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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
AlphaStar Capital Management
North Carolina
$1.2M +$36.9K +30 +3%
DIA
102
Dana Investment Advisors
Wisconsin
$1.19M
SEI Investments
103
SEI Investments
Pennsylvania
$1.16M -$8.61K -7 -0.8%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.14M -$40.6K -33 -4%
TS
105
Tamar Securities
California
$1.14M +$4.92K +4 +0.4%
US Bancorp
106
US Bancorp
Minnesota
$1.13M +$4.92K +4 +0.5%
EWA
107
EverSource Wealth Advisors
Alabama
$1.08M +$2.46K +2 +0.2%
SFA
108
Sequoia Financial Advisors
Ohio
$1.07M +$116K +94 +13%
PIM
109
Penobscot Investment Management
Massachusetts
$1.07M
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$1.06M -$89.8K -73 -8%
JSL
111
JT Stratford LLC
Georgia
$1.05M +$38.1K +31 +4%
TWM
112
TCFG Wealth Management
California
$1.04M +$1.01M +818 New
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$997K
VFA
114
Valeo Financial Advisors
Indiana
$977K +$449K +365 +0.4%
MIA
115
MeadowBrook Investment Advisors
Michigan
$969K -$22.1K -18 -2%
WB
116
Webster Bank
Connecticut
$965K
WIA
117
Wetzel Investment Advisors
Indiana
$891K
FHB
118
First Hawaiian Bank
Hawaii
$864K -$59K -48 -7%
CMS
119
Capital Market Strategies
Florida
$808K
BAM
120
BOS Asset Management
Illinois
$806K
SWM
121
Sugarloaf Wealth Management
Georgia
$798K
PWP
122
Principle Wealth Partners
Connecticut
$765K -$616K -501 Closed
UBS AM
123
UBS AM
Illinois
$764K
FFA
124
First Foundation Advisors
California
$756K -$39.4K -32 -5%
DADC
125
D.A. Davidson & Co
Montana
$741K +$716K +582 New