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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
SGWM
3026
Sterling Group Wealth Management
California
-$210K -6,238 Closed
TRIA
3027
Trail Ridge Investment Advisors
Colorado
-$202K -6,012 Closed
BPCA
3028
Bank Pictet & Cie (Asia)
Singapore
-$202K -6,000 Closed
DC
3029
Diametric Capital
Massachusetts
-$200K -5,952 Closed
GG
3030
Greenwood Gearhart
Arkansas
-$165K -4,890 Closed
RFA
3031
Resurgent Financial Advisors
Georgia
-$145K -4,292 Closed
ODG
3032
O'Dell Group
Ohio
-$121K -3,592 Closed
EC
3033
Elequin Capital
New York
-$102K -3,041 Closed
AP
3034
Arlington Partners
Alabama
-$101K -3,000 Closed
ETC
3035
Exchange Traded Concepts
Oklahoma
-$99.1K -2,943 Closed
EC
3036
EdgeRock Capital
Colorado
-$85.2K -2,547 Closed
NFA
3037
Northwest Financial Advisors
Virginia
-$75.3K -2,236 Closed
TVAMP
3038
Tennessee Valley Asset Management Partners
Tennessee
-$63.1K -1,873 Closed
DAC
3039
Dividend Assets Capital
South Carolina
-$55K -1,625 Closed
AWM
3040
Able Wealth Management
New Jersey
-$46K -1,365 Closed
LFA
3041
Level Financial Advisors
New York
-$33.8K -1,004 Closed
MAM
3042
Marquette Asset Management
Minnesota
-$21.3K -633 Closed
CAM
3043
Chesapeake Asset Management
New York
-$19.5K -579 Closed
CI
3044
Cordant Inc
Oregon
-$16.8K -500 Closed
UOTTAIMCU
3045
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$12.5K -370 Closed
RIM
3046
Ranger Investment Management
Texas
-$8.62K -256 Closed
FF
3047
Friedenthal Financial
New Jersey
-$6.73K -200 Closed
DCBT
3048
Dakota Community Bank & Trust
North Dakota
-$5.69K -169 Closed
VL
3049
Vima LLC
Michigan
-$135 -4 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.