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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
PWP
826
Principle Wealth Partners
Connecticut
$4.42M +$74.5K +2,170 +2%
MIM
827
Morningstar Investment Management
Illinois
$4.37M -$60.2K -1,753 -1%
BBI
828
Baxter Bros Inc
Connecticut
$4.37M +$149K +4,337 +4%
IMCOOI
829
Investment Management Corp of Ontario (IMCO)
Canada
$4.36M -$2.4M -69,840 -38%
P
830
Pitcairn
Pennsylvania
$4.33M -$63K -1,834 -2%
MOS
831
MGO One Seven
Ohio
$4.33M -$94.8K -2,762 -2%
ECU
832
Eisler Capital (UK)
United Kingdom
$4.33M +$3.7M +107,652 +1,665%
SCM
833
Silvant Capital Management
Georgia
$4.31M
A
834
AustralianSuper
Australia
$4.3M +$3.93M +114,625 New
PCA
835
Pallas Capital Advisors
Massachusetts
$4.3M +$504K +14,696 +15%
CFSG
836
Community Financial Services Group
Vermont
$4.27M +$3.87M +112,718 New
RWP
837
RWA Wealth Partners
Massachusetts
$4.27M -$123K -3,595 -3%
PAM
838
Paradigm Asset Management
New York
$4.27M -$92.7K -2,700 -2%
AMAL
839
Asset Management Advisors LLC
Oklahoma
$4.27M -$62.6K -1,825 -2%
DAS
840
Dynamic Advisor Solutions
Arizona
$4.27M +$8.96K +261 +0.2%
HAG
841
HighPoint Advisor Group
Illinois
$4.26M -$3.12K -91 -0.1%
EFS
842
Essex Financial Services
Connecticut
$4.26M +$267K +7,792 +7%
NCM
843
Neumann Capital Management
California
$4.25M +$120K +3,500 +3%
JWCA
844
J.W. Cole Advisors
Florida
$4.25M -$100K -2,912 -3%
AIMA
845
Ables Iannone Moore & Associates
Georgia
$4.23M -$31.4K -915 -0.8%
SA
846
Shilanski & Associates
Alaska
$4.23M +$86.3K +2,515 +2%
SPC
847
Sigma Planning Corp
Michigan
$4.22M +$1.91M +55,770 +101%
ACI
848
Alpha Cubed Investments
California
$4.19M +$404K +11,772 +12%
OLA
849
Oliver Luxxe Assets
New Jersey
$4.18M +$1.96K +57 +0.1%
LI
850
Latash Investments
Alaska
$4.17M

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.