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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
CAL
2401
Capital Advisors Ltd
Ohio
$285K +$6.8K +198 +3%
BA
2402
Bristlecone Advisors
Washington
$285K +$240 +7 +0.1%
CTFG
2403
Capstone Triton Financial Group
Oklahoma
$285K +$206 +6 +0.1%
VC
2404
Veery Capital
Delaware
$284K +$515 +15 +0.2%
BSA
2405
Bull Street Advisors
Georgia
$284K
CCM
2406
Chickasaw Capital Management
Tennessee
$284K
PMG
2407
Private Management Group
California
$284K -$103K -3,000 -29%
SWM
2408
Shelton Wealth Management
Texas
$284K -$28.8K -838 -10%
CFC
2409
Coyle Financial Counsel
Illinois
$283K +$515 +15 +0.2%
CCWM
2410
Correct Capital Wealth Management
Missouri
$283K
CPA
2411
Capital Performance Advisors
California
$283K -$23.5K -686 -8%
SLT
2412
St Louis Trust
Missouri
$282K +$257K +7,474 New
FA
2413
Fountainhead AM
New Jersey
$282K +$33.6K +978 +15%
PS
2414
Planned Solutions
California
$281K
TAM
2415
Tucker Asset Management
Colorado
$281K +$43K +1,253 +20%
MPCA
2416
Madison Park Capital Advisors
Washington
$281K +$103 +3 +0%
LPAM
2417
Lodestar Private Asset Management
California
$281K -$3.6K -105 -1%
GPA
2418
Guerra Pan Advisors
New Jersey
$281K -$4.05K -118 -2%
BFIM
2419
Beese Fulmer Investment Management
Ohio
$281K
RRWA
2420
Rainey & Randall Wealth Advisors
Florida
$280K +$1.27K +37 +0.5%
FOA
2421
Five Oceans Advisors
California
$280K +$2.61K +76 +1%
CPC
2422
Consolidated Planning Corp
Georgia
$280K -$23K -671 -8%
SWIM
2423
Smallwood Wealth Investment Management
New Jersey
$280K
IPW
2424
Intergy Private Wealth
Colorado
$280K +$3.85K +112 +2%
BSB
2425
Bangor Savings Bank
Maine
$279K -$4.29K -125 -2%

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.