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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
CAL
951
Capital Analysts LLC
Pennsylvania
$3.39M +$304K +8,843 +11%
OCBCO
952
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.38M +$1.04M +30,418 +52%
PIM
953
Penobscot Investment Management
Massachusetts
$3.38M +$158K +4,595 +5%
IAN
954
Integrated Advisors Network
Texas
$3.37M -$3.45M -100,506 -53%
PGAM
955
Princeton Global Asset Management
New Jersey
$3.37M -$122K -3,558 -4%
HWAM
956
Hennion & Walsh Asset Management
New Jersey
$3.36M -$656K -19,104 -18%
SAM
957
Synergy Asset Management
Washington
$3.34M +$1.15M +33,559 +62%
QI
958
Qtron Investments
Massachusetts
$3.32M
AAI
959
American Assets Inc
California
$3.32M
SGDR
960
SPX Gestao de Recursos
Brazil
$3.31M +$3M +87,300 New
IAIM
961
International Assets Investment Management
Florida
$3.3M +$122K +3,553 +3%
HCM
962
Hollencrest Capital Management
California
$3.29M -$40.5K -1,179 -1%
PL
963
Perpetual Ltd
Australia
$3.29M +$687K +20,021 +30%
NSEDCP
964
NJ State Employees Deferred Compensation Plan
New Jersey
$3.28M
SYBT
965
Stock Yards Bank & Trust
Kentucky
$3.28M +$117K +3,401 +4%
WG
966
Winton Group
United Kingdom
$3.27M +$1.16M +33,687 +64%
TCPG
967
Trivant Custom Portfolio Group
California
$3.26M -$53.3K -1,553 -2%
IW
968
Imprint Wealth
South Carolina
$3.26M +$786K +22,907 +36%
BW
969
Bison Wealth
Georgia
$3.25M -$51K -1,486 -2%
LCAM
970
London & Capital Asset Management
United Kingdom
$3.25M -$787K -22,930 -21%
GIM
971
Guardian Investment Management
California
$3.24M +$170K +4,960 +6%
WAAG
972
Wealth Alliance Advisory Group
Kansas
$3.24M +$55.1K +1,604 +2%
DCM
973
Delta Capital Management
New Jersey
$3.24M +$2.93M +85,350 New
BKA
974
Brick & Kyle Associates
Pennsylvania
$3.23M -$8.82K -257 -0.3%
FPAS
975
Focus Partners Advisor Solutions
Missouri
$3.23M +$1.56M +45,326 +114%

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.