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

Bank of America Series L

206 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195.8% more ownership

Funds ownership: 53.71%249.51% (+196%)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 192206 (+14)

8% less capital invested

Capital invested by funds: $2.2B → $2.02B (-$184M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
34
Increased
45
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$426K
RFA
127
Resurgent Financial Advisors
Georgia
$422K +$429K +350 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$396K +$404K +329 New
CWM
129
Calamos Wealth Management
Illinois
$389K -$11K -9 -3%
RMDI
130
R.M. Davis Inc
Maine
$373K
IWC
131
Integrated Wealth Concepts
Massachusetts
$373K +$380K +310 New
OIA
132
OneDigital Investment Advisors
Kansas
$357K +$18.4K +15 +5%
BC
133
Bowman & Company
Wisconsin
$352K +$1.23K +1 +0.3%
NFC
134
Northeast Financial Consultants
Connecticut
$333K
BFG
135
Berger Financial Group
Minnesota
$314K
GCIA
136
Gabelli & Co Investment Advisers
New York
$301K +$30.7K +25 +11%
EAM
137
Evanson Asset Management
California
$295K
CB
138
Commerce Bank
Missouri
$283K
VCWA
139
Vanguard Capital Wealth Advisors
Colorado
$283K
William Blair & Company
140
William Blair & Company
Illinois
$275K
PCM
141
Pennsylvania Capital Management
Pennsylvania
$265K +$270K +220 New
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$261K
FHB
143
First Hawaiian Bank
Hawaii
$261K +$266K +217 New
AMIM
144
Aull & Monroe Investment Management
Alabama
$253K
PCS
145
Personal CFO Solutions
New Jersey
$247K
Citadel Advisors
146
Citadel Advisors
Florida
$242K -$8.59K -7 -3%
CPIG
147
Chicago Partners Investment Group
Illinois
$242K
Cohen & Steers
148
Cohen & Steers
New York
$241K
SGK
149
Steigerwald Gordon & Koch
Virginia
$241K
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$239K +$243K +198 New