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Bank of America Series L

206 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195.8% more ownership

Funds ownership: 53.71%249.51% (+196%)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 192206 (+14)

8% less capital invested

Capital invested by funds: $2.2B → $2.02B (-$184M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
34
Increased
45
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Montag & Associates
Georgia
$2.26M -$123K -100 -5%
KAS
77
Kestra Advisory Services
Texas
$2.13M +$12.3K +10 +0.6%
MTIM
78
Marathon Trading Investment Management
Pennsylvania
$2.11M
Truist Financial
79
Truist Financial
North Carolina
$1.99M -$90.8K -74 -4%
DLG
80
Daniel L. Goodwin
$1.97M
GGS
81
Galvin Gaustad & Stein
Arizona
$1.97M +$207K +169 +12%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.83M +$47.8K +39 +3%
KIA
83
KCM Investment Advisors
California
$1.8M -$8.59K -7 -0.5%
US Bancorp
84
US Bancorp
Minnesota
$1.79M +$50.3K +41 +3%
KWA
85
KCS Wealth Advisory
California
$1.74M +$1.78M +1,447 New
FFA
86
First Foundation Advisors
California
$1.67M -$22.1K -18 -1%
SC
87
Scotia Capital
Ontario, Canada
$1.6M +$238K +194 +17%
IRM
88
Income Research & Management
Massachusetts
$1.56M
GA
89
GFS Advisors
Texas
$1.55M +$1.58M +1,290 New
SWM
90
Sugarloaf Wealth Management
Georgia
$1.48M +$1.51M +1,229 New
CBB
91
Citizens Business Bank
California
$1.32M
IA
92
Icon Advisers
Colorado
$1.3M +$1.33M +1,083 New
IA
93
IFP Advisors
Florida
$1.28M
PHS
94
Pekin Hardy Strauss
Illinois
$1.21M -$52.8K -43 -4%
DIA
95
Dana Investment Advisors
Wisconsin
$1.12M
CRC
96
Curi RMB Capital
Illinois
$1.07M +$123K +100 +13%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.06M +$407K +332 +61%
SSWG
98
Seven Springs Wealth Group
Tennessee
$971K -$1.04M -851 -51%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$950K
TB
100
Terril Brothers
Missouri
$913K