We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rational Advisors
New York
$4.98M +$863K +700 +20%
AWA
52
Artemis Wealth Advisors
New York
$4.96M -$4.9M -3,974 Closed
RJA
53
Raymond James & Associates
Florida
$4.62M +$51.8K +42 +1%
Mariner
54
Mariner
Kansas
$4.5M +$4.73M +3,839 New
HCM
55
Hudson Capital Management
New Jersey
$4.18M +$11.1K +9 +0.3%
LPL Financial
56
LPL Financial
California
$4.12M +$18.5K +15 +0.4%
SG Americas Securities
57
SG Americas Securities
New York
$4.02M
WAM
58
Wolverine Asset Management
Illinois
$3.98M +$65.4K +53 +2%
Bank of America
59
Bank of America
North Carolina
$3.89M -$569K -461 -12%
Goldman Sachs
60
Goldman Sachs
New York
$3.87M +$33.3K +27 +0.8%
MA
61
Menlo Advisors
California
$3.63M -$71.5K -58 -2%
UIC
62
Uniplan Investment Counsel
Wisconsin
$3.62M +$58K +47 +2%
UBS Group
63
UBS Group
Switzerland
$3.57M -$221K -179 -6%
SIM
64
SSI Investment Management
California
$3.27M +$549K +445 +19%
SEI Investments
65
SEI Investments
Pennsylvania
$3.16M -$412K -334 -11%
AIP
66
Ameritas Investment Partners
Nebraska
$3.04M
MTIM
67
Marathon Trading Investment Management
Pennsylvania
$2.99M +$983K +797 +46%
FCMC
68
Founders Capital Management (Connecticut)
Connecticut
$2.97M -$11.1K -9 -0.4%
LTI
69
Laffer Tengler Investments
Tennessee
$2.97M -$134K -109 -4%
LA
70
LexAurum Advisors
Kansas
$2.89M +$249K +202 +9%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.79M -$355K -288 -11%
EVM
72
Eaton Vance Management
Massachusetts
$2.76M
Neuberger Berman Group
73
Neuberger Berman Group
New York
$2.73M +$46.9K +38 +2%
SL
74
Summitry LLC
California
$2.67M -$257K -208 -8%
BFIC
75
Bedell Frazier Investment Counselling
California
$2.27M -$125K -101 -5%