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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
WAS
426
Wesleyan Assurance Society
United Kingdom
$15.4M
SAM
427
Securian Asset Management
Minnesota
$15.4M -$1.05M -30,527 -7%
1832 Asset Management
428
1832 Asset Management
Ontario, Canada
$15.2M -$10.8M -314,484 -44%
LSERS
429
Louisiana State Employees Retirement System
Louisiana
$15.2M -$532K -15,500 -4%
Walleye Capital
430
Walleye Capital
New York
$15.1M -$2.16M -62,898 -14%
MIA
431
MMBG Investment Advisors
Florida
$15.1M -$311K -9,060 -2%
BCM
432
Becker Capital Management
Oregon
$14.8M -$405K -11,797 -3%
DC
433
Davenport & Co
Virginia
$14.8M +$631K +18,379 +5%
DCM
434
Dupont Capital Management
Delaware
$14.8M
LOPW
435
Live Oak Private Wealth
North Carolina
$14.8M -$17.9K -522 -0.1%
AIM
436
Achmea Investment Management
Netherlands
$14.7M
HCP
437
Holt Capital Partners
Texas
$14.6M +$5.03M +146,547 +62%
LF
438
Longbow Finance
Switzerland
$14.5M -$1.28M -37,362 -9%
AAP
439
Aristotle Atlantic Partners
Florida
$14.4M -$693K -20,177 -5%
MGP
440
M&G plc
United Kingdom
$14.4M +$13M +379,477 New
ECM
441
Evergreen Capital Management
Washington
$14.3M +$250K +7,271 +2%
XWM
442
Xcel Wealth Management
Florida
$14.3M +$191K +5,568 +2%
ABC
443
Associated Banc-Corp
Wisconsin
$14.1M -$147K -4,277 -1%
CIS
444
Connors Investor Services
Pennsylvania
$13.9M +$12.6M +366,450 New
SCM
445
Stanley Capital Management
Texas
$13.9M +$1.72M +50,000 +16%
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$13.8M -$305K -8,874 -2%
BF
447
BOK Financial
Oklahoma
$13.8M +$1.22M +35,547 +11%
WBG
448
Wharton Business Group
Pennsylvania
$13.8M +$5.59M +162,796 +81%
CCM
449
Chilton Capital Management
Texas
$13.7M -$19.4K -565 -0.2%
Group One Trading
450
Group One Trading
Illinois
$13.7M -$6.74M -196,373 -35%

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.