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Bank of America Series L

223 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
76
Edgemoor Investment Advisors
Maryland
$2.22M -$123K -105 -5%
MA
77
Montag & Associates
Georgia
$2.16M -$23.4K -20 -1%
SSWG
78
Seven Springs Wealth Group
Tennessee
$2.13M +$59.8K +51 +3%
DLG
79
Daniel L. Goodwin
$1.92M
MCM
80
Marathon Capital Management
Maryland
$1.86M -$46.9K -40 -2%
MA
81
Menlo Advisors
California
$1.85M -$82K -70 -4%
SC
82
Scotia Capital
Ontario, Canada
$1.76M -$25.8K -22 -1%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.75M -$50.4K -43 -3%
Truist Financial
84
Truist Financial
North Carolina
$1.72M +$43.4K +37 +3%
Osaic Holdings
85
Osaic Holdings
Arizona
$1.72M +$86.7K +74 +5%
BFIC
86
Bedell Frazier Investment Counselling
California
$1.66M -$326K -278 -16%
GA
87
GFS Advisors
Texas
$1.52M
US Bancorp
88
US Bancorp
Minnesota
$1.5M
PH
89
Pinnacle Holdings
Oklahoma
$1.46M +$1.43M +1,218 +4,200%
KIA
90
KCM Investment Advisors
California
$1.41M -$62.1K -53 -4%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.37M -$46.9K -40 -3%
M&T Bank
92
M&T Bank
New York
$1.29M -$349K -298 -21%
VFA
93
Valeo Financial Advisors
Indiana
$1.26M -$70.3K -60 -0.1%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.23M +1,053 New
SWM
95
Sugarloaf Wealth Management
Georgia
$1.21M -$48.1K -41 -4%
CRC
96
Curi RMB Capital
Illinois
$1.15M
DIA
97
Dana Investment Advisors
Wisconsin
$1.09M
SEI Investments
98
SEI Investments
Pennsylvania
$1.09M -$2.57M -2,189 -70%
SG
99
StoneX Group
New York
$1.04M +$66.8K +57 +7%
EWA
100
EverSource Wealth Advisors
Alabama
$996K +$938K +800 +1,600%