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Bank of America Series L

192 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 201192 (-9)

5% less capital invested

Capital invested by funds: $2.32B → $2.2B (-$118M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

2,033.02% less ownership

Funds ownership: 2,086.72%53.71% (-2,033%)

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
45
Reduced
54
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$4.5M
UBS Group
52
UBS Group
Switzerland
$4.45M +$782K +577 +21%
Goldman Sachs
53
Goldman Sachs
New York
$4.29M
MA
54
Menlo Advisors
California
$4.14M -$31.2K -23 -0.7%
SL
55
Summitry LLC
California
$3.83M -$2.71K -2 -0.1%
Bank of America
56
Bank of America
North Carolina
$3.81M -$1.49M -1,098 -27%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.75M +$271K +200 +8%
UIC
58
Uniplan Investment Counsel
Wisconsin
$3.66M -$339K -250 -8%
WAM
59
Wolverine Asset Management
Illinois
$3.64M +$302K +223 +9%
LTI
60
Laffer Tengler Investments
Tennessee
$3.46M +$225K +166 +7%
AIP
61
Ameritas Investment Partners
Nebraska
$3.4M +$3.51M +2,589 New
FCMC
62
Founders Capital Management (Connecticut)
Connecticut
$3.34M -$89.5K -66 -3%
EVM
63
Eaton Vance Management
Massachusetts
$3.14M +$2.91M +2,144 +858%
LA
64
LexAurum Advisors
Kansas
$3.1M +$165K +122 +5%
SIM
65
SSI Investment Management
California
$3.1M -$19K -14 -0.6%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.03M -$13.6K -10 -0.4%
MA
67
Montag & Associates
Georgia
$2.56M +$74.6K +55 +3%
BFIC
68
Bedell Frazier Investment Counselling
California
$2.51M -$6.78K -5 -0.3%
KAS
69
Kestra Advisory Services
Texas
$2.31M -$149K -110 -6%
MTIM
70
Marathon Trading Investment Management
Pennsylvania
$2.3M
RA
71
Rational Advisors
New York
$2.29M -$3.25M -2,400 -58%
Truist Financial
72
Truist Financial
North Carolina
$2.27M +$134K +99 +6%
SSWG
73
Seven Springs Wealth Group
Tennessee
$2.17M +$331K +244 +17%
DLG
74
Daniel L. Goodwin
$2.15M
KIA
75
KCM Investment Advisors
California
$1.97M -$54.2K -40 -3%