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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$51.4K
FFA
227
Farther Finance Advisors
California
$48.1K
FCAS
228
First Command Advisory Services
Texas
$41.9K
CTA
229
Colonial Trust Advisors
South Carolina
$40.7K
BFPW
230
BOK Financial Private Wealth
Colorado
$35.9K
WT
231
Whittier Trust
California
$35.9K
HB
232
Horizon Bancorp
Indiana
$30K +$29.4K +25 New
HNB
233
Huntington National Bank
Ohio
$29.9K
NS
234
NBC Securities
Alabama
$28K
SPIA
235
Steward Partners Investment Advisory
New York
$27.5K
VIA
236
Virtus Investment Advisers
Connecticut
$26.3K
Jones Financial Companies
237
Jones Financial Companies
Missouri
$23.9K -$2.35K -2 -9%
PIA
238
Powell Investment Advisors
Florida
$23.9K
GA
239
GoalVest Advisory
New York
$22.7K
ATPW
240
Ashton Thomas Private Wealth
Arizona
$20.3K +$20K +17 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$18K
CCC
242
Chelsea Counsel Company
California
$17.9K
CB
243
CNB Bank
Pennsylvania
$14.4K
MRCM
244
M&R Capital Management
New Jersey
$14.4K
MCM
245
Manchester Capital Management
Vermont
$12K
PCMC
246
Private Capital Management (Colorado)
Colorado
$12K +$11.8K +10 New
MFA
247
McClarren Financial Advisors
Pennsylvania
$11K +$1.4M +1,186 +11,860%
FFA
248
Founders Financial Alliance
North Carolina
$8.37K
FM
249
Family Management
New York
$7.18K
CFFP
250
Center for Financial Planning
Michigan
$5.98K