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Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$2.71M
XWM
77
Xcel Wealth Management
Florida
$2.61M -$1.25K -1 -0%
Macquarie Group
78
Macquarie Group
Australia
$2.45M
SL
79
Summitry LLC
California
$2.12M -$38.6K -31 -2%
UIC
80
Uniplan Investment Counsel
Wisconsin
$2.09M +$39.9M +32,021 +1,401%
AF
81
Apollon Financial
South Carolina
$1.98M +$2.02M +1,622 New
EIA
82
Edgemoor Investment Advisors
Maryland
$1.97M -$54.8K -44 -3%
SCA
83
Snowden Capital Advisors
New York
$1.95M
CPW
84
Cove Private Wealth
New York
$1.89M
SC
85
Scotia Capital
Ontario, Canada
$1.82M +$22.4K +18 +1%
SEI Investments
86
SEI Investments
Pennsylvania
$1.66M +$564K +453 +50%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$1.64M
Corient Private Wealth
88
Corient Private Wealth
Florida
$1.62M +$29.9K +24 +2%
CRC
89
Curi RMB Capital
Illinois
$1.61M -$164K -132 -9%
Truist Financial
90
Truist Financial
North Carolina
$1.53M -$51K -41 -3%
MFG
91
Magnus Financial Group
New York
$1.48M -$205K -165 -12%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.47M +$61K +49 +4%
MCM
93
Marathon Capital Management
Maryland
$1.45M
HF
94
HRT Financial
New York
$1.41M +$941K +756 +189%
SCM
95
Schnieders Capital Management
California
$1.36M -$31.1K -25 -2%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.31M +$6.22K +5 +0.5%
PH
97
Pinnacle Holdings
Oklahoma
$1.26M
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.25M -$24.9K -20 -2%
SG
99
StoneX Group
New York
$1.2M +$26.1K +21 +2%
CFS
100
Coordinated Financial Services
Colorado
$1.19M +$1.21M +973 New