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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$25.8B +$6.04B +198,248,600 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.8B -$35.3M -1,158,307 -0.2%
BlackRock
3
BlackRock
New York
$17.6B -$1.2B -39,553,614 -6%
State Street
4
State Street
Massachusetts
$12.2B +$194M +6,382,137 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.2B -$201M -6,613,824 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.66B -$267M -8,767,611 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.94B -$269M -8,834,388 -5%
SGDR
8
SPX Gestao de Recursos
Brazil
$4.88B -$25.3M -830,242 -36%
Dodge & Cox
9
Dodge & Cox
California
$3.35B -$586M -19,251,020 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.21B -$39.5M -1,296,895 -1%
Norges Bank
11
Norges Bank
Norway
$3.2B -$134M -4,399,337 -4%
Northern Trust
12
Northern Trust
Illinois
$2.95B -$69M -2,266,515 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.81B -$42.7M -1,402,710 -1%
Harris Associates
14
Harris Associates
Illinois
$2.37B +$2.57M +84,482 +0.1%
Invesco
15
Invesco
Georgia
$2.21B -$128M -4,195,033 -5%
Boston Partners
16
Boston Partners
Massachusetts
$1.95B -$30.6M -1,003,333 -1%
Morgan Stanley
17
Morgan Stanley
New York
$1.77B +$11.8M +387,454 +0.6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.75B -$137M -4,505,351 -7%
Goldman Sachs
19
Goldman Sachs
New York
$1.54B -$391M -12,832,823 -20%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.44B -$60.8M -1,997,199 -4%
Ameriprise
21
Ameriprise
Minnesota
$1.31B -$167M -5,487,459 -11%
TCIM
22
TIAA CREF Investment Management
New York
$1.29B -$137M -4,495,463 -9%
Deutsche Bank
23
Deutsche Bank
Germany
$1.22B -$323M -10,619,790 -20%
Capital World Investors
24
Capital World Investors
California
$1.21B +$8.34M +273,716 +0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.2B -$6.46M -211,980 -0.5%

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.