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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
P8IP
26
Pier 88 Investment Partners
California
$23M
SIM
27
SSI Investment Management
California
$21.2M -$352K -286 -2%
EHC
28
Everett Harris & Co
California
$19.5M +$55.3K +45 +0.3%
Franklin Resources
29
Franklin Resources
California
$17M +$1.12M +911 +7%
PM
30
Phraction Management
Connecticut
$14.3M -$40.6K -33 -0.3%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$14.1M -$140K -114 -1%
AllianceBernstein
32
AllianceBernstein
Tennessee
$14M
NEAM
33
New England Asset Management
Connecticut
$12M
LPL Financial
34
LPL Financial
California
$11.6M +$734K +597 +7%
ACM
35
Advisors Capital Management
New Jersey
$11.5M +$2.11M +1,713 +24%
OA
36
Oxbow Advisors
Texas
$10.9M -$237K -193 -2%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$9.57M +$262K +213 +3%
JIC
38
JRM Investment Counsel
Nebraska
$8.79M -$667K -542 -7%
RCM
39
RB Capital Management
Nevada
$8.44M +$91K +74 +1%
Citigroup
40
Citigroup
New York
$8.26M +$461K +375 +6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.2M
SWP
42
Stratos Wealth Partners
Ohio
$8.07M +$50.4K +41 +0.7%
CI
43
Conning Inc
Connecticut
$7.94M
RJA
44
Raymond James & Associates
Florida
$7.83M -$14.8K -12 -0.2%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$7.38M -$861M -700,000 -11%
RA
46
Rational Advisors
New York
$6.68M
Lazard Asset Management
47
Lazard Asset Management
New York
$6.02M
PCM
48
Palisade Capital Management
New Jersey
$5.91M -$3.69K -3 -0.1%
OC
49
Oppenheimer & Co
New York
$5.88M -$99.6K -81 -2%
HCM
50
Hudson Capital Management
New Jersey
$5.77M +$62.7K +51 +1%