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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
Vontobel Holding
651
Vontobel Holding
Switzerland
$7.3M -$2.4M -70,001 -27%
AAM
652
Advisors Asset Management
Colorado
$7.25M -$781K -22,737 -11%
PCIA
653
Prime Capital Investment Advisors
Kansas
$7.22M -$2.56M -74,721 -28%
DWM
654
Dakota Wealth Management
Florida
$7.21M +$79.2K +2,306 +1%
LA
655
LBP AM
France
$7.21M -$38.3M -1,115,214 -85%
FNT
656
First National Trust
Pennsylvania
$7.18M -$329K -9,571 -5%
RIM
657
Rakuten Investment Management
Japan
$7.11M +$5.85M +170,291 +989%
KA
658
Kerrisdale Advisers
Florida
$7.1M -$723K -21,070 -10%
BCI
659
Brinker Capital Investments
Pennsylvania
$7.09M +$68.6K +1,998 +1%
OPS
660
Orion Portfolio Solutions
Nebraska
$7.09M +$68.6K +1,998 +1%
PWM
661
Perigon Wealth Management
California
$7.07M -$1.38M -40,163 -18%
BRWA
662
B. Riley Wealth Advisors
Florida
$7.03M +$767K +22,342 +10%
GIM
663
Goelzer Investment Management
Indiana
$7.01M +$144K +4,206 +2%
RWA
664
River Wealth Advisors
Pennsylvania
$6.96M +$127K +3,692 +2%
FAB
665
First American Bank
Illinois
$6.93M +$477K +13,906 +8%
PI
666
PFG Investments
New York
$6.89M +$4.7M +136,798 +304%
WB
667
Webster Bank
Connecticut
$6.86M +$481K +14,003 +8%
FC
668
Fusion Capital
South Carolina
$6.86M +$263K +7,667 +4%
FA
669
Fagan Associates
New York
$6.85M +$222K +6,468 +4%
ACIM
670
Azimuth Capital Investment Management
Michigan
$6.83M -$799K -23,282 -11%
SAM
671
Shikiar Asset Management
New York
$6.82M -$935K -27,224 -13%
HCM
672
Harvey Capital Management
Florida
$6.78M -$65.2K -1,900 -1%
ZCM
673
Ziegler Capital Management
Illinois
$6.77M -$7.18M -209,181 -54%
FAM
674
Fred Alger Management
New York
$6.77M +$737K +21,462 +14%
NIP
675
Nicholas Investment Partners
California
$6.72M

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.