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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
Calamos Advisors
151
Calamos Advisors
Illinois
$115M -$1.69M -49,113 -2%
RCMU
152
Rokos Capital Management (UK)
United Kingdom
$115M +$104M +3,031,291 New
Aviva
153
Aviva
United Kingdom
$113M +$1.69M +49,129 +2%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$113M -$7.1M -206,888 -7%
Artisan Partners
155
Artisan Partners
Wisconsin
$112M -$11.6M -338,691 -10%
BG
156
Bahl & Gaynor
Ohio
$111M -$10.9M -318,817 -10%
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
$111M +$50.3M +1,465,115 +101%
Asset Management One
158
Asset Management One
Japan
$110M -$6.55M -190,789 -6%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$110M -$377K -10,976 -0.4%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$110M -$1.16M -33,696 -1%
EHC
161
Everett Harris & Co
California
$110M +$521K +15,189 +0.5%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$109M -$39.9M -1,163,741 -29%
N
163
Natixis
France
$108M -$21.7M -632,950 -18%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$106M -$6.21M -180,953 -6%
DLA
165
Douglas Lane & Associates
New York
$104M -$1.58M -45,976 -2%
Cerity Partners
166
Cerity Partners
New York
$103M +$20.2M +589,623 +28%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$102M -$228M -6,653,215 -71%
Corient Private Wealth
168
Corient Private Wealth
Florida
$100M -$1.5M -43,590 -2%
Sanders Capital
169
Sanders Capital
Florida
$100M -$13.1M -381,490 -13%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$96.9M -$13.6M -395,120 -13%
IG
171
ING Group
Netherlands
$96.4M +$74.7M +2,177,271 +596%
Squarepoint
172
Squarepoint
New York
$96M +$33.7M +981,170 +63%
Creative Planning
173
Creative Planning
Kansas
$94.6M +$2.64M +76,824 +3%
RAM
174
Resona Asset Management
Japan
$92.4M +$83.6M +2,435,548 New
Rafferty Asset Management
175
Rafferty Asset Management
New York
$91.8M -$643K -18,727 -0.8%

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.