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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Stonegate Investment Group
Alabama
$636K
Brown Advisory
127
Brown Advisory
Maryland
$620K
Barclays
128
Barclays
United Kingdom
$596K +$596K +500 New
LFAS
129
Level Four Advisory Services
Texas
$589K
WA
130
Wambolt & Associates
Colorado
$579K
Baird Financial Group
131
Baird Financial Group
Wisconsin
$569K +$1.19K +1 +0.2%
VFA
132
Valeo Financial Advisors
Indiana
$566K -$21.4K -18 -0%
WC
133
Waterloo Capital
Texas
$554K -$29.8K -25 -5%
IC
134
Inscription Capital
Texas
$532K +$531K +446 New
CWM
135
Calamos Wealth Management
Illinois
$531K +$108K +91 +26%
PWP
136
Principle Wealth Partners
Connecticut
$526K +$114K +96 +28%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$523K
ISWM
138
Independent Solutions Wealth Management
New York
$513K
NPF
139
Norris Perne & French
Michigan
$511K
PHS
140
Pekin Hardy Strauss
Illinois
$510K -$34.6K -29 -6%
CPIG
141
Chicago Partners Investment Group
Illinois
$495K +$52.4K +44 +12%
ICM
142
Islay Capital Management
Texas
$477K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$474K +$473K +397 New
WS
144
Wedbush Securities
California
$472K -$13.1K -11 -3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$466K
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$448K
GT
147
Glenmede Trust
Pennsylvania
$418K
GGS
148
Galvin Gaustad & Stein
Arizona
$414K +$13.1K +11 +3%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$399K +$138K +116 +53%
BSW
150
Buckingham Strategic Wealth
Missouri
$398K