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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
AIM
901
AMI Investment Management
Indiana
$3.77M +$14.2K +415 +0.4%
KCM
902
Kornitzer Capital Management
Kansas
$3.77M -$21.9K -638 -0.6%
MIM
903
Marco Investment Management
Georgia
$3.74M +$33.9K +988 +1%
GRP
904
Global Retirement Partners
California
$3.74M -$19.1K -556 -0.6%
CFG
905
Citizens Financial Group
Rhode Island
$3.73M +$718K +20,916 +27%
GG
906
Gleason Group
Kentucky
$3.73M -$98.1K -2,858 -3%
CIAS
907
Capital Investment Advisory Services
North Carolina
$3.73M -$362K -10,550 -10%
PP
908
Pacifica Partners
Canada
$3.72M -$41.4K -1,205 -1%
BC
909
Belmont Capital
California
$3.71M -$1.88M -54,678 -36%
PL
910
Plancorp LLC
Missouri
$3.68M +$112K +3,256 +3%
FNBT
911
FineMark National Bank & Trust
Florida
$3.68M +$95K +2,767 +3%
CFIA
912
Cantor Fitzgerald Investment Advisors
New York
$3.65M -$153K -4,451 -4%
EFG
913
Embree Financial Group
Illinois
$3.64M -$137K -3,998 -4%
SJIM
914
St. Johns Investment Management
Florida
$3.64M +$47.4K +1,380 +1%
WJWM
915
Williams Jones Wealth Management
New York
$3.63M -$508K -14,786 -13%
CCM
916
Coldstream Capital Management
Washington
$3.63M +$187K +5,436 +6%
1SB
917
1ST Source Bank
Indiana
$3.62M -$5.18K -151 -0.2%
MIC
918
Meridian Investment Counsel
California
$3.59M -$37.5K -1,092 -1%
GIM
919
Gold Investment Management
Alberta, Canada
$3.56M +$3.98K +116 +0.1%
VCA
920
Verdence Capital Advisors
Maryland
$3.56M -$101K -2,951 -3%
FFM
921
Forum Financial Management
Illinois
$3.56M +$25.1K +731 +0.8%
BONH
922
Bank of New Hampshire
New Hampshire
$3.56M -$4.57K -133 -0.1%
PA
923
Procyon Advisors
Connecticut
$3.56M -$1.65M -48,204 -34%
GSC
924
Grey Street Capital
Illinois
$3.55M +$2.23M +64,917 +226%
CG
925
Caprock Group
Idaho
$3.55M +$389K +11,339 +14%

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.