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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
SC
876
Sykon Capital
New York
$4.04M +$3.66M +106,577 New
GCA
877
Greenwood Capital Associates
South Carolina
$4.04M -$597K -17,402 -14%
LIM
878
Letson Investment Management
Georgia
$4.03M +$43.1K +1,256 +1%
ACM
879
Argyle Capital Management
Pennsylvania
$4.03M -$196K -5,700 -5%
LWM
880
Lyell Wealth Management
California
$4M -$72.3K -2,105 -2%
KLCM
881
KG&L Capital Management
Louisiana
$4M -$402K -11,721 -10%
SLI
882
Sumitomo Life Insurance
Japan
$3.99M +$285K +8,289 +9%
CICI
883
Capital Investment Counsel Inc
North Carolina
$3.97M -$106K -3,100 -3%
MIA
884
MainStreet Investment Advisors
Illinois
$3.96M -$684K -19,940 -16%
IAA
885
Ironsides Asset Advisors
North Carolina
$3.94M +$2.42M +70,353 +210%
KAM
886
Knightsbridge Asset Management
California
$3.93M
HIA
887
Harbor Investment Advisory
Maryland
$3.92M -$51.9K -1,511 -1%
LCM
888
Lazari Capital Management
California
$3.92M -$735K -21,416 -17%
RCM
889
RNC Capital Management
California
$3.91M -$430K -12,522 -11%
WAM
890
Weinberger Asset Management
California
$3.89M -$166K -4,831 -4%
PDL
891
Portfolio Design Labs
California
$3.88M -$2.19M -63,798 -38%
DJYG
892
David J. Yvars Group
Florida
$3.87M -$115K -3,355 -3%
WT
893
Whittier Trust
California
$3.86M +$32.8K +956 +0.9%
BIC
894
Beach Investment Counsel
Pennsylvania
$3.84M
AFM
895
Abbot Financial Management
Massachusetts
$3.82M +$12.2K +354 +0.4%
IA
896
Icon Advisers
Colorado
$3.81M
PA
897
Parallel Advisors
California
$3.81M +$56.2K +1,636 +2%
GCM
898
Gables Capital Management
Florida
$3.8M -$44.6K -1,300 -1%
PAS
899
Park Avenue Securities
New York
$3.79M +$336K +9,784 +11%
IA
900
IFP Advisors
Florida
$3.78M -$144K -4,192 -4%

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.