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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
EF
551
Empirical Finance
Pennsylvania
$9.69M +$286K +8,338 +3%
SB
552
Simmons Bank
Arkansas
$9.66M +$683K +19,892 +8%
Assenagon Asset Management
553
Assenagon Asset Management
Luxembourg
$9.63M +$2.01M +58,442 +30%
BBHC
554
Brown Brothers Harriman & Co
New York
$9.61M +$124K +3,613 +1%
GIM
555
Greylin Investment Management
Virginia
$9.56M -$34.2K -995 -0.4%
HCM
556
Huber Capital Management
California
$9.55M +$2.4M +70,000 +38%
AIM
557
ARGA Investment Management
Connecticut
$9.54M
PCA
558
Providence Capital Advisors
North Carolina
$9.48M +$989K +28,821 +13%
RAM
559
RedJay Asset Management
Ontario, Canada
$9.48M +$4.63M +135,000 +117%
BFS
560
Bard Financial Services
Connecticut
$9.47M -$48.1K -1,400 -0.6%
PWW
561
Pettyjohn Wood & White
Virginia
$9.46M +$10.8K +316 +0.1%
WI
562
Wintrust Investments
Illinois
$9.37M -$592K -17,241 -5%
RT
563
Rockland Trust
Massachusetts
$9.36M +$38.3K +1,115 +0.5%
CDH
564
Charles D. Hyman
$9.32M -$183K -5,327 -2%
SC
565
Searle & Co
Connecticut
$9.31M
RSWM
566
Robertson Stephens Wealth Management
California
$9.28M +$479K +13,954 +6%
HNB
567
Huntington National Bank
Ohio
$9.27M -$1.1M -32,003 -12%
AHC
568
Anderson Hoagland & Co
Missouri
$9.2M +$30.7K +895 +0.4%
RJT
569
Raymond James Trust
Florida
$9.15M -$59.5K -1,733 -0.7%
PAG
570
Private Advisory Group
Washington
$9.12M -$2.22M -64,605 -21%
NB
571
Norinchukin Bank
Japan
$9.05M -$113K -3,292 -1%
PGIM
572
Pacific Global Investment Management
California
$9.03M -$334K -9,733 -4%
VVP
573
Venture Visionary Partners
Ohio
$9.02M -$77.3K -2,253 -0.9%
TI
574
Tidal Investments
Wisconsin
$9.01M +$195K +5,666 +2%
SWM
575
Stockman Wealth Management
Montana
$8.98M +$24.5K +715 +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.