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Bank of America Series L

223 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.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% 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 Holding Trade Value Shares
Change
Change in
Stake
NPF
126
Norris Perne & French
Michigan
$531K -$307K -262 -37%
SAG
127
SageView Advisory Group
California
$530K
ICM
128
Islay Capital Management
Texas
$527K
FFA
129
Farther Finance Advisors
California
$511K +$508K +433 +14,433%
XWM
130
Xcel Wealth Management
Florida
$507K
WS
131
Wedbush Securities
California
$505K +$1.17K +1 +0.2%
ISWM
132
Independent Solutions Wealth Management
New York
$504K
Creative Planning
133
Creative Planning
Kansas
$489K -$89.1K -76 -15%
MFG
134
Magnus Financial Group
New York
$464K
IWC
135
Integrated Wealth Concepts
Massachusetts
$457K
HighTower Advisors
136
HighTower Advisors
Illinois
$451K +$71.5K +61 +19%
GF
137
Gries Financial
Ohio
$429K
UIA
138
Ulland Investment Advisors
Minnesota
$416K +$229K +195 +123%
BSW
139
Buckingham Strategic Wealth
Missouri
$411K +$411K +351 New
GT
140
Glenmede Trust
Pennsylvania
$409K
PWP
141
Principle Wealth Partners
Connecticut
$404K
SC
142
Savant Capital
Illinois
$398K
ECG
143
Edge Capital Group
Georgia
$384K
CPRC
144
Consolidated Portfolio Review Corp
New York
$369K
RMDI
145
R.M. Davis Inc
Maine
$363K
OIA
146
OneDigital Investment Advisors
Kansas
$347K
FHB
147
First Hawaiian Bank
Hawaii
$343K +$89.1K +76 +35%
William Blair & Company
148
William Blair & Company
Illinois
$337K
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$337K +$338K +288 New
GCIA
150
Gabelli & Co Investment Advisers
New York
$322K