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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hudson Capital Management
New Jersey
$5.12M +$1.69M +1,415 +49%
UBS Group
52
UBS Group
Switzerland
$4.88M +$416K +349 +9%
Stifel Financial
53
Stifel Financial
Missouri
$4.69M -$28.6K -24 -0.6%
Mariner
54
Mariner
Kansas
$4.35M +$4.77K +4 +0.1%
PWS
55
Peloton Wealth Strategists
Indiana
$4.19M +$70.3K +59 +2%
LTI
56
Laffer Tengler Investments
Tennessee
$4.16M +$59.6K +50 +1%
Bank of America
57
Bank of America
North Carolina
$4.16M -$230K -193 -5%
KAS
58
Kestra Advisory Services
Texas
$3.87M +$247K +207 +7%
SG Americas Securities
59
SG Americas Securities
New York
$3.86M +$3.34M +2,800 +651%
MTIM
60
Marathon Trading Investment Management
Pennsylvania
$3.85M
WAM
61
Wolverine Asset Management
Illinois
$3.84M
LSPW
62
Lake Street Private Wealth
Illinois
$3.75M +$262K +220 +8%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.7M -$232K -195 -6%
AAM
64
Alken Asset Management
United Kingdom
$3.52M -$477K -400 -12%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$3.48M +$50K +42 +1%
WPP
66
Whalerock Point Partners
Rhode Island
$3.42M
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.29M +$111K +93 +3%
MA
68
Montag & Associates
Georgia
$2.98M +$632K +530 +27%
UIC
69
Uniplan Investment Counsel
Wisconsin
$2.95M -$479K -402 -14%
SSWG
70
Seven Springs Wealth Group
Tennessee
$2.93M +$229K +192 +8%
FCMC
71
Founders Capital Management (Connecticut)
Connecticut
$2.91M -$142K -119 -5%
AM
72
AGF Management
Ontario, Canada
$2.86M +$953K +800 +50%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.85M +$2.85M +2,388 New
LA
74
LexAurum Advisors
Kansas
$2.74M +$72.7K +61 +3%
Goldman Sachs
75
Goldman Sachs
New York
$2.66M +$5.96K +5 +0.2%