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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
WIS
976
Wright Investors Service
Connecticut
$3.22M -$21.3K -621 -0.7%
CANY
977
Caxton Associates (New York)
New York
$3.22M -$25.6M -744,387 -90%
AIA
978
Affinity Investment Advisors
California
$3.21M -$9.23K -269 -0.3%
LAM
979
Lakewood Asset Management
Illinois
$3.2M +$197K +5,737 +7%
PWCM
980
Processus Wealth & Capital Management
Tennessee
$3.19M +$380K +11,079 +15%
MVA
981
Mount Vernon Associates
Maryland
$3.19M +$755 +22 +0%
KFC
982
Klingenstein Fields & Co
New York
$3.18M -$173K -5,042 -6%
LCM
983
Legato Capital Management
California
$3.18M
BFA
984
Beaumont Financial Advisors
Massachusetts
$3.18M +$67K +1,951 +2%
DWT
985
Dorsey & Whitney Trust
South Dakota
$3.16M -$316K -9,204 -10%
BCM
986
Birmingham Capital Management
Alabama
$3.15M -$28.3K -825 -1%
BMC
987
Beaton Management Company
Massachusetts
$3.14M -$15.4K -450 -0.5%
CW
988
CreativeOne Wealth
Kansas
$3.13M +$378K +11,010 +15%
EWM
989
Evercore Wealth Management
New York
$3.13M -$3.28M -95,477 -54%
TAM
990
Trust Asset Management
Texas
$3.13M -$11.3K -330 -0.4%
HSA
991
HBK Sorce Advisory
Pennsylvania
$3.13M -$5.63K -164 -0.2%
LWMM
992
Legacy Wealth Management (Mississippi)
Mississippi
$3.12M -$25.7K -750 -0.9%
MPAM
993
Murphy Pohlad Asset Management
Minnesota
$3.12M -$40.3K -1,175 -1%
Bank Julius Baer & Co
994
Bank Julius Baer & Co
Switzerland
$3.11M -$1.34M -38,904 -32%
PCA
995
Peddock Capital Advisors
Massachusetts
$3.11M +$65.7K +1,914 +2%
CRA
996
Clear Rock Advisors
Texas
$3.11M +$48.9K +1,425 +2%
WWM
997
Western Wealth Management
Colorado
$3.1M -$179K -5,222 -6%
IFWM
998
Institute for Wealth Management
Colorado
$3.1M -$1.72K -50 -0.1%
SWM
999
Spire Wealth Management
Virginia
$3.09M +$225K +6,567 +9%
YDMI
1000
Y.D. More Investments
Israel
$3.09M -$200K -5,826 -7%

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.