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Bank of America Series L

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NPF
126
Norris Perne & French
Michigan
$531K 453 -262 -37%
SAG
127
SageView Advisory Group
California
$530K 452
ICM
128
Islay Capital Management
Texas
$527K 450
FFA
129
Farther Finance Advisors
California
$511K 436 +433 +14,433%
XWM
130
Xcel Wealth Management
Florida
$507K 433
WS
131
Wedbush Securities
California
$505K 431 +1 +0.2%
ISWM
132
Independent Solutions Wealth Management
New York
$504K 430
Creative Planning
133
Creative Planning
Kansas
$489K 417 -76 -15%
MFG
134
Magnus Financial Group
New York
$464K 396
IWC
135
Integrated Wealth Concepts
Massachusetts
$457K 390
HighTower Advisors
136
HighTower Advisors
Illinois
$451K 385 +61 +19%
GF
137
Gries Financial
Ohio
$429K 366
UIA
138
Ulland Investment Advisors
Minnesota
$416K 354 +195 +123%
BSW
139
Buckingham Strategic Wealth
Missouri
$411K 351 +351 New
GT
140
Glenmede Trust
Pennsylvania
$409K 350
PWP
141
Principle Wealth Partners
Connecticut
$404K 345
SC
142
Savant Capital
Illinois
$398K 340
ECG
143
Edge Capital Group
Georgia
$384K 325
CPRC
144
Consolidated Portfolio Review Corp
New York
$369K 315
RMDI
145
R.M. Davis Inc
Maine
$363K 310
OIA
146
OneDigital Investment Advisors
Kansas
$347K 296
FHB
147
First Hawaiian Bank
Hawaii
$343K 293 +76 +35%
William Blair & Company
148
William Blair & Company
Illinois
$337K 288
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$337K 288 +288 New
GCIA
150
Gabelli & Co Investment Advisers
New York
$322K 275