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Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$889K
Creative Planning
102
Creative Planning
Kansas
$804K +$90K +73 +12%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$759K +$554K +449 +227%
Citadel Advisors
104
Citadel Advisors
Florida
$662K +$448K +363 +181%
NW
105
NewEdge Wealth
Pennsylvania
$640K +$128K +104 +24%
VAS
106
Vestmark Advisory Solutions
Massachusetts
$640K +$268K +217 +66%
Jane Street
107
Jane Street
New York
$611K -$2.63M -2,129 -80%
LFAS
108
Level Four Advisory Services
Texas
$602K
Brown Advisory
109
Brown Advisory
Maryland
$580K
HIP
110
HUB Investment Partners
Texas
$578K +$2.47K +2 +0.4%
CF
111
Centaurus Financial
California
$576K +$1.23K +1 +0.2%
SIG
112
Stonegate Investment Group
Alabama
$574K
JIC
113
Joel Isaacson & Co
New York
$551K +$4.93K +4 +0.9%
NA
114
NewEdge Advisors
Louisiana
$524K -$87.6K -71 -14%
WS
115
Wedbush Securities
California
$524K +$29.6K +24 +6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$521K +$12.3K +10 +2%
XWM
117
Xcel Wealth Management
Florida
$508K
ISWM
118
Independent Solutions Wealth Management
New York
$504K
HWM
119
Hohimer Wealth Management
Washington
$484K
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$476K -$4.93K -4 -1%
MFG
121
Magnus Financial Group
New York
$439K -$382K -310 -45%
CFS
122
Capital Financial Services
New York
$436K -$2.47K -2 -0.5%
APA
123
American Portfolios Advisors
New York
$425K
RFA
124
Resurgent Financial Advisors
Georgia
$411K
HighTower Advisors
125
HighTower Advisors
Illinois
$398K -$296K -240 -41%