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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZA
26
Zazove Associates
Nevada
$15.2M
PI
27
Putnam Investments
Massachusetts
$14.8M +$1M +847 +7%
OA
28
Oxbow Advisors
Texas
$14.7M +$143K +121 +1%
SAMC
29
Spectrum Asset Management (Connecticut)
Connecticut
$13.9M -$7.02M -5,918 -33%
AllianceBernstein
30
AllianceBernstein
Tennessee
$13.4M +$77.1K +65 +0.6%
Amundi
31
Amundi
France
$12.1M -$22.3M -18,841 -65%
PCM
32
Palisade Capital Management
New Jersey
$11.6M +$2.11M +1,784 +22%
NEAM
33
New England Asset Management
Connecticut
$10.9M
PM
34
Phraction Management
Connecticut
$10.8M +$1.35M +1,135 +14%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$10.6M -$2.37M -2,000 -18%
Citigroup
36
Citigroup
New York
$10.6M +$1.51M +1,277 +16%
AUIM
37
Aegon USA Investment Management
Iowa
$9.25M
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$9.14M +$9.34M +7,878 New
RJA
39
Raymond James & Associates
Florida
$8.94M +$4.47M +3,770 +96%
RCM
40
RB Capital Management
Nevada
$8.61M -$593K -500 -6%
CI
41
Conning Inc
Connecticut
$8.33M +$267K +225 +3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.82M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$7.2M +$1.5M +1,268 +26%
CS
44
Credit Suisse
Switzerland
$7.19M -$7.11M -6,000 -49%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$7.02M +$806M +680,000 +13%
SWP
46
Stratos Wealth Partners
Ohio
$6.12M -$266K -224 -4%
Macquarie Group
47
Macquarie Group
Australia
$5.86M
Lazard Asset Management
48
Lazard Asset Management
New York
$5.24M +$101K +85 +2%
OC
49
Oppenheimer & Co
New York
$5.18M +$128K +108 +2%
Stifel Financial
50
Stifel Financial
Missouri
$5.04M -$367K -310 -7%