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Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$5.57M -$61K -49 -1%
HCM
52
Hudson Capital Management
New Jersey
$5.57M +$42.3K +34 +0.7%
EP
53
EPIQ Partners
Minnesota
$5.55M +$342K +275 +6%
Bank of America
54
Bank of America
North Carolina
$4.89M -$411K -330 -8%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.53M +$3.59M +2,884 +345%
KAS
56
Kestra Advisory Services
Texas
$4.38M +$51K +41 +1%
AM
57
AGF Management
Ontario, Canada
$4.27M
PWS
58
Peloton Wealth Strategists
Indiana
$4.14M -$128K -103 -3%
LTI
59
Laffer Tengler Investments
Tennessee
$4.07M +$108K +87 +3%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$3.94M +$27.4K +22 +0.7%
WAM
61
Wolverine Asset Management
Illinois
$3.93M +$12.4K +10 +0.3%
MA
62
Montag & Associates
Georgia
$3.72M +$49.8K +40 +1%
LSPW
63
Lake Street Private Wealth
Illinois
$3.68M -$261K -210 -7%
IA
64
Icon Advisers
Colorado
$3.57M +$1.47M +1,179 +67%
WPP
65
Whalerock Point Partners
Rhode Island
$3.5M -$336K -270 -9%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.41M +$26.1K +21 +0.8%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$3.39M -$12.4K -10 -0.4%
SSWG
68
Seven Springs Wealth Group
Tennessee
$3.33M +$131K +105 +4%
AUIM
69
Aegon USA Investment Management
Iowa
$3.05M -$703K -565 -18%
Mariner
70
Mariner
Kansas
$3.01M +$250K +201 +9%
MTIM
71
Marathon Trading Investment Management
Pennsylvania
$3M
FCMC
72
Founders Capital Management (Connecticut)
Connecticut
$2.89M -$78.4K -63 -3%
KIA
73
KCM Investment Advisors
California
$2.76M +$14.9K +12 +0.5%
ALC
74
Alexander Labrunerie & Co
Missouri
$2.75M -$1.25K -1 -0%
LA
75
LexAurum Advisors
Kansas
$2.74M +$70.9K +57 +3%