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Bank of America Series L

216 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.46% more ownership

Funds ownership: 249.74%336.19% (+86%)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

1% more funds holding

Funds holding: 213216 (+3)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$67M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
-$1.16M -1,002 Closed
PCM
227
Prelude Capital Management
New York
-$348K -300 Closed
GSC
228
Ground Swell Capital
South Carolina
-$334K -288 Closed
MCC
229
Money Concepts Capital
Florida
-$307K -265 Closed
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
-$219K -189 Closed
R
231
Rebalance
California
-$91.6K -79 Closed
Barclays
232
Barclays
United Kingdom
-$66.1K -57 Closed
HNWAG
233
High Net Worth Advisory Group
Florida
-$58K -50 Closed
LWP
234
Laurel Wealth Planning
Minnesota
-$58K -50 Closed
TA
235
Tectonic Advisors
Texas
-$53.4K -46 Closed
CS
236
Comerica Securities
Michigan
-$23.6K -20 Closed
GWS
237
Glassman Wealth Services
Virginia
-$23.2K -20 Closed
KIA
238
Kraematon Investment Advisors
Massachusetts
-$23.2K -20 Closed
PFC
239
Phocas Financial Corp
California
-$23.2K -20 Closed
TRCT
240
Tower Research Capital (TRC)
New York
-$20K -17 Closed
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
-$17K -15 Closed
NFSG
242
Newbridge Financial Services Group
Florida
-$11.6K -10 Closed
USCWA
243
U.S. Capital Wealth Advisors
Texas
-$3.48K -3 Closed
RIA
244
Realta Investment Advisors
Delaware
-$1.16K -1 Closed
AWA
245
Artemis Wealth Advisors
New York
-$4.92M