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Bank of America Series L

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TS
101
Tamar Securities
California
$995K 849 +3 +0.4%
GGS
102
Galvin Gaustad & Stein
Arizona
$995K 849 -41 -5%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$933K 796 +149 +23%
IRM
104
Income Research & Management
Massachusetts
$892K 761 -531 -41%
TB
105
Terril Brothers
Missouri
$888K 758
WB
106
Webster Bank
Connecticut
$888K 758
FFA
107
First Foundation Advisors
California
$821K 701 -642 -48%
PHS
108
Pekin Hardy Strauss
Illinois
$818K 698 -119 -15%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$810K 691 +314 +83%
NCM
110
Novare Capital Management
North Carolina
$786K 671
CAC
111
Certified Advisory Corp
Florida
$763K 651 -9 -1%
CMS
112
Capital Market Strategies
Florida
$756K 645 +645 New
BRWA
113
B. Riley Wealth Advisors
Florida
$748K 637 +637 New
IA
114
Icon Advisers
Colorado
$718K 613 -900 -59%
SIG
115
Stonegate Investment Group
Alabama
$636K 543 +20 +4%
NW
116
NewEdge Wealth
Pennsylvania
$619K 528 -34 -6%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$613K 523 -33 -6%
Brown Advisory
118
Brown Advisory
Maryland
$608K 518 +5 +1%
LFAS
119
Level Four Advisory Services
Texas
$598K 510 -18 -3%
IA
120
IFP Advisors
Florida
$585K 499 -245 -33%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$581K 496 -6 -1%
CWM
122
Calamos Wealth Management
Illinois
$575K 491 -85 -15%
HIP
123
HUB Investment Partners
Texas
$575K 491
RFA
124
Resurgent Financial Advisors
Georgia
$548K 468
RBFC
125
Roman Butler Fullerton & Co
Missouri
$531K 450