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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
101
Dana Investment Advisors
Wisconsin
$1.08M
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$941K +$194K +164 +25%
SG
104
StoneX Group
New York
$914K +$920K +776 New
AAS
105
Ameritas Advisory Services
Nebraska
$882K +$901K +760 New
WB
106
Webster Bank
Connecticut
$880K
TB
107
Terril Brothers
Missouri
$879K
NCM
108
Novare Capital Management
North Carolina
$778K +$795K +671 New
CAC
109
Certified Advisory Corp
Florida
$703K +$718K +606 New
Creative Planning
110
Creative Planning
Kansas
$638K -$161K -136 -20%
Brown Advisory
111
Brown Advisory
Maryland
$596K +$23.7K +20 +4%
NW
112
NewEdge Wealth
Pennsylvania
$587K -$47.4K -40 -7%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$587K -$47.4K -40 -7%
CF
114
Centaurus Financial
California
$570K
HIP
115
HUB Investment Partners
Texas
$570K -$2.37K -2 -0.4%
SIG
116
Stonegate Investment Group
Alabama
$567K
SAG
117
SageView Advisory Group
California
$524K +$536K +452 New
WS
118
Wedbush Securities
California
$519K
RFA
119
Resurgent Financial Advisors
Georgia
$508K +$104K +88 +25%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$505K -$5.89M -4,967 -92%
XWM
121
Xcel Wealth Management
Florida
$502K
ISWM
122
Independent Solutions Wealth Management
New York
$499K
LFAS
123
Level Four Advisory Services
Texas
$498K -$99.6K -84 -16%
JIC
124
Joel Isaacson & Co
New York
$486K -$59.3K -50 -11%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$451K -$20.2K -17 -4%