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Bank of America Series L
BAC.PRL
BAC.PRL
213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
19.4% more ownership
Funds ownership: 230.33% → 249.74% (+19%)
12% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 52
9% more funds holding
Funds holding: 196 → 213 (+17)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1% less capital invested
Capital invested by funds: $2.05B → $2.03B (-$21.6M)
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
ACM
Advent Capital Management
New York
|
-$191M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$22.7M |
| 3 |
Amundi
Paris,
France
|
-$22.3M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$18M |
| 5 |
BlackRock
New York
|
-$14.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CB
226
Commerce Bank
Kansas City,
Missouri
| – | -$258K | -220 | Closed |
|
227
Bank of New York Mellon
New York
| – | -$210K | -179 | Closed |
|
|
QPW
228
Quantum Private Wealth
Tampa,
Florida
| – | -$206K | -176 | Closed |
|
|
V
229
ValueWorks
New York
| – | -$203K | -173 | Closed |
|
|
OWP
230
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$202K | -172 | Closed |
|
|
IAMOG
231
Investors Asset Management of Georgia
Atlanta,
Georgia
| – | -$152K | -130 | Closed |
|
|
CT
232
Clearstead Trust
Portland,
Maine
| – | -$117K | -100 | Closed |
|
|
EL
233
EMFO LLC
Weston,
Florida
| – | -$76K | -65 | Closed |
|
234
Franklin Resources
San Mateo,
California
| – | -$35K | -30 | Closed |
|
|
GKWIM
235
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$35K | -30 | Closed |
|
236
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$24 | -20 | Closed |
|
|
MAM
237
Meeder Asset Management
Dublin,
Ohio
| – | -$9K | -7 | Closed |
|
|
CWM
238
Castle Wealth Management
West Palm Beach,
Florida
| – | -$6K | -5 | Closed |
|
|
ADL
239
Asset Dedication LLC
San Francisco,
California
| – | -$4K | -3 | Closed |
|