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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
FFC
2151
First Financial Corp
Indiana
$413K -$55.6K -1,620 -13%
SWP
2152
Semus Wealth Partners
Florida
$413K +$3.36K +98 +0.9%
NWA
2153
New World Advisors
Massachusetts
$413K -$66.9K -1,950 -15%
AAP
2154
Arax Advisory Partners
Colorado
$412K +$1.96K +57 +0.5%
MWAM
2155
Manhattan West Asset Management
California
$412K +$2.33K +68 +0.6%
UAG
2156
United Advisor Group
Ohio
$412K +$373K +10,862 New
MCWA
2157
Meadow Creek Wealth Advisors
Georgia
$411K +$45.5K +1,325 +14%
CIM
2158
Confluence Investment Management
Missouri
$409K -$343K -10,000 -48%
AFG
2159
ABLE Financial Group
Arizona
$409K -$10.4K -304 -3%
OFS
2160
Oldfather Financial Services
Nebraska
$408K
FFA
2161
Florida Financial Advisors
Florida
$408K -$1.83M -53,194 -83%
OL
2162
Optas LLC
Texas
$407K +$1.89K +55 +0.5%
JCM
2163
Jag Capital Management
Missouri
$407K +$58.5K +1,703 +19%
APC
2164
Aspire Private Capital
North Carolina
$407K -$1.54K -45 -0.4%
SIC
2165
Sigma Investment Counselors
Michigan
$406K
APW
2166
Austin Private Wealth
Texas
$406K -$95.4K -2,780 -20%
BAM
2167
Brave Asset Management
New Jersey
$406K +$24.1K +701 +7%
KCPG
2168
Kavar Capital Partners Group
Kansas
$405K -$347K -10,115 -49%
Cohen & Steers
2169
Cohen & Steers
New York
$403K -$157K -4,581 -30%
SSW
2170
Stone Summit Wealth
Florida
$402K -$4.12K -120 -1%
TCPW
2171
Twin City Private Wealth
North Carolina
$402K +$364K +10,593 New
JWM
2172
JGP Wealth Management
Oregon
$402K +$8.03K +234 +2%
JLBC
2173
J.L. Bainbridge & Co
Florida
$402K
PCMF
2174
Private Capital Management (Florida)
Florida
$400K +$24.4K +711 +7%
UCMOK
2175
United Capital Management of KS
Kansas
$400K -$81K -2,360 -18%

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.