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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
IMRF
526
Illinois Municipal Retirement Fund
Illinois
$10.3M
SFS
527
Sowell Financial Services
Arkansas
$10.3M -$636K -18,513 -6%
CIC
528
Carnegie Investment Counsel
Ohio
$10.3M -$274K -7,991 -3%
BCM
529
Blume Capital Management
California
$10.3M -$3.81K -111 -0%
BFS
530
Bradley Foster & Sargent
Connecticut
$10.3M -$338K -9,835 -4%
GVAG
531
Great Valley Advisor Group
Delaware
$10.3M -$176K -5,131 -2%
Lido Advisors
532
Lido Advisors
California
$10.2M +$423K +12,328 +5%
XF
533
XML Financial
Maryland
$10.2M -$1.53M -44,602 -14%
WAM
534
Weiss Asset Management
Massachusetts
$10.2M +$9.22M +268,588 New
B
535
Bailard
California
$10.2M +$30.8K +898 +0.3%
FDP
536
Financiere des Professionnels
Quebec, Canada
$10.1M
SCTC
537
Sanibel Captiva Trust Company
Florida
$10.1M -$267K -7,773 -3%
SC
538
SouthState Corp
Florida
$9.98M -$581K -16,931 -6%
UCFA
539
United Capital Financial Advisors
Texas
$9.96M +$271K +7,908 +3%
SAM
540
Socorro Asset Management
Texas
$9.89M +$243K +7,077 +3%
IC
541
IEQ Capital
California
$9.89M +$875K +25,504 +11%
CTC
542
Central Trust Company
Missouri
$9.89M -$433K -12,601 -5%
NSIM
543
North Star Investment Management
Illinois
$9.87M +$356K +10,381 +4%
ATC
544
Argent Trust Co
Tennessee
$9.84M +$75.6K +2,202 +0.9%
PB
545
Pinnacle Bancorp
Nebraska
$9.84M
WIA
546
Westbourne Investment Advisors
Maryland
$9.82M -$16.1K -470 -0.2%
JPWM
547
Jamison Private Wealth Management
Georgia
$9.76M +$55.1K +1,606 +0.6%
TCM
548
Tufton Capital Management
Maryland
$9.74M -$64.6K -1,883 -0.7%
SMA
549
Sage Mountain Advisors
Georgia
$9.72M +$109K +3,176 +1%
HPC
550
HM Payson & Co
Maine
$9.7M -$39.4K -1,147 -0.4%

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.