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Bank of America Series L

223 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$5.2M +$2.15M +1,837 +71%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.19M -$23.4K -20 -0.4%
Stifel Financial
53
Stifel Financial
Missouri
$5.11M +$3.52K +3 +0.1%
ACM
54
Advisors Capital Management
New Jersey
$4.52M +$4.52M +3,854 New
HCM
55
Hudson Capital Management
New Jersey
$4.48M +$28.1K +24 +0.6%
Mariner
56
Mariner
Kansas
$4.43M -$109K -93 -2%
RA
57
Rational Advisors
New York
$4.39M +$2.7M +2,300 +159%
SG Americas Securities
58
SG Americas Securities
New York
$4.02M
AAM
59
Alken Asset Management
United Kingdom
$3.93M
LTI
60
Laffer Tengler Investments
Tennessee
$3.93M -$172K -147 -4%
Bank of America
61
Bank of America
North Carolina
$3.85M +$89.1K +76 +2%
UBS Group
62
UBS Group
Switzerland
$3.82M +$35.2K +30 +0.9%
MTIM
63
Marathon Trading Investment Management
Pennsylvania
$3.78M
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.78M -$148K -126 -4%
WAM
65
Wolverine Asset Management
Illinois
$3.67M -$234K -200 -6%
PWS
66
Peloton Wealth Strategists
Indiana
$3.63M +$52.7K +45 +1%
Goldman Sachs
67
Goldman Sachs
New York
$3.54M -$252K -215 -7%
UIC
68
Uniplan Investment Counsel
Wisconsin
$3.51M +$11.7K +10 +0.3%
FCMC
69
Founders Capital Management (Connecticut)
Connecticut
$3.12M -$161K -137 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.04M +$231K +197 +8%
KAS
71
Kestra Advisory Services
Texas
$2.85M +$779K +665 +38%
LA
72
LexAurum Advisors
Kansas
$2.64M -$22.3K -19 -0.8%
SCM
73
Schnieders Capital Management
California
$2.62M +$23.4K +20 +0.9%
SL
74
Summitry LLC
California
$2.53M -$41K -35 -2%
LSPW
75
Lake Street Private Wealth
Illinois
$2.32M +$1.07M +912 +86%