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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.08M +$108K +91 +11%
SAMC
102
Spectrum Asset Management (Connecticut)
Connecticut
$1.07M -$3.45M -2,898 -76%
SCA
103
Snowden Capital Advisors
New York
$1.04M +$143K +120 +16%
TS
104
Tamar Securities
California
$1.03M +$4.77K +4 +0.5%
EWA
105
EverSource Wealth Advisors
Alabama
$987K
SEI Investments
106
SEI Investments
Pennsylvania
$986K -$150K -126 -13%
FHB
107
First Hawaiian Bank
Hawaii
$971K +$620K +520 +177%
MIA
108
MeadowBrook Investment Advisors
Michigan
$954K +$11.9K +10 +1%
CFS
109
Coordinated Financial Services
Colorado
$951K +$949K +796 New
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$935K +$933K +783 New
HighTower Advisors
111
HighTower Advisors
Illinois
$931K +$464K +389 +100%
WB
112
Webster Bank
Connecticut
$905K
SFA
113
Sequoia Financial Advisors
Ohio
$883K +$882K +740 New
JSL
114
JT Stratford LLC
Georgia
$876K +$79.8K +67 +10%
PIM
115
Penobscot Investment Management
Massachusetts
$846K +$845K +709 New
SWM
116
Sugarloaf Wealth Management
Georgia
$796K -$98.9K -83 -11%
FFA
117
First Foundation Advisors
California
$789K -$9.53K -8 -1%
NCM
118
Novare Capital Management
North Carolina
$783K -$11.9K -10 -2%
CMS
119
Capital Market Strategies
Florida
$758K -$11.9K -10 -2%
CAC
120
Certified Advisory Corp
Florida
$720K -$8.34K -7 -1%
CS
121
Credit Suisse
Switzerland
$716K -$5.96M -5,000 -89%
AAS
122
Ameritas Advisory Services
Nebraska
$676K
TB
123
Terril Brothers
Missouri
$666K
NW
124
NewEdge Wealth
Pennsylvania
$660K -$3.58K -3 -0.5%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$645K -$33.4K -28 -5%