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Bank of America

2,919 hedge funds and large institutions have $214B invested in Bank of America in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,101 increasing their positions, 1,272 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 130

11% more capital invested

Capital invested by funds: $192B → $214B (+$21.7B)

2% more funds holding

Funds holding: 2,8552,919 (+64)

0.41% less ownership

Funds ownership: 72.01%71.6% (-0.41%)

4% less funds holding in top 10

Funds holding in top 10: 112108 (-4)

13% less repeat investments, than reductions

Existing positions increased: 1,101 | Existing positions reduced: 1,272

37% less call options, than puts

Call options by funds: $5.09B | Put options by funds: $8.11B

Holders
2,919
Holders Change
+64
Holders Change %
+2.24%
% of All Funds
42.04%
Holding in Top 10
108
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.57%
% of All Funds
1.56%
New
234
Increased
1,101
Reduced
1,272
Closed
130
Calls
$5.09B
Puts
$8.11B
Net Calls
-$3.02B
Net Calls Change
-$503M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2526
JCIC Asset Management
Ontario, Canada
$242K +$19.6K +570 +10%
SIS
2527
Sound Income Strategies
Florida
$242K -$18.7K -544 -8%
SCA
2528
Southern Capital Advisors
Tennessee
$241K +$8.27K +241 +4%
M1FG
2529
Mach-1 Financial Group
Arkansas
$241K -$2.29M -66,681 -91%
CCA
2530
Cora Capital Advisors
New Jersey
$240K +$275 +8 +0.1%
PIA
2531
Powell Investment Advisors
Florida
$240K
DWP
2532
Destiny Wealth Partners
Florida
$239K -$25.9K -755 -11%
HCM
2533
Hengehold Capital Management
Ohio
$239K +$584 +17 +0.3%
AIM
2534
Alhambra Investment Management
Florida
$239K +$7.66K +223 +4%
RCWM
2535
Royal Capital Wealth Management
Indiana
$238K +$275 +8 +0.1%
JGIA
2536
Jackson Grant Investment Advisers
Connecticut
$238K -$12.2K -354 -5%
HCM
2537
HMS Capital Management
Tennessee
$238K +$215K +6,275 New
DP
2538
DDD Partners
Washington
$238K -$53K -1,543 -20%
MYIA
2539
Mount Yale Investment Advisors
Colorado
$237K +$215K +6,260 New
PAS
2540
Professional Advisory Services
Florida
$237K
RWM
2541
RKL Wealth Management
Pennsylvania
$237K +$214K +6,247 New
NWM
2542
Northwest Wealth Management
Iowa
$237K -$2.92K -85 -1%
MTIC
2543
Missouri Trust & Investment Company
Missouri
$237K +$48K +1,399 +29%
PAI
2544
Pittenger & Anderson Inc
Nebraska
$236K +$48.6K +1,417 +29%
IWS
2545
Integrity Wealth Solutions
Colorado
$236K +$1.06K +31 +0.5%
VBFG
2546
Vishria Bird Financial Group
Tennessee
$235K +$6.11K +178 +3%
SGK
2547
Steigerwald Gordon & Koch
Virginia
$235K -$13.7K -398 -6%
SIC
2548
SJS Investment Consulting
Ohio
$234K +$73.7K +2,146 +53%
BCFS
2549
Butensky & Cohen Financial Security
Florida
$233K
FCG
2550
Fielder Capital Group
Tennessee
$233K +$3.71K +108 +2%

BAC Hedge Fund Activity: Q1 2024 in Review

2,919 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2024, worth a combined $214B — up 11% from $192B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new BAC positions and 130 closed out — a net gain of 104 holders — while 1,101 added to existing stakes and 1,272 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.24B. The largest seller was Morgan Stanley, cutting an estimated $3.87B.

  • 2,919 institutional investors held Bank of America (BAC) as of Q1 2024, up from 2,855 in Q4 2023.
  • Funds reported $214B of Bank of America stock for Q1 2024, up 11% quarter-over-quarter.
  • 234 funds opened new Bank of America positions in Q1 2024 and 130 closed out, a net change of +104 holders.
  • The largest Bank of America buyer in Q1 2024 was Vanguard Group, an estimated $1.24B added.
  • The largest Bank of America seller in Q1 2024 was Morgan Stanley, an estimated $3.87B sold.

Based on aggregated 13F filings for Q1 2024.