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Bank of America Series L

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$243M)

8% more funds holding

Funds holding: 217235 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

24.13% less ownership

Funds ownership: 336.91%312.78% (-24%)

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$1.03M +$4.47K +4 +0.5%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$977K +$163K +146 +22%
MIA
103
MeadowBrook Investment Advisors
Michigan
$952K +$882K +790 New
WB
104
Webster Bank
Connecticut
$914K
SWM
105
Sugarloaf Wealth Management
Georgia
$904K -$285K -255 -25%
SCA
106
Snowden Capital Advisors
New York
$888K +$823K +737 New
FFA
107
First Foundation Advisors
California
$806K -$13.4K -12 -2%
JSL
108
JT Stratford LLC
Georgia
$804K +$745K +667 New
NCM
109
Novare Capital Management
North Carolina
$803K
CMS
110
Capital Market Strategies
Florida
$777K
CAC
111
Certified Advisory Corp
Florida
$735K -$29K -26 -4%
XWM
112
Xcel Wealth Management
Florida
$735K +$78.2K +70 +13%
Northern Trust
113
Northern Trust
Illinois
$732K +$678K +607 New
AAS
114
Ameritas Advisory Services
Nebraska
$687K
RFA
115
Resurgent Financial Advisors
Georgia
$686K +$79.3K +71 +14%
NW
116
NewEdge Wealth
Pennsylvania
$685K +$11.2K +10 +2%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$685K +$11.2K +10 +2%
TB
118
Terril Brothers
Missouri
$673K -$223K -200 -26%
SIG
119
Stonegate Investment Group
Alabama
$642K -$55.8K -50 -9%
Comerica Bank
120
Comerica Bank
Texas
$632K +$77.1K +69 +15%
Brown Advisory
121
Brown Advisory
Maryland
$625K
HF
122
HRT Financial
New York
$609K +$565K +506 New
VFA
123
Valeo Financial Advisors
Indiana
$605K -$168K -150 -0.2%
LFAS
124
Level Four Advisory Services
Texas
$589K +$19K +17 +4%
WC
125
Waterloo Capital
Texas
$589K +$546K +489 New