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

Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Summitry LLC
California
$2.46M -$15.5K -13 -0.6%
Jane Street
77
Jane Street
New York
$2.44M +$343K +288 +17%
Wellington Management Group
78
Wellington Management Group
Massachusetts
$2.26M -$3.72M -3,126 -62%
SCM
79
Schnieders Capital Management
California
$2.2M
IA
80
Icon Advisers
Colorado
$2.18M -$2.92M -2,448 -57%
CRC
81
Curi RMB Capital
Illinois
$2.01M +$971K +815 +94%
EIA
82
Edgemoor Investment Advisors
Maryland
$2M -$40.5K -34 -2%
XWM
83
Xcel Wealth Management
Florida
$1.95M +$1.22M +1,026 +168%
CPW
84
Cove Private Wealth
New York
$1.85M
MFG
85
Magnus Financial Group
New York
$1.74M +$17.9K +15 +1%
SC
86
Scotia Capital
Ontario, Canada
$1.74M -$20.3K -17 -1%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.73M +$72.7K +61 +4%
KIA
88
KCM Investment Advisors
California
$1.7M +$419K +352 +33%
MCM
89
Marathon Capital Management
Maryland
$1.56M -$84.6K -71 -5%
Corient Private Wealth
90
Corient Private Wealth
Florida
$1.38M -$5.96K -5 -0.4%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$1.37M +$1.37M +1,151 New
RFA
92
Resurgent Financial Advisors
Georgia
$1.36M +$683K +573 +101%
Osaic Holdings
93
Osaic Holdings
Arizona
$1.28M -$753K -632 -37%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.27M -$45.3K -38 -3%
Truist Financial
95
Truist Financial
North Carolina
$1.26M +$16.7K +14 +1%
PH
96
Pinnacle Holdings
Oklahoma
$1.25M -$51.2K -43 -4%
SG
97
StoneX Group
New York
$1.14M +$50K +42 +5%
US Bancorp
98
US Bancorp
Minnesota
$1.11M -$160K -134 -13%
DIA
99
Dana Investment Advisors
Wisconsin
$1.11M
ACM
100
AlphaStar Capital Management
North Carolina
$1.11M +$670K +562 +152%