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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
HRC
476
Hoertkorn Richard Charles
$12.3M -$152K -4,424 -1%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$12.3M +$287K +8,357 +3%
PMAM
478
Picton Mahoney Asset Management
Ontario, Canada
$12.3M -$6.57M -191,494 -37%
WT
479
Washington Trust
Rhode Island
$12.2M -$840K -24,478 -7%
Verition Fund Management
480
Verition Fund Management
Connecticut
$12.1M +$2.23M +64,939 +25%
ISL
481
Ingalls & Snyder LLC
New York
$12.1M -$157K -4,585 -1%
ECM
482
Estabrook Capital Management
New York
$12.1M -$519K -15,121 -5%
CIS
483
Capital International Sarl
California
$12.1M +$428K +12,467 +4%
FCM
484
Fogel Capital Management
Florida
$12M +$11.1M +322,954 New
GC
485
Grimes & Company
Massachusetts
$12M +$237K +6,904 +2%
LW
486
Linscomb Wealth
Texas
$12M -$112K -3,252 -1%
CIA
487
CCM Investment Advisers
South Carolina
$11.9M -$748K -21,795 -6%
NCM
488
Novare Capital Management
North Carolina
$11.9M +$471K +13,721 +5%
TIM
489
Thompson Investment Management
Wisconsin
$11.8M -$86.8K -2,529 -0.8%
PHM
490
Prospect Hill Management
New Jersey
$11.7M -$1.12M -32,650 -10%
SCM
491
Shorepath Capital Management
Utah
$11.6M +$973K +28,354 +10%
NPT
492
Nixon Peabody Trust
Massachusetts
$11.6M +$365K +10,637 +4%
AP
493
Appleton Partners
Massachusetts
$11.5M -$445K -12,961 -4%
DPAM
494
Degroof Petercam Asset Management
Belgium
$11.5M -$4.52M -131,600 -30%
SDIC
495
South Dakota Investment Council
South Dakota
$11.5M
AL
496
Arnhold LLC
New York
$11.2M -$141K -4,095 -1%
ET
497
Equitable Trust
Tennessee
$11.2M +$432K +12,580 +4%
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$11.2M +$587K +17,100 +6%
YC
499
Yarbrough Capital
Tennessee
$11.2M
SWP
500
Stratos Wealth Partners
Ohio
$11.2M +$68.3K +1,990 +0.7%

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.