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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALC
76
Alexander Labrunerie & Co
Missouri
$2.87M -$28.3K -23 -1%
KIA
77
KCM Investment Advisors
California
$2.86M +$45.5K +37 +2%
Goldman Sachs
78
Goldman Sachs
New York
$2.83M
LA
79
LexAurum Advisors
Kansas
$2.79M -$49.2K -40 -2%
XWM
80
Xcel Wealth Management
Florida
$2.72M +$7.38K +6 +0.3%
SL
81
Summitry LLC
California
$2.25M -$93.5K -76 -4%
IA
82
Icon Advisers
Colorado
$2.23M +$1.11M +900 +106%
EIA
83
Edgemoor Investment Advisors
Maryland
$2.11M
SCA
84
Snowden Capital Advisors
New York
$2M +$107K +87 +6%
CPW
85
Cove Private Wealth
New York
$1.97M
SC
86
Scotia Capital
Ontario, Canada
$1.87M +$24.6K +20 +1%
CRC
87
Curi RMB Capital
Illinois
$1.85M -$14.8K -12 -0.8%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.8M +$50.4K +41 +3%
MFG
89
Magnus Financial Group
New York
$1.75M +$64K +52 +4%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$1.73M
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.66M +$178K +145 +13%
Truist Financial
92
Truist Financial
North Carolina
$1.65M +$29.5K +24 +2%
MCM
93
Marathon Capital Management
Maryland
$1.52M -$43K -35 -3%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$1.48M +$287K +233 +25%
SCM
95
Schnieders Capital Management
California
$1.45M -$24.6K -20 -2%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.36M +$458K +372 +54%
Jane Street
97
Jane Street
New York
$1.34M +$1.07M +867 +466%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.33M +$33.2K +27 +3%
PH
99
Pinnacle Holdings
Oklahoma
$1.31M
SG
100
StoneX Group
New York
$1.2M -$39.4K -32 -3%