We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.05B (-$101M)

3% less funds holding

Funds holding: 223217 (-6)

13.89% less ownership

Funds ownership: 350.8%336.91% (-14%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
55
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$843K
TB
102
Terril Brothers
Missouri
$843K
GGS
103
Galvin Gaustad & Stein
Arizona
$791K -$160K -138 -16%
FFA
104
Farther Finance Advisors
California
$760K +$287K +247 +57%
FFA
105
First Foundation Advisors
California
$757K -$23.2K -20 -3%
NCM
106
Novare Capital Management
North Carolina
$741K -$5.8K -5 -0.7%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$740K -$30.2K -26 -4%
VFA
108
Valeo Financial Advisors
Indiana
$732K -$490K -422 -0.5%
CAC
109
Certified Advisory Corp
Florida
$707K -$17.4K -15 -2%
CMS
110
Capital Market Strategies
Florida
$688K
SIG
111
Stonegate Investment Group
Alabama
$648K +$46.4K +40 +7%
M&T Bank
112
M&T Bank
New York
$626K -$622K -536 -49%
AAS
113
Ameritas Advisory Services
Nebraska
$623K +$441K +380 +200%
NW
114
NewEdge Wealth
Pennsylvania
$621K +$34.8K +30 +6%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$621K +$40.6K +35 +7%
PHS
116
Pekin Hardy Strauss
Illinois
$607K -$176K -152 -22%
XWM
117
Xcel Wealth Management
Florida
$601K +$124K +107 +25%
Brown Advisory
118
Brown Advisory
Maryland
$578K
RFA
119
Resurgent Financial Advisors
Georgia
$554K +$34.8K +30 +6%
LFAS
120
Level Four Advisory Services
Texas
$525K -$44.1K -38 -7%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$515K -$38.3K -33 -7%
Comerica Bank
122
Comerica Bank
Texas
$506K -$174M -149,696 -100%
CWM
123
Calamos Wealth Management
Illinois
$497K -$51.1K -44 -9%
SAG
124
SageView Advisory Group
California
$497K -$5.8K -5 -1%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$491K -$412K -355 -45%