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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
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
$1.11M +$29.4K +25 +3%
SEI Investments
102
SEI Investments
Pennsylvania
$1.1M +$107K +91 +11%
ACM
103
AlphaStar Capital Management
North Carolina
$1.09M -$23.5K -20 -2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.09M +$676K +574 +172%
TS
105
Tamar Securities
California
$1.06M +$34.1K +29 +3%
US Bancorp
106
US Bancorp
Minnesota
$1.06M -$58.9K -50 -5%
CFS
107
Coordinated Financial Services
Colorado
$1.03M +$71.8K +61 +8%
IA
108
Icon Advisers
Colorado
$1.02M -$1.15M -977 -53%
EWA
109
EverSource Wealth Advisors
Alabama
$1.02M -$9.42K -8 -0.9%
PIM
110
Penobscot Investment Management
Massachusetts
$1M +$153K +130 +18%
JSL
111
JT Stratford LLC
Georgia
$951K +$71.8K +61 +8%
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$937K
MIA
113
MeadowBrook Investment Advisors
Michigan
$932K -$23.5K -20 -3%
WB
114
Webster Bank
Connecticut
$907K
SFA
115
Sequoia Financial Advisors
Ohio
$892K +$7.06K +6 +0.8%
Northern Trust
116
Northern Trust
Illinois
$885K +$871K +740 New
FHB
117
First Hawaiian Bank
Hawaii
$870K -$101K -86 -11%
HighTower Advisors
118
HighTower Advisors
Illinois
$868K -$64.8K -55 -7%
WIA
119
Wetzel Investment Advisors
Indiana
$836K +$824K +700 New
Osaic Holdings
120
Osaic Holdings
Arizona
$830K -$444K -377 -35%
NCM
121
Novare Capital Management
North Carolina
$785K
CMS
122
Capital Market Strategies
Florida
$760K
BAM
123
BOS Asset Management
Illinois
$757K +$745K +633 New
SWM
124
Sugarloaf Wealth Management
Georgia
$750K -$47.1K -40 -6%
FFA
125
First Foundation Advisors
California
$749K -$41.2K -35 -5%