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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
CWC
1076
Carolinas Wealth Consulting
North Carolina
$2.61M +$32.4K +944 +1%
CIM
1077
Chiron Investment Management
New York
$2.6M +$2.35M +68,575 New
BIA
1078
Beacon Investment Advisors
Maryland
$2.6M -$584 -17 -0%
AWA
1079
Arete Wealth Advisors
Illinois
$2.59M -$55.6K -1,620 -2%
DI
1080
Diligent Investors
California
$2.58M -$40.9K -1,192 -2%
EWA
1081
EverSource Wealth Advisors
Alabama
$2.58M +$170K +4,954 +8%
CAMG
1082
CWA Asset Management Group
Florida
$2.56M +$696K +20,268 +43%
SAI
1083
Systematic Alpha Investments
New Jersey
$2.56M
EWM
1084
Empirical Wealth Management
Washington
$2.56M +$278K +8,094 +14%
EI
1085
Ethic Inc
New York
$2.55M +$257K +7,490 +13%
LCC
1086
Lincoln Capital Corp
Rhode Island
$2.55M -$83.7K -2,439 -4%
QWM
1087
Quadcap Wealth Management
Texas
$2.55M -$355K -10,333 -13%
HI
1088
Hendershot Investments
Virginia
$2.53M -$136K -3,960 -6%
RSS
1089
Rosenblum Silverman Sutton
California
$2.53M -$3.43K -100 -0.1%
PPWP
1090
Proquility Private Wealth Partners
Nevada
$2.53M +$653K +19,010 +40%
GJWM
1091
Gilliland Jeter Wealth Management
Arkansas
$2.52M -$102K -2,958 -4%
AMIM
1092
Aull & Monroe Investment Management
Alabama
$2.51M -$64.9K -1,891 -3%
DIP
1093
Davis Investment Partners
North Carolina
$2.51M -$6.59K -192 -0.3%
CIP
1094
Convergence Investment Partners
Florida
$2.51M +$146K +4,260 +7%
ONB
1095
Old National Bancorp
Indiana
$2.49M +$204K +5,942 +10%
CP
1096
Cumberland Partners
Ontario, Canada
$2.46M -$160K -4,660 -7%
VAS
1097
Vestmark Advisory Solutions
Massachusetts
$2.46M +$1.19M +34,641 +115%
AC
1098
Abbrea Capital
California
$2.46M -$36.3K -1,058 -2%
SWA
1099
Stratos Wealth Advisors
Ohio
$2.45M -$2.82M -82,128 -56%
FCI
1100
Financial Counselors Inc
Kansas
$2.45M -$630K -18,347 -22%

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.