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Bank of America Series L

216 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.46% more ownership

Funds ownership: 249.74%336.19% (+86%)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

1% more funds holding

Funds holding: 213216 (+3)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$67M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$988K +$1.01M +846 New
SG
102
StoneX Group
New York
$972K +$51.6K +43 +6%
PHS
103
Pekin Hardy Strauss
Illinois
$954K -$162K -135 -14%
IA
104
IFP Advisors
Florida
$940K -$144K -120 -14%
TB
105
Terril Brothers
Missouri
$885K
WB
106
Webster Bank
Connecticut
$885K
NPF
107
Norris Perne & French
Michigan
$835K +$857K +715 New
NCM
108
Novare Capital Management
North Carolina
$784K
CAC
109
Certified Advisory Corp
Florida
$771K +$64.8K +54 +9%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$756K -$197K -164 -20%
SWP
111
Stratos Wealth Partners
Ohio
$697K -$5.62M -4,683 -89%
CWM
112
Calamos Wealth Management
Illinois
$673K +$305K +254 +79%
AAS
113
Ameritas Advisory Services
Nebraska
$669K -$228K -190 -25%
NW
114
NewEdge Wealth
Pennsylvania
$656K +$67.1K +56 +11%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$649K +$60K +50 +10%
LFAS
116
Level Four Advisory Services
Texas
$617K +$119K +99 +23%
SIG
117
Stonegate Investment Group
Alabama
$611K +$40.8K +34 +7%
Brown Advisory
118
Brown Advisory
Maryland
$598K
Baird Financial Group
119
Baird Financial Group
Wisconsin
$586K +$80.3K +67 +15%
Creative Planning
120
Creative Planning
Kansas
$575K -$68.3K -57 -10%
CF
121
Centaurus Financial
California
$574K +$1.2K +1 +0.2%
HIP
122
HUB Investment Partners
Texas
$573K
RFA
123
Resurgent Financial Advisors
Georgia
$547K +$36K +30 +7%
SAG
124
SageView Advisory Group
California
$528K
RBFC
125
Roman Butler Fullerton & Co
Missouri
$526K +$540K +450 New