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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
MIS
351
Morningstar Investment Services
Illinois
$22.8M -$20.5M -597,752 -50%
KA
352
KLCM Advisors
Wisconsin
$22.4M +$327K +9,519 +2%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$22.3M -$7.54M -219,610 -27%
BPCE
354
Bank Pictet & Cie (Europe)
Germany
$22.1M +$2.74M +79,780 +16%
BPA
355
Beacon Pointe Advisors
California
$21.7M -$1.31M -38,156 -6%
PE
356
Point72 Europe
United Kingdom
$21.4M -$8.34M -242,879 -30%
DIA
357
Davidson Investment Advisors
Montana
$21.3M +$117K +3,397 +0.6%
CA
358
Cetera Advisors
Colorado
$21.3M +$13.6M +396,437 +239%
GC
359
Guggenheim Capital
Illinois
$21M -$1.81M -52,616 -9%
O
360
Ossiam
France
$21M +$13.7M +398,401 +258%
CAG
361
Crestwood Advisors Group
Massachusetts
$21M -$750K -21,854 -4%
VC
362
Vestor Capital
Illinois
$20.9M +$549K +15,981 +3%
SF
363
Synovus Financial
Georgia
$20.7M -$99.8K -2,906 -0.5%
PAG
364
Private Advisor Group
New Jersey
$20.5M -$2.19M -63,809 -11%
SPIA
365
Steward Partners Investment Advisory
New York
$20.5M +$2.37M +69,129 +15%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.5M +$213K +6,218 +1%
CIA
367
Capital Investment Advisors
Georgia
$20M -$377K -10,970 -2%
KRS
368
Kentucky Retirement Systems
Kentucky
$19.8M -$961K -28,006 -5%
TBC
369
Tweedy, Browne Co
Connecticut
$19.8M +$107K +3,125 +0.6%
AWM
370
AE Wealth Management
Kansas
$19.5M -$12.7M -369,773 -42%
VPIM
371
Vanguard Personalized Indexing Management
California
$19.3M +$3.31M +96,426 +23%
C
372
Certuity
Florida
$19.2M -$491K -14,302 -3%
VF
373
Vest Financial
Virginia
$19.1M +$4.21M +122,776 +32%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$19M +$122K +3,556 +0.7%
Hudson Bay Capital Management
375
Hudson Bay Capital Management
Connecticut
$19M -$10.3M -300,000 -38%

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.