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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
CSB
1901
City State Bank
Iowa
$604K
TCM
1902
Traynor Capital Management
Pennsylvania
$604K -$19.4K -566 -3%
CWM
1903
C2C Wealth Management
Arizona
$603K -$79K -2,300 -13%
PWAC
1904
Private Wealth Advisors (California)
California
$603K +$858 +25 +0.2%
WA
1905
WealthTrust Axiom
Pennsylvania
$601K -$25.7K -750 -5%
AWAP
1906
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K -$22.4K -652 -4%
CI
1907
Cavalier Investments
Georgia
$600K +$29.1K +849 +6%
GPI
1908
General Partner Inc
Pennsylvania
$600K
WGC
1909
Watts Gwilliam & Co
Arizona
$600K +$535K +15,581 New
EFSCE
1910
Enterprise Financial Services Corp (EFSC)
Missouri
$599K -$11.7K -340 -2%
BIA
1911
Barry Investment Advisors
Massachusetts
$599K +$56.1K +1,633 +12%
FFG
1912
Frisch Financial Group
New York
$599K +$8.86K +258 +2%
TCBWMS
1913
Texas Capital Bank Wealth Management Services
Texas
$599K -$1.09M -31,751 -67%
SMWM
1914
Silvia McColl Wealth Management
California
$598K
PCP
1915
Proficio Capital Partners
Massachusetts
$597K +$52.6K +1,533 +11%
TPWA
1916
TRUE Private Wealth Advisors
Oregon
$597K -$343 -10 -0.1%
VCM
1917
Virtue Capital Management
Tennessee
$595K +$25.2K +733 +5%
HIC
1918
Harvey Investment Company
Kentucky
$595K
AFAS
1919
Acorn Financial Advisory Services
Virginia
$595K -$34K -990 -6%
EBT
1920
Enterprise Bank & Trust
Massachusetts
$594K -$39.6K -1,153 -7%
CAM
1921
Cypress Asset Management
Texas
$594K +$343 +10 +0.1%
FCFC
1922
First Citizens Financial Corp
Iowa
$594K +$2.78K +81 +0.5%
HAG
1923
HF Advisory Group
Maryland
$593K +$110K +3,213 +26%
SIC
1924
Shoker Investment Counsel
Ohio
$593K +$1.58K +46 +0.3%
SN
1925
Sittner & Nelson
Oregon
$591K

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.