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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
OWA
251
Opal Wealth Advisors
New York
$5.98K +$5.89K +5 New
CIAS
252
Capital Investment Advisory Services
North Carolina
$4.79K
GEA
253
Glen Eagle Advisors
New Jersey
$4.79K
NSIM
254
North Star Investment Management
Illinois
$4.79K
BCWM
255
Bartlett & Co Wealth Management
Ohio
$2.39K
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
TPCW
257
TD Private Client Wealth
New York
$1.2K
TSWM
258
Tyler-Stone Wealth Management
Ohio
$1.2K
GRP
259
Global Retirement Partners
California
$1.2K +$1.18K +1 New
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$29 -$64.9M -55,166 -100%
WPP
261
Whalerock Point Partners
Rhode Island
-$3.42M -2,868 Closed
BSW
262
Buckingham Strategic Wealth
Missouri
-$398K -333 Closed
KAM
263
Knightsbridge Asset Management
California
-$251K -208 Closed
CIC
264
Carnegie Investment Counsel
Ohio
-$218K -182 Closed
IC
265
IEQ Capital
California
-$202K -169 Closed
LF
266
LifeSteps Financial
California
-$108K -90 Closed
ANBT
267
American National Bank & Trust
Texas
-$53.7K -45 Closed
TCOV
268
Trust Company of Vermont
Vermont
-$47.8K -40 Closed
FSWA
269
Financial Synergies Wealth Advisors
Texas
-$10.7K -9 Closed
ACA
270
American Capital Advisory
Idaho
-$8.18K -7 Closed
MG
271
Mather Group
Illinois
-$3.62K -3 Closed