funds: $210B → $224B (+$15B)
1% more ownership
Funds ownership: 66.31% → 67.31% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 858 | Existing positions reduced: 795
3% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 105
1% less funds holding
Funds holding: 2,027 → 2,003 (-24)
25% less funds holding in top 10
Funds holding in top 10: 322 → 241 (-81)
28% less call options, than puts
Call options by funds: $3.48B | Put options by funds: $4.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$353M |
| 2 |
Lazard Asset Management
New York
|
+$302M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$268M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$266M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$263M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$867M |
| 2 |
BlackRock
New York
|
-$715M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$498M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$401M |
| 5 |
State Street
Boston,
Massachusetts
|
-$367M |
BAC Hedge Fund Activity: Q2 2018 in Review
2,003 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2018, worth a combined $224B — up 7.1% from $210B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of BAC and 102 opened new positions — a net loss of 3 holders — while 795 trimmed existing stakes and 858 added.
The largest buyer was Janus Henderson Group, adding an estimated $353M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $867M.
- 2,003 institutional investors held Bank of America (BAC) as of Q2 2018, down from 2,027 in Q1 2018.
- Funds reported $224B of Bank of America stock for Q2 2018, up 7.1% quarter-over-quarter.
- 102 funds opened new Bank of America positions in Q2 2018 and 105 closed out, a net change of -3 holders.
- The largest Bank of America buyer in Q2 2018 was Janus Henderson Group, an estimated $353M added.
- The largest Bank of America seller in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $867M sold.
Based on aggregated 13F filings for Q2 2018.