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Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Calamos Wealth Management
Illinois
$379K
IWC
127
Integrated Wealth Concepts
Massachusetts
$364K
RMDI
128
R.M. Davis Inc
Maine
$364K
OIA
129
OneDigital Investment Advisors
Kansas
$347K
BC
130
Bowman & Company
Wisconsin
$346K +$2.47K +2 +0.7%
NFC
131
Northeast Financial Consultants
Connecticut
$324K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$321K -$98.7K -80 -23%
William Blair & Company
133
William Blair & Company
Illinois
$310K +$44.4K +36 +16%
BFG
134
Berger Financial Group
Minnesota
$306K
GCIA
135
Gabelli & Co Investment Advisers
New York
$293K
EAM
136
Evanson Asset Management
California
$287K
VCWA
137
Vanguard Capital Wealth Advisors
Colorado
$276K
CB
138
Commerce Bank
Missouri
$258K -$18.5K -15 -6%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$258K
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$255K
FHB
141
First Hawaiian Bank
Hawaii
$255K
AMIM
142
Aull & Monroe Investment Management
Alabama
$247K
PCS
143
Personal CFO Solutions
New Jersey
$240K
Cohen & Steers
144
Cohen & Steers
New York
$235K
SGK
145
Steigerwald Gordon & Koch
Virginia
$235K
N
146
Nuveen
North Carolina
$227K
WW
147
Westshore Wealth
California
$225K -$6.17K -5 -3%
CPIG
148
Chicago Partners Investment Group
Illinois
$224K +$3.7K +3 +2%
SA
149
Strategic Advisors
New York
$210K +$1.23K +1 +0.6%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$210K +$221K +179 New