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Bank of America Series L

201 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,300% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 2

5,713% more capital invested

Capital invested by funds: $39.9M → $2.32B (+$2.28B)

2,085.77% more ownership

Funds ownership: 0.95%2,086.72% (+2,086%)

1,156% more funds holding

Funds holding: 16201 (+185)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

Holders
201
Holders Change
+185
Holders Change %
+1,156.25%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.11%
New
188
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Bowman & Company
Wisconsin
$419K +$419K +291 New
OIA
127
OneDigital Investment Advisors
Kansas
$406K +$405K +281 New
NA
128
NewEdge Advisors
Louisiana
$403K +$402K +279 New
NFC
129
Northeast Financial Consultants
Connecticut
$399K +$398K +276 New
William Blair & Company
130
William Blair & Company
Illinois
$392K +$390K +271 New
SA
131
Strategic Advisors
New York
$390K +$389K +270 New
BFG
132
Berger Financial Group
Minnesota
$377K +$376K +261 New
EVM
133
Eaton Vance Management
Massachusetts
$361K +$360K +250 New
EAM
134
Evanson Asset Management
California
$354K +$353K +245 New
LWM
135
Laidlaw Wealth Management
New York
$350K +$349K +242 New
CAN
136
Cetera Advisor Networks
California
$345K +$344K +239 New
CB
137
Commerce Bank
Missouri
$340K +$338K +235 New
VCWA
138
Vanguard Capital Wealth Advisors
Colorado
$339K
N
139
Nuveen
North Carolina
$337K
PCM
140
Pennsylvania Capital Management
Pennsylvania
$318K +$317K +220 New
QPW
141
Quantum Private Wealth
Florida
$309K +$308K +214 New
AMIM
142
Aull & Monroe Investment Management
Alabama
$303K +$302K +210 New
PCS
143
Personal CFO Solutions
New Jersey
$296K +$295K +205 New
GCIA
144
Gabelli & Co Investment Advisers
New York
$290K +$288K +200 New
Cohen & Steers
145
Cohen & Steers
New York
$289K +$288K +200 New
SGK
146
Steigerwald Gordon & Koch
Virginia
$289K +$288K +200 New
WW
147
Westshore Wealth
California
$288K +$287K +199 New
WPC
148
Wedmont Private Capital
Pennsylvania
$284K +$282K +196 New
Creative Planning
149
Creative Planning
Kansas
$280K +$279K +194 New
CPIG
150
Chicago Partners Investment Group
Illinois
$279K +$304K +211 New