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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
AWS
451
Atria Wealth Solutions
New York
$13.7M +$386K +11,238 +3%
QCM
452
Quantinno Capital Management
New York
$13.6M +$5.64M +164,325 +84%
UAS
453
United Asset Strategies
New York
$13.6M +$1.04M +30,276 +9%
GIM
454
Generate Investment Management
New Zealand
$13.6M +$1.32M +38,513 +12%
IIM
455
Intact Investment Management
Quebec, Canada
$13.5M -$941K -27,400 -7%
HFS
456
Hantz Financial Services
Michigan
$13.5M -$266K -7,759 -2%
BCV
457
Banque Cantonale Vaudoise
Switzerland
$13.5M -$310K -9,033 -2%
PIP
458
PB Investment Partners
California
$13.4M -$1.63M -47,472 -12%
JEST
459
JTC Employer Solutions Trustee
Jersey
$13.3M -$2.06M -60,000 -15%
CIM
460
Caldwell Investment Management
Ontario, Canada
$13.3M
IWC
461
Integrated Wealth Concepts
Massachusetts
$13.2M +$259K +7,540 +2%
NMERB
462
New Mexico Educational Retirement Board
New Mexico
$13.2M -$477K -13,900 -4%
LS
463
Livforsakringsbolaget Skandia
Sweden
$13.1M
RGC
464
Redwood Grove Capital
California
$13.1M +$673K +19,600 +6%
AAA
465
Adams Asset Advisors
Texas
$13M -$462K -13,472 -4%
NAS
466
NWF Advisory Services
California
$12.9M +$109K +3,183 +0.9%
CWG
467
Cornerstone Wealth Group
North Carolina
$12.9M +$4.09M +119,093 +54%
AAM
468
Auxier Asset Management
Oregon
$12.9M -$109K -3,184 -0.9%
MGP
469
Metis Global Partners
California
$12.8M -$20.5K -596 -0.2%
H
470
HoyleCohen
California
$12.7M +$25.9K +754 +0.2%
A
471
Allianz
Germany
$12.6M +$11.4M +332,553 New
DR
472
Davis Rea
Ontario, Canada
$12.5M +$3.28M +95,619 +41%
HCMT
473
Highland Capital Management (Tennessee)
Tennessee
$12.4M -$285K -8,293 -2%
ACA
474
Aptus Capital Advisors
Alabama
$12.4M +$1.68M +48,996 +18%
GAM
475
Griffin Asset Management
New York
$12.3M +$37.1K +1,080 +0.3%

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.