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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALC
76
Alexander Labrunerie & Co
Missouri
$2.73M -$126K -107 -4%
LA
77
LexAurum Advisors
Kansas
$2.67M -$74.2K -63 -3%
Goldman Sachs
78
Goldman Sachs
New York
$2.66M -$5.89K -5 -0.2%
KIA
79
KCM Investment Advisors
California
$2.65M +$928K +788 +55%
XWM
80
Xcel Wealth Management
Florida
$2.55M +$584K +496 +30%
SL
81
Summitry LLC
California
$2.21M -$252K -214 -10%
EIA
82
Edgemoor Investment Advisors
Maryland
$1.98M -$23.5K -20 -1%
CPW
83
Cove Private Wealth
New York
$1.85M
SCA
84
Snowden Capital Advisors
New York
$1.78M +$742K +630 +74%
CRC
85
Curi RMB Capital
Illinois
$1.75M -$257K -218 -13%
SC
86
Scotia Capital
Ontario, Canada
$1.74M -$5.89K -5 -0.3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.64M -$90.7K -77 -5%
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$1.6M +$224K +190 +17%
MFG
89
Magnus Financial Group
New York
$1.59M -$153K -130 -9%
Truist Financial
90
Truist Financial
North Carolina
$1.52M +$254K +216 +20%
MCM
91
Marathon Capital Management
Maryland
$1.47M -$89.5K -76 -6%
SCM
92
Schnieders Capital Management
California
$1.39M -$806K -685 -37%
Corient Private Wealth
93
Corient Private Wealth
Florida
$1.39M
SA
94
Sanctuary Advisors
Indiana
$1.32M +$1.34M +1,139 New
PH
95
Pinnacle Holdings
Oklahoma
$1.23M -$15.3K -13 -1%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.22M -$49.4K -42 -4%
SAM
97
Synergy Asset Management
Washington
$1.2M +$1.18M +1,004 New
SG
98
StoneX Group
New York
$1.17M +$41.2K +35 +4%
DIA
99
Dana Investment Advisors
Wisconsin
$1.11M
SAMC
100
Spectrum Asset Management (Connecticut)
Connecticut
$1.11M +$38.9K +33 +4%