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Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.05B (-$101M)

3% less funds holding

Funds holding: 223217 (-6)

13.89% less ownership

Funds ownership: 350.8%336.91% (-14%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
55
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Montag & Associates
Georgia
$2.33M +$290K +250 +14%
IA
77
Icon Advisers
Colorado
$2.15M +$1.53M +1,322 +216%
EIA
78
Edgemoor Investment Advisors
Maryland
$2.09M -$19.7K -17 -0.9%
SSWG
79
Seven Springs Wealth Group
Tennessee
$2.07M +$49.9K +43 +2%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.82M +$200K +172 +12%
DLG
81
Daniel L. Goodwin
$1.82M
AM
82
AGF Management
Ontario, Canada
$1.78M +$1.86M +1,600 New
MCM
83
Marathon Capital Management
Maryland
$1.77M
SC
84
Scotia Capital
Ontario, Canada
$1.67M -$2.32K -2 -0.1%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.62M -$42.9K -37 -2%
Truist Financial
86
Truist Financial
North Carolina
$1.61M -$25.5K -22 -1%
GA
87
GFS Advisors
Texas
$1.43M
US Bancorp
88
US Bancorp
Minnesota
$1.42M +$3.48K +3 +0.2%
KIA
89
KCM Investment Advisors
California
$1.33M -$10.4K -9 -0.7%
BFIC
90
Bedell Frazier Investment Counselling
California
$1.31M -$274K -236 -17%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.29M -$3.48K -3 -0.3%
PH
92
Pinnacle Holdings
Oklahoma
$1.21M -$186K -160 -13%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.19M +$22K +19 +2%
SWM
94
Sugarloaf Wealth Management
Georgia
$1.12M -$34.8K -30 -3%
SEI Investments
95
SEI Investments
Pennsylvania
$1.09M +$61.5K +53 +6%
CRC
96
Curi RMB Capital
Illinois
$1.06M -$34.8K -30 -3%
DIA
97
Dana Investment Advisors
Wisconsin
$1.04M
TS
98
Tamar Securities
California
$949K +$4.64K +4 +0.5%
EWA
99
EverSource Wealth Advisors
Alabama
$945K
SG
100
StoneX Group
New York
$896K -$96.3K -83 -9%