We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$243M)

8% more funds holding

Funds holding: 217235 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

24.13% less ownership

Funds ownership: 336.91%312.78% (-24%)

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$2.68M -$895K -801 -27%
SL
77
Summitry LLC
California
$2.5M -$45.8K -41 -2%
MA
78
Montag & Associates
Georgia
$2.36M -$147K -132 -6%
SCM
79
Schnieders Capital Management
California
$2.22M -$400K -358 -16%
Jane Street
80
Jane Street
New York
$2.1M +$1.95M +1,745 New
EIA
81
Edgemoor Investment Advisors
Maryland
$2.06M -$184K -165 -9%
Osaic Holdings
82
Osaic Holdings
Arizona
$2.05M +$78.2K +70 +4%
AM
83
AGF Management
Ontario, Canada
$1.93M
CPW
84
Cove Private Wealth
New York
$1.87M +$1.73M +1,550 New
SC
85
Scotia Capital
Ontario, Canada
$1.78M -$34.6K -31 -2%
MFG
86
Magnus Financial Group
New York
$1.74M +$1.2M +1,070 +288%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.67M -$77.1K -69 -5%
MCM
88
Marathon Capital Management
Maryland
$1.66M -$241K -216 -14%
GA
89
GFS Advisors
Texas
$1.55M
Corient Private Wealth
90
Corient Private Wealth
Florida
$1.4M
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.33M +$32.4K +29 +3%
PH
92
Pinnacle Holdings
Oklahoma
$1.31M
KIA
93
KCM Investment Advisors
California
$1.29M -$140K -125 -10%
US Bancorp
94
US Bancorp
Minnesota
$1.29M -$236K -211 -16%
Truist Financial
95
Truist Financial
North Carolina
$1.26M -$455K -407 -28%
SEI Investments
96
SEI Investments
Pennsylvania
$1.15M -$30.2K -27 -3%
DIA
97
Dana Investment Advisors
Wisconsin
$1.12M
SG
98
StoneX Group
New York
$1.1M +$121K +108 +14%
CRC
99
Curi RMB Capital
Illinois
$1.04M -$94.9K -85 -9%
EWA
100
EverSource Wealth Advisors
Alabama
$1.03M +$8.94K +8 +0.9%