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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
IHL
576
Investment House LLC
California
$8.91M +$1.16M +33,803 +17%
PTC
577
Philadelphia Trust Company
Pennsylvania
$8.86M +$190K +5,522 +2%
GI
578
GLOBALT Investments
Georgia
$8.83M +$2.64M +77,019 +49%
NEAM
579
New England Asset Management
Connecticut
$8.79M +$423K +12,330 +6%
JIC
580
Johnson Investment Counsel
Ohio
$8.77M -$1.11M -32,336 -12%
PI
581
PGGM Investments
Netherlands
$8.76M +$6.9M +200,871 +669%
VIG
582
Vienna Insurance Group
Poland
$8.75M
AIM
583
Access Investment Management
Georgia
$8.72M
LSA
584
L & S Advisors
California
$8.71M +$7.49M +218,193 +1,905%
Westfield Capital Management
585
Westfield Capital Management
Massachusetts
$8.71M +$504K +14,672 +7%
AF
586
Allworth Financial
California
$8.7M +$921K +26,834 +13%
PF
587
Phoenix Financial
Israel
$8.69M -$71.3M -2,076,403 -90%
ERIM
588
Eagle Ridge Investment Management
Connecticut
$8.66M +$200K +5,814 +3%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.62M -$620K -18,074 -7%
OCAM
590
Onex Canada Asset Management
Ontario, Canada
$8.61M -$628K -18,286 -7%
Wolverine Trading
591
Wolverine Trading
Illinois
$8.61M -$4.53M -131,887 -37%
FFBTD
592
First Financial Bank - Trust Division
Ohio
$8.54M +$457K +13,316 +6%
BG
593
Bollard Group
Massachusetts
$8.41M +$14.5K +421 +0.2%
FA
594
Financial Avengers
California
$8.4M +$143K +4,171 +2%
GWMIA
595
Global Wealth Management Investment Advisory
Florida
$8.38M -$7.93K -231 -0.1%
SFI
596
Siemens Fonds Invest
Germany
$8.36M -$308K -8,964 -4%
USCWA
597
U.S. Capital Wealth Advisors
Texas
$8.35M -$1.9M -55,220 -20%
RIA
598
RPG Investment Advisory
California
$8.35M -$37K -1,079 -0.5%
CIM
599
Contravisory Investment Management
Massachusetts
$8.34M +$7.55M +219,993 New
FCBT
600
First Citizens Bank & Trust
North Carolina
$8.32M +$1.7M +49,641 +29%

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.