We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$243M)

8% more funds holding

Funds holding: 217235 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

24.13% less ownership

Funds ownership: 336.91%312.78% (-24%)

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Wambolt & Associates
Colorado
$584K +$296K +265 +120%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$574K +$14.5K +13 +3%
PHS
128
Pekin Hardy Strauss
Illinois
$550K -$101K -90 -16%
M&T Bank
129
M&T Bank
New York
$545K -$124K -111 -20%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$534K
CPRC
131
Consolidated Portfolio Review Corp
New York
$524K +$117K +105 +32%
ISWM
132
Independent Solutions Wealth Management
New York
$518K
SG Americas Securities
133
SG Americas Securities
New York
$518K -$3.35M -3,000 -87%
NPF
134
Norris Perne & French
Michigan
$516K
WS
135
Wedbush Securities
California
$489K -$16.8K -15 -4%
ICM
136
Islay Capital Management
Texas
$482K
IWC
137
Integrated Wealth Concepts
Massachusetts
$470K
HighTower Advisors
138
HighTower Advisors
Illinois
$469K +$53.6K +48 +14%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$453K -$3.35K -3 -0.8%
CPIG
140
Chicago Partners Investment Group
Illinois
$449K +$3.35K +3 +0.8%
ACM
141
AlphaStar Capital Management
North Carolina
$446K +$413K +370 New
GF
142
Gries Financial
Ohio
$441K
Bessemer Group
143
Bessemer Group
New Jersey
$428K +$369K +330 +1,320%
CWM
144
Calamos Wealth Management
Illinois
$427K -$104K -93 -21%
GT
145
Glenmede Trust
Pennsylvania
$422K
PWP
146
Principle Wealth Partners
Connecticut
$416K
GGS
147
Galvin Gaustad & Stein
Arizona
$405K -$419K -375 -53%
BSW
148
Buckingham Strategic Wealth
Missouri
$401K
PFS
149
Prospera Financial Services
Texas
$397K +$36.9K +33 +11%
ECG
150
Edge Capital Group
Georgia
$394K