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Bank of America Series L

206 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195.8% more ownership

Funds ownership: 53.71%249.51% (+196%)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 192206 (+14)

8% less capital invested

Capital invested by funds: $2.2B → $2.02B (-$184M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
34
Increased
45
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$913K
MFG
102
Magnus Financial Group
New York
$824K -$52.8K -43 -6%
NCM
103
Novare Capital Management
North Carolina
$808K +$823K +671 New
Creative Planning
104
Creative Planning
Kansas
$738K -$166K -135 -18%
AAS
105
Ameritas Advisory Services
Nebraska
$705K
HighTower Advisors
106
HighTower Advisors
Illinois
$697K +$169K +138 +31%
CAC
107
Certified Advisory Corp
Florida
$673K +$686K +559 New
NA
108
NewEdge Advisors
Louisiana
$624K +$636K +518 New
LFAS
109
Level Four Advisory Services
Texas
$618K -$8.59K -7 -1%
CFN
110
Cordasco Financial Network
Florida
$608K +$620K +505 New
Brown Advisory
111
Brown Advisory
Maryland
$595K
HIP
112
HUB Investment Partners
Texas
$591K +$602K +491 New
CF
113
Centaurus Financial
California
$590K
SIG
114
Stonegate Investment Group
Alabama
$589K +$46.6K +38 +8%
JIC
115
Joel Isaacson & Co
New York
$560K
NW
116
NewEdge Wealth
Pennsylvania
$532K +$542K +442 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$523K -$2.45K -2 -0.5%
XWM
118
Xcel Wealth Management
Florida
$522K
ISWM
119
Independent Solutions Wealth Management
New York
$518K
WS
120
Wedbush Securities
California
$510K +$519K +423 New
HWM
121
Hohimer Wealth Management
Washington
$497K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$494K -$63.8K -52 -11%
OC
123
Oppenheimer & Co
New York
$453K +$461K +376 New
CFS
124
Capital Financial Services
New York
$450K +$6.13K +5 +1%
APA
125
American Portfolios Advisors
New York
$436K -$83.4K -68 -16%