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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
NSIM
251
North Star Investment Management
Illinois
$4.88K
CFG
252
Chapman Financial Group
Hawaii
$4.88K +$4.98K +4 New
VWA
253
Valued Wealth Advisors
Utah
$3.71K +$3.73K +3 New
ACA
254
American Capital Advisory
Idaho
$3.66K
AssetMark Inc
255
AssetMark Inc
California
$3.66K +$3.73K +3 New
BCWM
256
Bartlett & Co Wealth Management
Ohio
$2.48K
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.44K
GRP
258
Global Retirement Partners
California
$1.22K
TPCW
259
TD Private Client Wealth
New York
$1.22K
CF
260
Conquis Financial
California
$1.22K +$1.25K +1 New
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$27
AAM
262
Alken Asset Management
United Kingdom
-$3.76M -2,950 Closed
MFA
263
McClarren Financial Advisors
Pennsylvania
-$12 -1,273 Closed
Jane Street
264
Jane Street
New York
-$1.34M -1,053 Closed
ACM
265
AlphaStar Capital Management
North Carolina
-$1.2M -942 Closed
UBS AM
266
UBS AM
Illinois
-$764K -600 Closed
TSS
267
Two Sigma Securities
New York
-$466K -366 Closed
DIM
268
DLK Investment Management
California
-$405K -318 Closed
GSC
269
Ground Swell Capital
South Carolina
-$256K -201 Closed
PCS
270
Personal CFO Solutions
New Jersey
-$255K -200 Closed
NAS
271
NWF Advisory Services
California
-$234K -184 Closed
Citadel Advisors
272
Citadel Advisors
Florida
-$222K -174 Closed
SCM
273
Sage Capital Management
New Jersey
-$204K -160 Closed
NS
274
NBC Securities
Alabama
-$53K -42 Closed
FCAS
275
First Command Advisory Services
Texas
-$44.6K -35 Closed