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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
126
UBS AM
Illinois
$718K +$706K +600 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$717K +$465K +395 +194%
RFA
128
Resurgent Financial Advisors
Georgia
$685K -$670K -569 -50%
AAS
129
Ameritas Advisory Services
Nebraska
$682K
TB
130
Terril Brothers
Missouri
$667K
NW
131
NewEdge Wealth
Pennsylvania
$652K -$23.5K -20 -4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$652K +$5.89K +5 +0.9%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$648K +$76.5K +65 +14%
SIG
134
Stonegate Investment Group
Alabama
$638K
PWP
135
Principle Wealth Partners
Connecticut
$599K +$70.6K +60 +14%
Brown Advisory
136
Brown Advisory
Maryland
$591K -$29.4K -25 -5%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$584K
WA
138
Wambolt & Associates
Colorado
$568K
CAC
139
Certified Advisory Corp
Florida
$566K -$153K -130 -22%
CWM
140
Calamos Wealth Management
Illinois
$551K +$18.8K +16 +4%
WC
141
Waterloo Capital
Texas
$547K -$8.24K -7 -2%
IAS
142
Insigneo Advisory Services
Florida
$538K +$527K +448 New
CPIG
143
Chicago Partners Investment Group
Illinois
$516K +$5.89K +5 +1%
NPF
144
Norris Perne & French
Michigan
$512K
ISWM
145
Independent Solutions Wealth Management
New York
$499K -$15.3K -13 -3%
LFAS
146
Level Four Advisory Services
Texas
$493K -$90.7K -77 -16%
VFA
147
Valeo Financial Advisors
Indiana
$487K -$90.7K -77 -0.1%
WS
148
Wedbush Securities
California
$483K +$10.6K +9 +2%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$474K
IWC
150
Integrated Wealth Concepts
Massachusetts
$467K