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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Palisade Capital Management
New Jersey
$5.56M -$24.7K -21 -0.5%
HCM
52
Hudson Capital Management
New Jersey
$5.36M +$233K +198 +5%
Bank of America
53
Bank of America
North Carolina
$5.28M +$1.1M +936 +27%
AM
54
AGF Management
Ontario, Canada
$4.9M +$2M +1,700 +71%
AUIM
55
Aegon USA Investment Management
Iowa
$4.84M -$4.6M -3,909 -49%
Stifel Financial
56
Stifel Financial
Missouri
$4.8M +$107K +91 +2%
UBS Group
57
UBS Group
Switzerland
$4.77M -$115K -98 -2%
KAS
58
Kestra Advisory Services
Texas
$4.34M +$452K +384 +12%
PWS
59
Peloton Wealth Strategists
Indiana
$4.25M +$48.3K +41 +1%
LTI
60
Laffer Tengler Investments
Tennessee
$3.9M -$263K -223 -6%
MTIM
61
Marathon Trading Investment Management
Pennsylvania
$3.86M
WAM
62
Wolverine Asset Management
Illinois
$3.83M
LSPW
63
Lake Street Private Wealth
Illinois
$3.8M +$41.2K +35 +1%
RVPG
64
Relative Value Partners Group
$3.8M +$3.74M +3,180 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$3.68M +$187K +159 +5%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.59M -$114K -97 -3%
AAM
67
Alken Asset Management
United Kingdom
$3.53M
MA
68
Montag & Associates
Georgia
$3.39M +$437K +371 +15%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.3M +$8.24K +7 +0.3%
Macquarie Group
70
Macquarie Group
Australia
$3.2M
SSWG
71
Seven Springs Wealth Group
Tennessee
$3.03M +$97.7K +83 +3%
UIC
72
Uniplan Investment Counsel
Wisconsin
$3M +$42.4K +36 +1%
Mariner
73
Mariner
Kansas
$2.95M -$1.39M -1,181 -32%
FCMC
74
Founders Capital Management (Connecticut)
Connecticut
$2.92M
SG Americas Securities
75
SG Americas Securities
New York
$2.91M -$942K -800 -25%