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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Powell Investment Advisors
Florida
$24.2K +$23.8K +20 New
GA
227
GoalVest Advisory
New York
$22.7K
CCC
228
Chelsea Counsel Company
California
$18.2K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$18K -$5.96K -5 -25%
CB
230
CNB Bank
Pennsylvania
$14.3K
MRCM
231
M&R Capital Management
New Jersey
$14.3K
MFA
232
McClarren Financial Advisors
Pennsylvania
$12K
MCM
233
Manchester Capital Management
Vermont
$11.9K
FSWA
234
Financial Synergies Wealth Advisors
Texas
$10.7K +$10.7K +9 New
FFA
235
Founders Financial Alliance
North Carolina
$8.36K +$8.34K +7 New
ACA
236
American Capital Advisory
Idaho
$8.18K +$8.34K +7 New
FM
237
Family Management
New York
$7.16K
CFFP
238
Center for Financial Planning
Michigan
$5.97K +$5.96K +5 New
CIAS
239
Capital Investment Advisory Services
North Carolina
$4.78K
GEA
240
Glen Eagle Advisors
New Jersey
$4.78K
NSIM
241
North Star Investment Management
Illinois
$4.78K
MG
242
Mather Group
Illinois
$3.62K +$3.58K +3 New
BCWM
243
Bartlett & Co Wealth Management
Ohio
$2.42K
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
TPCW
245
TD Private Client Wealth
New York
$1.19K -$1.19K -1 -50%
TSWM
246
Tyler-Stone Wealth Management
Ohio
$1.19K
Millennium Management
247
Millennium Management
New York
-$103K -84,000 Closed
ACM
248
Advisors Capital Management
New Jersey
-$9.49M -7,870 Closed
Verition Fund Management
249
Verition Fund Management
Connecticut
-$6.39M -5,295 Closed
GA
250
GFS Advisors
Texas
-$1.55M -1,290 Closed