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Bank of America Series L

223 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.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% 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 Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$995K +$3.52K +3 +0.4%
GGS
102
Galvin Gaustad & Stein
Arizona
$995K -$48.1K -41 -5%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$933K +$175K +149 +23%
IRM
104
Income Research & Management
Massachusetts
$892K -$622K -531 -41%
TB
105
Terril Brothers
Missouri
$888K
WB
106
Webster Bank
Connecticut
$888K
FFA
107
First Foundation Advisors
California
$821K -$752K -642 -48%
PHS
108
Pekin Hardy Strauss
Illinois
$818K -$139K -119 -15%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$810K +$368K +314 +83%
NCM
110
Novare Capital Management
North Carolina
$786K
CAC
111
Certified Advisory Corp
Florida
$763K -$10.5K -9 -1%
CMS
112
Capital Market Strategies
Florida
$756K +$756K +645 New
BRWA
113
B. Riley Wealth Advisors
Florida
$748K +$747K +637 New
IA
114
Icon Advisers
Colorado
$718K -$1.05M -900 -59%
SIG
115
Stonegate Investment Group
Alabama
$636K +$23.4K +20 +4%
NW
116
NewEdge Wealth
Pennsylvania
$619K -$39.9K -34 -6%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$613K -$38.7K -33 -6%
Brown Advisory
118
Brown Advisory
Maryland
$608K +$5.86K +5 +1%
LFAS
119
Level Four Advisory Services
Texas
$598K -$21.1K -18 -3%
IA
120
IFP Advisors
Florida
$585K -$287K -245 -33%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$581K -$7.03K -6 -1%
CWM
122
Calamos Wealth Management
Illinois
$575K -$99.6K -85 -15%
HIP
123
HUB Investment Partners
Texas
$575K
RFA
124
Resurgent Financial Advisors
Georgia
$548K
RBFC
125
Roman Butler Fullerton & Co
Missouri
$531K