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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
Bessemer Group
251
Bessemer Group
New Jersey
$19K +$18.4K +15 New
Barclays
252
Barclays
United Kingdom
$16.5K -$67.6K -55 -81%
CB
253
CNB Bank
Pennsylvania
$15.3K
MRCM
254
M&R Capital Management
New Jersey
$15.3K
PCMC
255
Private Capital Management (Colorado)
Colorado
$12.7K
FM
256
Family Management
New York
$7.64K
CFFP
257
Center for Financial Planning
Michigan
$6.37K
CIAS
258
Capital Investment Advisory Services
North Carolina
$5.09K
GEA
259
Glen Eagle Advisors
New Jersey
$5.09K
NSIM
260
North Star Investment Management
Illinois
$5.09K
ACA
261
American Capital Advisory
Idaho
$3.82K +$3.69K +3 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$2.55K
BCMLT
263
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.55K
GRP
264
Global Retirement Partners
California
$1.27K
TPCW
265
TD Private Client Wealth
New York
$1.27K
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$33
MFA
267
McClarren Financial Advisors
Pennsylvania
$12 +$94.7K +77 +6%
Loomis, Sayles & Company
268
Loomis, Sayles & Company
Massachusetts
-$24.2M -608,220 Closed
SA
269
Sanctuary Advisors
Indiana
-$1.32M -1,139 Closed
SAM
270
Synergy Asset Management
Washington
-$1.2M -1,004 Closed
Northern Trust
271
Northern Trust
Illinois
-$885K -740 Closed
Brown Advisory
272
Brown Advisory
Maryland
-$591K -493 Closed
IA
273
IFG Advisors
Missouri
-$377K -315 Closed
IA
274
IFG Advisory
Georgia
-$271K -226 Closed
CAI
275
Capital Advisors Inc
Oklahoma
-$257K -215 Closed