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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Icon Advisers
Colorado
$2.27M +$1.09M +920 +88%
MA
77
Montag & Associates
Georgia
$2.18M +$11.9K +10 +0.5%
KAS
78
Kestra Advisory Services
Texas
$2.09M -$17.8K -15 -0.8%
BFIC
79
Bedell Frazier Investment Counselling
California
$2.01M -$243K -205 -11%
SSWG
80
Seven Springs Wealth Group
Tennessee
$1.99M +$923K +779 +83%
JIC
81
JRM Investment Counsel
Nebraska
$1.93M -$273K -230 -12%
SCM
82
Schnieders Capital Management
California
$1.93M +$1.97M +1,664 New
DLG
83
Daniel L. Goodwin
$1.9M
Wellington Management Group
84
Wellington Management Group
Massachusetts
$1.88M +$1.92M +1,621 New
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.88M +$80.6K +68 +4%
SC
86
Scotia Capital
Ontario, Canada
$1.71M +$104K +88 +6%
M&T Bank
87
M&T Bank
New York
$1.66M +$520K +439 +44%
FFA
88
First Foundation Advisors
California
$1.61M -$19K -16 -1%
Truist Financial
89
Truist Financial
North Carolina
$1.56M -$159K -134 -9%
VFA
90
Valeo Financial Advisors
Indiana
$1.51M +$111M +93,602 New
KIA
91
KCM Investment Advisors
California
$1.51M +$1.54M +1,298 New
GA
92
GFS Advisors
Texas
$1.5M
IRM
93
Income Research & Management
Massachusetts
$1.5M
US Bancorp
94
US Bancorp
Minnesota
$1.48M -$321K -271 -17%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.2M +$165K +139 +16%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.16M -$365K -308 -24%
GGS
97
Galvin Gaustad & Stein
Arizona
$1.15M -$574K -484 -33%
CRC
98
Curi RMB Capital
Illinois
$1.14M +$119K +100 +11%
PHS
99
Pekin Hardy Strauss
Illinois
$1.1M +$77.1K +65 +7%
IA
100
IFP Advisors
Florida
$1.09M -$183K -154 -15%