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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
ASG
2126
Ariston Services Group
California
$426K
OWP
2127
Obermeyer Wealth Partners
Colorado
$426K +$60.9K +1,773 +19%
LC
2128
LCNB Corp
Ohio
$425K -$18.6K -541 -5%
ML
2129
McAdam LLC
Pennsylvania
$425K +$47.1K +1,371 +14%
WWP
2130
WR Wealth Planners
Missouri
$425K -$5.18K -151 -1%
FMTC
2131
Farmers & Merchants Trust Company
California
$424K -$11.1K -324 -3%
HI
2132
Humankind Investments
New York
$424K -$17.4K -506 -4%
CCMIC
2133
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$423K -$27.6M -804,490 -99%
PWMG
2134
Pinnacle Wealth Management Group
Michigan
$423K -$15.1K -440 -4%
PSP
2135
Pacific Sage Partners
Washington
$423K -$5.94K -173 -2%
BAM
2136
BOS Asset Management
Illinois
$423K +$31.9K +930 +9%
SB
2137
Sunflower Bank
Texas
$422K +$8.17K +238 +2%
BIA
2138
BHK Investment Advisors
Alabama
$422K +$134K +3,916 +54%
BEAM
2139
Baker Ellis Asset Management
Washington
$421K +$130K +3,800 +52%
GA
2140
Gateway Advisory
New Jersey
$421K +$93K +2,710 +32%
BWAM
2141
Boyd Watterson Asset Management
Ohio
$420K +$6.93K +202 +2%
S
2142
Sunpointe
Missouri
$420K +$13.3K +387 +4%
AWA
2143
Amplius Wealth Advisors
Pennsylvania
$419K -$105K -3,048 -22%
AIIMS
2144
Analyst IMS Investment Management Services
Israel
$419K +$43K +1,254 +13%
TFA
2145
Toth Financial Advisory
Virginia
$417K +$7.04K +205 +2%
BWCS
2146
Beirne Wealth Consulting Services
Connecticut
$417K -$127K -3,699 -25%
HKIM
2147
Hayek Kallen Investment Management
Alabama
$417K +$107K +3,120 +40%
TAM
2148
Townsend Asset Management
North Carolina
$417K +$65.9K +1,920 +21%
CAM
2149
Cozad Asset Management
Illinois
$416K -$1.37K -40 -0.4%
CRWM
2150
Castle Rock Wealth Management
California
$415K -$32.2K -937 -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.