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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
JPMIA
501
J.P. Marvel Investment Advisors
Massachusetts
$11.2M +$778K +22,662 +8%
TSW
502
Thompson Siegel & Walmsley
Virginia
$11.1M +$59.1K +1,723 +0.6%
SC
503
Savant Capital
Illinois
$11.1M +$2.96M +86,195 +42%
HR
504
Howe & Rusling
New York
$11.1M -$3.81M -110,974 -27%
CBOR
505
Community Bank of Raymore
Missouri
$11.1M -$1.03M -30,080 -9%
JCM
506
Janney Capital Management
Pennsylvania
$11.1M -$35.4K -1,031 -0.4%
LIA
507
LS Investment Advisors
Michigan
$11.1M -$14.6K -424 -0.1%
AIA
508
Allied Investment Advisors
Montana
$11M +$330K +9,613 +3%
AM
509
AGF Management
Ontario, Canada
$11M +$708K +20,623 +8%
CK
510
Cohen Klingenstein
New York
$10.9M
PFS
511
Prospera Financial Services
Texas
$10.9M +$156K +4,544 +2%
BP
512
BNP Paribas
France
$10.9M +$9.85M +286,968 New
MYLI
513
Meiji Yasuda Life Insurance
Japan
$10.8M -$252K -7,332 -3%
BCM
514
Bourgeon Capital Management
Connecticut
$10.7M +$8.65K +252 +0.1%
CI
515
Capital International
California
$10.6M +$181K +5,276 +2%
CII
516
Capital International Inc
California
$10.6M +$805K +23,451 +9%
HWM
517
HB Wealth Management
Georgia
$10.6M +$4.98K +145 +0.1%
CIP
518
Chartwell Investment Partners
Pennsylvania
$10.6M -$74.4K -2,166 -0.8%
AAS
519
Avantax Advisory Services
Texas
$10.5M +$379K +11,030 +4%
MLICM
520
Metropolitan Life Insurance Company (MetLife)
New York
$10.5M -$87.8K -2,559 -0.9%
FCH
521
Freestone Capital Holdings
Washington
$10.5M +$305K +8,898 +3%
SLAM
522
Swiss Life Asset Management
$10.4M -$26.5M -771,863 -74%
WPW
523
Warther Private Wealth
Ohio
$10.4M +$717K +20,900 +8%
LI
524
LMCG Investments
Massachusetts
$10.4M +$187K +5,440 +2%
VIM
525
Vinva Investment Management
Australia
$10.3M +$828K +24,122 +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.