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Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
JRM Investment Counsel
Nebraska
$2.22M -$126K -102 -5%
MA
77
Montag & Associates
Georgia
$2.19M -$12.3K -10 -0.5%
KAS
78
Kestra Advisory Services
Texas
$2.13M +$58K +47 +3%
DLG
79
Daniel L. Goodwin
$1.92M
RJFSA
80
Raymond James Financial Services Advisors
Florida
$1.82M +$37K +30 +2%
US Bancorp
81
US Bancorp
Minnesota
$1.82M +$77.7K +63 +4%
Truist Financial
82
Truist Financial
North Carolina
$1.74M -$213K -173 -10%
GGS
83
Galvin Gaustad & Stein
Arizona
$1.73M -$196K -159 -10%
FFA
84
First Foundation Advisors
California
$1.65M +$22.2K +18 +1%
SC
85
Scotia Capital
Ontario, Canada
$1.62M +$69.1K +56 +4%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.54M +$1.62M +1,310 New
IRM
87
Income Research & Management
Massachusetts
$1.52M
GA
88
GFS Advisors
Texas
$1.51M
SWM
89
Sugarloaf Wealth Management
Georgia
$1.44M -$2.47K -2 -0.2%
IA
90
IFP Advisors
Florida
$1.29M +$3.7K +3 +0.3%
IA
91
Icon Advisers
Colorado
$1.22M -$53K -43 -4%
M&T Bank
92
M&T Bank
New York
$1.17M +$1.23M +994 New
SSWG
93
Seven Springs Wealth Group
Tennessee
$1.1M +$162K +131 +16%
DIA
94
Dana Investment Advisors
Wisconsin
$1.09M
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08M +$160K +130 +16%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.05M +$19.7K +16 +2%
PHS
97
Pekin Hardy Strauss
Illinois
$1.04M -$142K -115 -11%
CRC
98
Curi RMB Capital
Illinois
$1.04M
KWA
99
KCS Wealth Advisory
California
$1M -$729K -591 -41%
TB
100
Terril Brothers
Missouri
$889K