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Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
126
Roman Butler Fullerton & Co
Missouri
$481K
ISWM
127
Independent Solutions Wealth Management
New York
$478K
NPF
128
Norris Perne & French
Michigan
$476K -$27.8K -25 -6%
WS
129
Wedbush Securities
California
$468K -$11.1K -10 -2%
IA
130
IFP Advisors
Florida
$456K -$99K -89 -18%
ICM
131
Islay Capital Management
Texas
$445K -$55.6K -50 -11%
IWC
132
Integrated Wealth Concepts
Massachusetts
$434K
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$421K +$421K +378 New
MFG
134
Magnus Financial Group
New York
$413K -$27.8K -25 -6%
GF
135
Gries Financial
Ohio
$407K
CPIG
136
Chicago Partners Investment Group
Illinois
$396K +$183K +174 +86%
GT
137
Glenmede Trust
Pennsylvania
$389K
PWP
138
Principle Wealth Partners
Connecticut
$384K
HighTower Advisors
139
HighTower Advisors
Illinois
$380K -$47.8K -43 -11%
Creative Planning
140
Creative Planning
Kansas
$380K -$84.6K -76 -18%
BSW
141
Buckingham Strategic Wealth
Missouri
$370K -$20K -18 -5%
CPRC
142
Consolidated Portfolio Review Corp
New York
$367K +$16.7K +15 +5%
ECG
143
Edge Capital Group
Georgia
$361K
William Blair & Company
144
William Blair & Company
Illinois
$343K +$22.2K +20 +7%
PFS
145
Prospera Financial Services
Texas
$329K +$52.3K +47 +19%
FHB
146
First Hawaiian Bank
Hawaii
$321K -$4.45K -4 -1%
OIA
147
OneDigital Investment Advisors
Kansas
$319K -$10K -9 -3%
PAG
148
Private Advisor Group
New Jersey
$318K +$318K +286 New
GCIA
149
Gabelli & Co Investment Advisers
New York
$306K
UIA
150
Ulland Investment Advisors
Minnesota
$301K -$92.2K -83 -23%