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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
SRC
1201
Shufro Rose & Co
New York
$1.97M +$99.9K +2,910 +6%
FPGT
1202
Financial Partners Group (Tennessee)
Tennessee
$1.96M +$292K +8,516 +20%
WPW
1203
Waldron Private Wealth
Pennsylvania
$1.96M +$81.7K +2,379 +5%
AAS
1204
Ameritas Advisory Services
Nebraska
$1.95M +$755K +22,002 +72%
MIM
1205
MTM Investment Management
South Carolina
$1.95M +$4.94K +144 +0.3%
LAM
1206
L2 Asset Management
Massachusetts
$1.95M +$102K +2,957 +6%
BMCM
1207
Bryn Mawr Capital Management
Pennsylvania
$1.95M -$24K -699 -1%
AA
1208
Aire Advisors
California
$1.94M +$333K +9,707 +23%
CSIC
1209
Clifford Swan Investment Counsel
California
$1.92M -$38K -1,107 -2%
WCM
1210
Wunderlich Capital Managemnt
Tennessee
$1.91M -$101K -2,929 -5%
HCM
1211
Howland Capital Management
Massachusetts
$1.91M -$15.4K -450 -0.9%
OCPWS
1212
One Charles Private Wealth Services
Massachusetts
$1.91M +$192K +5,581 +12%
LIM
1213
Longfellow Investment Management
Massachusetts
$1.9M +$12.9K +376 +0.8%
NB
1214
NBT Bank
New York
$1.9M -$65.3K -1,901 -4%
MI
1215
Mango Investments
Colorado
$1.9M
SC
1216
Savoie Capital
Illinois
$1.9M +$1.72M +50,000 New
LSPW
1217
Lake Street Private Wealth
Illinois
$1.9M +$652 +19 +0%
CD
1218
Chapin Davis
Maryland
$1.89M -$196K -5,700 -10%
DL
1219
DOHJ LLC
Washington
$1.89M +$123K +3,585 +8%
ZB
1220
Zions Bancorporation
Utah
$1.88M -$609K -17,727 -26%
HIIFS
1221
Harel Insurance Investments & Financial Services
Israel
$1.88M
SSB
1222
Sandy Spring Bank
Maryland
$1.86M -$55.2K -1,609 -3%
SIA
1223
SeaBridge Investment Advisors
New Jersey
$1.86M -$215K -6,257 -11%
BFC
1224
Blue Fin Capital
Rhode Island
$1.86M -$195K -5,686 -10%
AR
1225
Advisory Research
Illinois
$1.86M

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.