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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
RA
51
Rational Advisors
New York
$4.93M
AWA
52
Artemis Wealth Advisors
New York
$4.92M
Mariner
53
Mariner
Kansas
$4.71M +$260K +219 +6%
LPL Financial
54
LPL Financial
California
$4.68M +$614K +518 +15%
HCM
55
Hudson Capital Management
New Jersey
$4.24M +$108K +91 +3%
WAM
56
Wolverine Asset Management
Illinois
$4.05M +$46.2K +39 +1%
LTI
57
Laffer Tengler Investments
Tennessee
$4M +$1.05M +882 +35%
SG Americas Securities
58
SG Americas Securities
New York
$3.98M
SIM
59
SSI Investment Management
California
$3.91M +$688K +580 +21%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$3.89M +$1.22M +1,032 +44%
AAM
61
Alken Asset Management
United Kingdom
$3.88M +$3.97M +3,350 New
Goldman Sachs
62
Goldman Sachs
New York
$3.8M -$32K -27 -0.8%
Bank of America
63
Bank of America
North Carolina
$3.72M -$122K -103 -3%
UBS Group
64
UBS Group
Switzerland
$3.66M +$134K +113 +4%
PWS
65
Peloton Wealth Strategists
Indiana
$3.49M +$3.57M +3,009 New
UIC
66
Uniplan Investment Counsel
Wisconsin
$3.48M -$102K -86 -3%
MA
67
Menlo Advisors
California
$3.46M -$135K -114 -4%
FCMC
68
Founders Capital Management (Connecticut)
Connecticut
$3.27M +$335K +283 +11%
SEI Investments
69
SEI Investments
Pennsylvania
$3.26M +$134K +113 +4%
AIP
70
Ameritas Investment Partners
Nebraska
$3M
MTIM
71
Marathon Trading Investment Management
Pennsylvania
$2.95M
AM
72
AGF Management
Ontario, Canada
$2.78M +$2.85M +2,400 New
LA
73
LexAurum Advisors
Kansas
$2.68M -$177K -149 -6%
SL
74
Summitry LLC
California
$2.59M -$54.5K -46 -2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.56M -$198K -167 -7%