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

Bank of America Series L

192 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 201192 (-9)

5% less capital invested

Capital invested by funds: $2.32B → $2.2B (-$118M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

2,033.02% less ownership

Funds ownership: 2,086.72%53.71% (-2,033%)

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
45
Reduced
54
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$308K
VCWA
127
Vanguard Capital Wealth Advisors
Colorado
$308K
N
128
Nuveen
North Carolina
$305K
William Blair & Company
129
William Blair & Company
Illinois
$299K -$58.3K -43 -16%
GCIA
130
Gabelli & Co Investment Advisers
New York
$295K +$33.9K +25 +13%
WPC
131
Wedmont Private Capital
Pennsylvania
$293K +$38K +28 +14%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$285K
QPW
133
Quantum Private Wealth
Florida
$280K
AMIM
134
Aull & Monroe Investment Management
Alabama
$276K
Citadel Advisors
135
Citadel Advisors
Florida
$272K +$282K +208 New
PCS
136
Personal CFO Solutions
New Jersey
$269K
V
137
ValueWorks
New York
$264K +$273K +201 New
Cohen & Steers
138
Cohen & Steers
New York
$263K
SGK
139
Steigerwald Gordon & Koch
Virginia
$263K
WW
140
Westshore Wealth
California
$255K -$6.78K -5 -3%
FC
141
Fore Capital
New York
$242K +$250K +184 New
CPIG
142
Chicago Partners Investment Group
Illinois
$236K -$23.1K -17 -8%
DWM
143
Darwin Wealth Management
Florida
$236K
BRWA
144
B. Riley Wealth Advisors
Florida
$213K -$20.3K -15 -8%
CAN
145
Cetera Advisor Networks
California
$206K -$111K -82 -34%
PIA
146
Powell Investment Advisors
Florida
$206K -$6.78K -5 -3%
Wellington Management Group
147
Wellington Management Group
Massachusetts
$203K
GT
148
Glenmede Trust
Pennsylvania
$196K
BBHC
149
Brown Brothers Harriman & Co
New York
$169K
MCC
150
Money Concepts Capital
Florida
$159K +$164K +121 New