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Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.05B (-$101M)

3% less funds holding

Funds holding: 223217 (-6)

13.89% less ownership

Funds ownership: 350.8%336.91% (-14%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
55
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$5.15M
Macquarie Group
52
Macquarie Group
Australia
$5.04M
RA
53
Rational Advisors
New York
$4.95M +$812K +700 +19%
Stifel Financial
54
Stifel Financial
Missouri
$4.53M -$333K -287 -7%
HCM
55
Hudson Capital Management
New Jersey
$4.41M +$162K +140 +4%
LTI
56
Laffer Tengler Investments
Tennessee
$4.3M +$598K +515 +15%
UBS Group
57
UBS Group
Switzerland
$4.08M +$473K +408 +13%
PWS
58
Peloton Wealth Strategists
Indiana
$3.86M +$435K +375 +12%
SG Americas Securities
59
SG Americas Securities
New York
$3.81M
Mariner
60
Mariner
Kansas
$3.8M -$420K -362 -10%
Bank of America
61
Bank of America
North Carolina
$3.61M -$47.6K -41 -1%
MTIM
62
Marathon Trading Investment Management
Pennsylvania
$3.58M
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.55M -$36K -31 -1%
AAM
64
Alken Asset Management
United Kingdom
$3.53M
UIC
65
Uniplan Investment Counsel
Wisconsin
$3.51M
WAM
66
Wolverine Asset Management
Illinois
$3.48M
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.41M +$540K +465 +18%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$3.39M -$1.62M -1,392 -31%
Goldman Sachs
69
Goldman Sachs
New York
$3.36M
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.95M -$10.4K -9 -0.3%
KAS
71
Kestra Advisory Services
Texas
$2.95M +$262K +226 +9%
LSPW
72
Lake Street Private Wealth
Illinois
$2.9M +$763K +658 +33%
SCM
73
Schnieders Capital Management
California
$2.45M -$34.8K -30 -1%
LA
74
LexAurum Advisors
Kansas
$2.42M -$92.8K -80 -4%
SL
75
Summitry LLC
California
$2.35M -$52.2K -45 -2%