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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
GWM
851
Glass Wealth Management
Texas
$4.16M +$3.77M +109,819 New
SBIA
852
Sheaff Brock Investment Advisors
Indiana
$4.16M -$70.7K -2,060 -2%
HHII
853
H&H International Investment
California
$4.16M
CWM
854
Chemistry Wealth Management
New York
$4.15M +$10.6K +310 +0.3%
FG
855
Fiduciary Group
Georgia
$4.15M -$34.1K -993 -0.9%
WIC
856
Woodmont Investment Counsel
Tennessee
$4.15M -$97.9K -2,852 -3%
CCM
857
Consolidated Capital Management
California
$4.13M -$50.5K -1,472 -1%
EB
858
Eastern Bank
Massachusetts
$4.12M -$429K -12,492 -10%
JIC
859
Joel Isaacson & Co
New York
$4.12M +$10.1K +294 +0.3%
SCA
860
Stieven Capital Advisors
Missouri
$4.11M +$3.43K +100 +0.1%
HVIA
861
Hudson Valley Investment Advisors
New York
$4.11M -$1.12M -32,609 -23%
CNBT
862
Canandaigua National Bank & Trust
New York
$4.1M +$287K +8,369 +8%
SCI
863
S&CO Inc
Massachusetts
$4.1M -$260K -7,565 -7%
PCM
864
Parsons Capital Management
Rhode Island
$4.1M +$5.18K +151 +0.1%
PP
865
Patten & Patten
Tennessee
$4.1M -$319K -9,304 -8%
EH
866
Equitable Holdings
New York
$4.09M -$590K -17,181 -14%
SSI
867
Scott & Selber Inc
Texas
$4.06M -$1.89K -55 -0.1%
AG
868
Ascent Group
Virginia
$4.06M -$1.83M -53,360 -33%
CGF
869
Constant Guidance Financial
Massachusetts
$4.06M +$3.18M +92,531 +542%
TFS
870
Thoroughbred Financial Services
Tennessee
$4.06M -$2.12M -61,848 -37%
CT
871
Chicago Trust
Illinois
$4.06M -$20.9K -609 -0.6%
SSWM
872
Smith Salley Wealth Management
North Carolina
$4.05M -$1.31M -38,271 -26%
RGI
873
River Global Investors
United Kingdom
$4.05M -$43.4K -1,265 -1%
AFG
874
Atomi Financial Group
New York
$4.05M +$601K +17,496 +20%
PA
875
Profund Advisors
Maryland
$4.05M +$9.82K +286 +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.