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Bank of America Series L

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$243M)

8% more funds holding

Funds holding: 217235 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

24.13% less ownership

Funds ownership: 336.91%312.78% (-24%)

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$5.74M -$31.3K -28 -0.6%
Lazard Asset Management
52
Lazard Asset Management
New York
$5.58M
Macquarie Group
53
Macquarie Group
Australia
$5.46M
IA
54
Icon Advisers
Colorado
$5.15M +$2.61M +2,341 +121%
Stifel Financial
55
Stifel Financial
Missouri
$4.76M -$137K -123 -3%
SAMC
56
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M -$7.03M -6,297 -62%
UBS Group
57
UBS Group
Switzerland
$4.51M +$74.8K +67 +2%
Bank of America
58
Bank of America
North Carolina
$4.43M +$479K +429 +13%
Mariner
59
Mariner
Kansas
$4.39M +$250K +224 +7%
LTI
60
Laffer Tengler Investments
Tennessee
$4.18M -$509K -456 -12%
PWS
61
Peloton Wealth Strategists
Indiana
$4.16M -$26.8K -24 -0.7%
AAM
62
Alken Asset Management
United Kingdom
$4.05M
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.97M +$115K +103 +3%
WAM
64
Wolverine Asset Management
Illinois
$3.9M +$112K +100 +3%
MTIM
65
Marathon Trading Investment Management
Pennsylvania
$3.88M
KAS
66
Kestra Advisory Services
Texas
$3.66M +$424K +380 +14%
LSPW
67
Lake Street Private Wealth
Illinois
$3.53M +$324K +290 +11%
UIC
68
Uniplan Investment Counsel
Wisconsin
$3.47M -$142K -127 -4%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.46M -$2.3M -2,056 -42%
HCM
70
Hudson Capital Management
New Jersey
$3.46M -$1.22M -1,091 -28%
WPP
71
Whalerock Point Partners
Rhode Island
$3.46M +$3.2M +2,868 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.21M -$450K -403 -13%
FCMC
73
Founders Capital Management (Connecticut)
Connecticut
$3.08M -$111K -99 -4%
SSWG
74
Seven Springs Wealth Group
Tennessee
$2.73M +$445K +398 +21%
LA
75
LexAurum Advisors
Kansas
$2.69M +$70.4K +63 +3%