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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
NBT
2901
Northwest Bank & Trust
Iowa
$3.7K
CAM
2902
Creekmur Asset Management
Illinois
$3.6K +$3.26K +95 New
PS
2903
PayPay Securities
Japan
$3.26K -$584 -17 -17%
LG
2904
LAM Group
Oregon
$3.26K
VF
2905
VitalStone Financial
Texas
$3K
PIS
2906
POM Investment Strategies
North Carolina
$2.92K
FIA
2907
FNY Investment Advisers
New York
$2.37K +$2.12M +61,740 +7,718%
TWP
2908
TFO Wealth Partners
Ohio
$2.24K
WCM
2909
Westend Capital Management
California
$2.05K +$1.85K +54 New
HB
2910
Horizon Bancorp
Indiana
$2K -$3.43K -100 -67%
LFA
2911
LGT Financial Advisors
Texas
$1.52K
A
2912
AlphaQuest
New York
$1.33K -$884K -25,753 -100%
RF
2913
Robinswood Financial
Washington
$1.31K
WA
2914
WestEnd Advisors
North Carolina
$986 +$893 +26 New
WF
2915
WoodTrust Financial
Wisconsin
$881 +$518K +15,096 +186%
EPW
2916
Evergreen Private Wealth
Colorado
$493
LFA
2917
Legend Financial Advisors
Pennsylvania
$431
APW
2918
Atlantic Private Wealth
North Carolina
$379
DF
2919
DecisionPoint Financial
Arizona
$114
Swedbank
2920
Swedbank
Sweden
-$227M -6,748,017 Closed
MG
2921
Marex Group
-$68.2M -2,026,082 Closed
Optiver Holding
2922
Optiver Holding
Netherlands
-$59.1M -1,722,140 Closed
CLOS
2923
Compagnie Lombard Odier SCmA
Switzerland
-$51M -1,515,076 Closed
NFT
2924
Nan Fung Trinity
Hong Kong
-$31.8M -944,100 Closed
GA
2925
GFS Advisors
Texas
-$24.4M -724,224 Closed

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.