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

Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$1.15M +$66K +53 +6%
DIA
102
Dana Investment Advisors
Wisconsin
$1.14M
TS
103
Tamar Securities
California
$1.09M +$4.98K +4 +0.4%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.09M
JSL
105
JT Stratford LLC
Georgia
$1.05M +$48.5K +39 +5%
EWA
106
EverSource Wealth Advisors
Alabama
$1.05M +$11.2K +9 +1%
PIM
107
Penobscot Investment Management
Massachusetts
$1.02M
DADC
108
D.A. Davidson & Co
Montana
$990K +$286K +230 +40%
UB
109
UMB Bank
Missouri
$973K +$993K +798 New
VFA
110
Valeo Financial Advisors
Indiana
$970K +$31.1K +25 +0%
MIA
111
MeadowBrook Investment Advisors
Michigan
$970K +$42.3K +34 +4%
P
112
&Partners
Tennessee
$964K +$519K +417 +112%
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$955K
WB
114
Webster Bank
Connecticut
$912K -$12.4K -10 -1%
HighTower Advisors
115
HighTower Advisors
Illinois
$909K -$2.45M -1,967 -73%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$905K +$209K +168 +29%
WIA
117
Wetzel Investment Advisors
Indiana
$866K
CMS
118
Capital Market Strategies
Florida
$835K +$62.2K +50 +8%
FHB
119
First Hawaiian Bank
Hawaii
$828K
SFA
120
Sequoia Financial Advisors
Ohio
$811K -$218K -175 -21%
BAM
121
BOS Asset Management
Illinois
$772K
TWM
122
TCFG Wealth Management
California
$753K -$249K -200 -24%
PWP
123
Principle Wealth Partners
Connecticut
$747K +$763K +613 New
CB
124
Cadence Bank
Mississippi
$717K +$296K +238 +68%
SWM
125
Sugarloaf Wealth Management
Georgia
$704K -$62.2K -50 -8%