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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
CCM
3001
Carlson Capital Management
Minnesota
-$351K -10,423 Closed
BWFA
3002
Baltimore-Washington Financial Advisors
Maryland
-$317K -9,421 Closed
DCM
3003
Dimension Capital Management
Florida
-$316K -9,383 Closed
TC
3004
TwinBeech Capital
New York
-$315K -9,365 Closed
MCA
3005
Magnolia Capital Advisors
Mississippi
-$324K -9,312 Closed
KA
3006
Kure Advisory
Minnesota
-$308K -9,147 Closed
EAMA
3007
EFG Asset Management (Americas)
Florida
-$306K -9,081 Closed
EP
3008
Edgestream Partners
New Jersey
-$304K -9,028 Closed
RB
3009
Rodgers Brothers
Pennsylvania
-$304K -9,026 Closed
CTI
3010
Community Trust & Investment
Kentucky
-$296K -8,795 Closed
LCWP
3011
Legacy Capital Wealth Partners
Arkansas
-$295K -8,770 Closed
AGM
3012
Alpine Global Management
New York
-$271K -8,046 Closed
WA1
3013
Wimmer Associates 1
California
-$268K -7,972 Closed
ACM
3014
Aljian Capital Management
Nevada
-$266K -7,900 Closed
APWA
3015
Atlas Private Wealth Advisors
New Jersey
-$252K -7,470 Closed
OAM
3016
Occidental Asset Management
California
-$245K -7,278 Closed
FMI
3017
F/M Investments
District of Columbia
-$240K -7,119 Closed
BHB
3018
Bank Hapoalim BM
Israel
-$232K -6,885 Closed
CAM
3019
CenterStar Asset Management
Illinois
-$236K -6,879 Closed
PHWM
3020
Pine Harbor Wealth Management
Maryland
-$228K -6,778 Closed
WAOTB
3021
Wealth Advisors of Tampa Bay
Florida
-$228K -6,770 Closed
OHWA
3022
Oak Hill Wealth Advisors
Virginia
-$232K -6,747 Closed
GWWM
3023
Great Waters Wealth Management
Minnesota
-$224K -6,667 Closed
SFG
3024
Snider Financial Group
Washington
-$219K -6,510 Closed
LHC
3025
Little House Capital
Massachusetts
-$211K -6,262 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.