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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
226
Wilmington Savings Fund Society
Delaware
$84K +$81.2K +66 New
CA
227
CoreCap Advisors
Michigan
$71.3K +$68.9K +56 New
PS
228
Principal Securities
Iowa
$67.5K
SA
229
SRH Advisors
Kansas
$63.7K
LWANC
230
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.3K
LCM
231
Logan Capital Management
Pennsylvania
$56.7K
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$56K -$9.84K -8 -15%
PA
233
Parallel Advisors
California
$54.7K
NS
234
NBC Securities
Alabama
$53K +$22.1K +18 +75%
DWM
235
Darwin Wealth Management
Florida
$49.6K +$48K +39 New
FCAS
236
First Command Advisory Services
Texas
$44.6K
CTA
237
Colonial Trust Advisors
South Carolina
$43.3K
BFPW
238
BOK Financial Private Wealth
Colorado
$38.2K
WT
239
Whittier Trust
California
$38.2K
BTI
240
Blue Trust Inc
Georgia
$35.9K +$36.9K +30 New
HNB
241
Huntington National Bank
Ohio
$32.2K
GBT
242
Grove Bank & Trust
Florida
$31.8K +$30.7K +25 New
SPIA
243
Steward Partners Investment Advisory
New York
$29.3K
GWM
244
Geneos Wealth Management
Colorado
$29.3K +$28.3K +23 New
VIA
245
Virtus Investment Advisers
Connecticut
$28K
PIA
246
Powell Investment Advisors
Florida
$25.5K
GA
247
GoalVest Advisory
New York
$24.2K
TRCT
248
Tower Research Capital (TRC)
New York
$20.4K +$19.7K +16 New
CCC
249
Chelsea Counsel Company
California
$19.1K
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$19K