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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
COCM
2651
Charter Oak Capital Management
New Hampshire
$206K +$186K +5,428 New
BFA
2652
Bill Few Associates
Pennsylvania
$206K +$186K +5,421 New
WH
2653
Willner & Heller
California
$205K +$186K +5,419 New
EMAM
2654
Encompass More Asset Management
California
$205K +$186K +5,414 New
WS
2655
Wela Strategies
Georgia
$205K +$185K +5,394 New
TFIPS
2656
Towarzystwo Funduszy Inwestycyjnych PZU SA
$205K
LGA
2657
Lebenthal Global Advisors
New York
$204K +$185K +5,392 New
Members Trust
2658
Members Trust
Florida
$204K +$185K +5,392 New
MFS
2659
Mirabella Financial Services
United Kingdom
$204K -$175K -5,098 -49%
PFC
2660
Poplar Forest Capital
California
$204K +$185K +5,380 New
KLWA
2661
Kelly Lawrence W & Associates
California
$204K +$178K +5,182 +2,756%
AFA
2662
Alpha Financial Advisors
North Carolina
$203K +$184K +5,364 New
FUBT
2663
First United Bank & Trust
Maryland
$203K +$11.6K +338 +7%
JHP
2664
James Hambro & Partners
United Kingdom
$203K +$184K +5,357 New
QCIG
2665
Quad-Cities Investment Group
Iowa
$203K +$184K +5,353 New
NIM
2666
Nexus Investment Management
Ontario, Canada
$203K +$184K +5,350 New
ACM
2667
Andina Capital Management
Utah
$203K +$183K +5,343 New
WIA
2668
Wetzel Investment Advisors
Indiana
$203K -$4.29K -125 -2%
CFG
2669
Clayton Financial Group
Missouri
$202K +$183K +5,334 New
LRPA
2670
L. Roy Papp & Associates
Arizona
$202K +$183K +5,326 New
GWA
2671
Gibson Wealth Advisors
Texas
$202K +$183K +5,320 New
EA
2672
Eclectic Associates
California
$201K +$182K +5,307 New
WFA
2673
WMG Financial Advisors
Tennessee
$201K +$182K +5,293 New
SEIA
2674
Signature Estate & Investment Advisors
California
$201K +$182K +5,288 New
SRC
2675
Sage Rhino Capital
California
$200K +$181K +5,279 New

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.