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Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$52.4K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$49.8K -$443K -356 -90%
TCOV
228
Trust Company of Vermont
Vermont
$48.4K +$49.8K +40 New
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$47.6K -$6.22K -5 -11%
DWM
230
Darwin Wealth Management
Florida
$47.5K
VHAM
231
Van Hulzen Asset Management
California
$45.4K +$46.1K +37 New
CTA
232
Colonial Trust Advisors
South Carolina
$41.5K
BFPW
233
BOK Financial Private Wealth
Colorado
$37.1K
GBT
234
Grove Bank & Trust
Florida
$30.5K
HIMS
235
Hager Investment Management Services
New Hampshire
$30.5K +$31.1K +25 New
CBT
236
Crews Bank & Trust
Florida
$30.3K +$31.1K +25 New
HNB
237
Huntington National Bank
Ohio
$30K
GWM
238
Geneos Wealth Management
Colorado
$28K
VIA
239
Virtus Investment Advisers
Connecticut
$26.8K
PIA
240
Powell Investment Advisors
Florida
$24.7K
HWA
241
HHM Wealth Advisors
Tennessee
$24.4K +$24.9K +20 New
GA
242
GoalVest Advisory
New York
$23.2K
CCC
243
Chelsea Counsel Company
California
$18.6K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$18K
CB
245
CNB Bank
Pennsylvania
$14.6K
FFA
246
Farther Finance Advisors
California
$8.54K -$98.3K -79 -92%
1L
247
10Elms LLP
Oklahoma
$7.32K +$7.47K +6 New
CFFP
248
Center for Financial Planning
Michigan
$6.1K
NA
249
NewEdge Advisors
Louisiana
$4.88K -$230K -185 -98%
CIAS
250
Capital Investment Advisory Services
North Carolina
$4.88K