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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
SCM
76
Smead Capital Management
Arizona
$276M +$10.3M +301,400 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
77
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$270M +$182M +5,293,000 +291%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$267M -$147M -4,293,200 -38%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$266M -$9.1M -265,141 -4%
Boston Partners
80
Boston Partners
Massachusetts
$257M -$26.5M -770,641 -10%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$256M +$2.29M +66,600 +1%
First Trust Advisors
82
First Trust Advisors
Illinois
$256M +$3.91M +113,782 +2%
CCM
83
Cullen Capital Management
New York
$249M +$105M +3,048,938 +87%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$244M -$192M -5,606,952 -47%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$243M +$26M +756,121 +13%
DekaBank Deutsche Girozentrale
86
DekaBank Deutsche Girozentrale
Germany
$241M -$3.87M -112,828 -2%
EDRH
87
Edmond de Rothschild Holding
Switzerland
$240M +$7.02M +204,465 +3%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$239M +$5.92M +172,467 +3%
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$237M -$1.63M -47,504 -0.8%
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$233M -$35.7M -1,040,047 -14%
FWIA
91
Fort Washington Investment Advisors
Ohio
$229M -$5.18M -150,968 -2%
LPL Financial
92
LPL Financial
California
$227M +$3.94M +114,753 +2%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$225M +$12.5M +365,407 +5%
VanEck Associates
94
VanEck Associates
New York
$218M +$15M +437,297 +8%
CHP
95
Castle Hook Partners
New York
$214M +$67.6M +1,969,432 +53%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$211M -$24.6M -717,192 -11%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$210M +$8.08M +235,509 +4%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$209M +$3.23M +93,982 +2%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$209M +$49.4M +1,437,843 +35%
AQR Capital Management
100
AQR Capital Management
Connecticut
$207M +$54.3M +1,580,766 +40%

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.