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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
126
Capital Financial Services
New York
$431K
GF
127
Gries Financial
Ohio
$425K +$434K +366 New
GT
128
Glenmede Trust
Pennsylvania
$406K +$237K +200 +133%
ECG
129
Edge Capital Group
Georgia
$380K +$385K +325 New
HighTower Advisors
130
HighTower Advisors
Illinois
$379K -$16.6K -14 -4%
CWM
131
Calamos Wealth Management
Illinois
$374K -$1.19K -1 -0.3%
MFG
132
Magnus Financial Group
New York
$363K -$72.3K -61 -16%
IWC
133
Integrated Wealth Concepts
Massachusetts
$360K
RMDI
134
R.M. Davis Inc
Maine
$360K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$360K +$42.7K +36 +13%
Jane Street
136
Jane Street
New York
$355K -$255K -215 -41%
PCM
137
Prelude Capital Management
New York
$348K +$356K +300 New
BC
138
Bowman & Company
Wisconsin
$345K +$3.56K +3 +1%
OIA
139
OneDigital Investment Advisors
Kansas
$343K
William Blair & Company
140
William Blair & Company
Illinois
$334K +$28.5K +24 +9%
GSC
141
Ground Swell Capital
South Carolina
$334K +$341K +288 New
MCC
142
Money Concepts Capital
Florida
$307K +$314K +265 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$300K -$220K -186 -42%
BFG
144
Berger Financial Group
Minnesota
$291K -$11.9K -10 -4%
GCIA
145
Gabelli & Co Investment Advisers
New York
$290K
EAM
146
Evanson Asset Management
California
$284K
VCWA
147
Vanguard Capital Wealth Advisors
Colorado
$273K
EM
148
Excalibur Management
Massachusetts
$270K +$276K +233 New
PCM
149
Pennsylvania Capital Management
Pennsylvania
$266K
WW
150
Westshore Wealth
California
$260K +$37.9K +32 +17%