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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
MIM
776
Montgomery Investment Management
Maryland
$5.02M -$2.03M -59,079 -31%
APSI
777
Asset Planning Services Inc
Louisiana
$5.02M +$75.6K +2,201 +2%
KA
778
Kintegral Advisory
New York
$5.01M -$14.1K -412 -0.3%
MFG
779
Merit Financial Group
Georgia
$5M +$969K +28,236 +27%
RIL
780
Rothschild Investment LLC
Illinois
$5M -$45K -1,311 -1%
Twin Tree Management
781
Twin Tree Management
Texas
$4.99M -$84.9M -2,473,133 -95%
TPCW
782
TD Private Client Wealth
New York
$4.99M +$475K +13,824 +12%
BP
783
Ballentine Partners
Massachusetts
$4.98M +$231K +6,727 +5%
HI
784
Horizon Investments
North Carolina
$4.98M +$156K +4,554 +4%
Fayez Sarofim & Co
785
Fayez Sarofim & Co
Texas
$4.93M -$197K -5,735 -4%
EAM
786
EULAV Asset Management
Florida
$4.93M -$687K -20,000 -13%
AF
787
Ally Financial
Michigan
$4.93M
SFM
788
Signet Financial Management
New Jersey
$4.91M -$328K -9,566 -7%
PMSA
789
Patrick M. Sweeney & Associates
Illinois
$4.88M +$8K +233 +0.2%
MLIC
790
Mandatum Life Insurance Company
Finland
$4.86M
AW
791
Apricus Wealth
South Carolina
$4.85M -$76.7K -2,235 -2%
HCM
792
Hudson Capital Management
New Jersey
$4.85M -$16K -467 -0.4%
CAM
793
Carret Asset Management
New York
$4.8M -$217K -6,331 -5%
GIA
794
GHP Investment Advisors
Colorado
$4.79M +$12.3K +357 +0.3%
DA
795
DCF Advisers
Connecticut
$4.75M -$117K -3,400 -3%
BFIC
796
Bedell Frazier Investment Counselling
California
$4.74M -$107K -3,119 -2%
DAS
797
Diversify Advisory Services
Utah
$4.73M +$4.33M +126,055 New
FSCM
798
Front Street Capital Management
Montana
$4.69M -$377K -10,978 -8%
LFAS
799
Level Four Advisory Services
Texas
$4.69M +$207K +6,042 +5%
ACM
800
Altrius Capital Management
North Carolina
$4.68M +$301K +8,774 +8%

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.