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

Bank of America Series L

192 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 201192 (-9)

5% less capital invested

Capital invested by funds: $2.32B → $2.2B (-$118M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

2,033.02% less ownership

Funds ownership: 2,086.72%53.71% (-2,033%)

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
45
Reduced
54
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$683K -$2.71K -2 -0.4%
Brown Advisory
102
Brown Advisory
Maryland
$648K +$669K +493 New
CF
103
Centaurus Financial
California
$643K +$1.36K +1 +0.2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$607K -$23.1K -17 -4%
SIG
105
Stonegate Investment Group
Alabama
$592K
HighTower Advisors
106
HighTower Advisors
Illinois
$579K +$142K +105 +31%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$573K -$27.1K -20 -4%
JIC
108
Joel Isaacson & Co
New York
$568K
XWM
109
Xcel Wealth Management
Florida
$568K
ISWM
110
Independent Solutions Wealth Management
New York
$564K
APA
111
American Portfolios Advisors
New York
$564K +$10.8K +8 +2%
HWM
112
Hohimer Wealth Management
Washington
$542K +$8.14K +6 +1%
GF
113
Gries Financial
Ohio
$516K
CFS
114
Capital Financial Services
New York
$484K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$465K -$2.71K -2 -0.6%
CWM
116
Calamos Wealth Management
Illinois
$436K -$107K -79 -19%
RMDI
117
R.M. Davis Inc
Maine
$407K
BC
118
Bowman & Company
Wisconsin
$383K +$1.36K +1 +0.3%
OIA
119
OneDigital Investment Advisors
Kansas
$369K
NFC
120
Northeast Financial Consultants
Connecticut
$363K
BFG
121
Berger Financial Group
Minnesota
$343K
SA
122
Strategic Advisors
New York
$325K -$29.8K -22 -8%
EAM
123
Evanson Asset Management
California
$322K
LWM
124
Laidlaw Wealth Management
New York
$318K
TSS
125
Two Sigma Securities
New York
$314K +$324K +239 New