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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
TAM
326
Todd Asset Management
Kentucky
$26.7M +$168K +4,899 +0.7%
HCM
327
Hutchinson Capital Management
California
$26.7M +$362K +10,532 +2%
IMPI
328
Ilmarinen Mutual Pension Insurance
Finland
$26.7M +$1.44M +42,000 +6%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$26.3M +$3.8M +110,800 +19%
CT
330
Cambridge Trust
Massachusetts
$25.9M -$896K -26,112 -4%
Focus Partners Wealth
331
Focus Partners Wealth
Massachusetts
$25.9M +$8.84M +257,644 +61%
BSA
332
Braun Stacey Associates
New York
$25.7M +$674K +19,636 +3%
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.5M +$23.1M +672,681 New
CGH
334
Crossmark Global Holdings
Texas
$25.4M -$262K -7,639 -1%
BCP
335
Blue Chip Partners
Michigan
$25.1M +$192K +5,591 +0.9%
TIAA Trust, National Association
336
TIAA Trust, National Association
North Carolina
$25M +$206K +5,994 +0.9%
EMPI
337
Elo Mutual Pension Insurance
Finland
$24.7M +$906K +26,393 +4%
CAN
338
Cetera Advisor Networks
California
$24.5M -$276K -8,035 -1%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$24.4M -$1.26M -36,746 -5%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$24.3M -$244K -7,115 -1%
SI
341
Stephens Inc
Arkansas
$24M -$423K -12,329 -2%
BMSSC
342
B. Metzler seel. Sohn & Co
Germany
$23.9M +$895K +26,059 +4%
RMA
343
Roffman Miller Associates
Pennsylvania
$23.8M +$214K +6,232 +1%
SM
344
Salzhauer Michael
$23.4M +$8.3M +241,734 +65%
GT
345
Glenmede Trust
Pennsylvania
$23M -$248K -7,219 -1%
GIBU
346
Gulf International Bank (UK)
United Kingdom
$23M +$107K +3,129 +0.5%
EIP
347
Easterly Investment Partners
Massachusetts
$22.9M +$8.49M +247,400 +69%
OC
348
Oppenheimer & Co
New York
$22.9M -$1.53M -44,601 -7%
IC
349
Inscription Capital
Texas
$22.9M +$17.8M +518,866 +609%
IPAM
350
ICICI Prudential Asset Management
India
$22.9M -$2.2M -64,000 -10%

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.