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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$731K +$39.4K +32 +6%
AAS
127
Ameritas Advisory Services
Nebraska
$726K
TB
128
Terril Brothers
Missouri
$710K
NCM
129
Novare Capital Management
North Carolina
$685K -$145K -118 -18%
NW
130
NewEdge Wealth
Pennsylvania
$684K -$9.84K -8 -1%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$684K -$9.84K -8 -1%
SIG
132
Stonegate Investment Group
Alabama
$679K
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$673K -$15.7M -12,795 -81%
RFA
134
Resurgent Financial Advisors
Georgia
$671K -$56.6K -46 -8%
Creative Planning
135
Creative Planning
Kansas
$656K +$197K +160 +45%
WA
136
Wambolt & Associates
Colorado
$612K
CAC
137
Certified Advisory Corp
Florida
$602K
CWM
138
Calamos Wealth Management
Illinois
$586K -$1.23K -1 -0.2%
IAS
139
Insigneo Advisory Services
Florida
$580K +$9.84K +8 +2%
WC
140
Waterloo Capital
Texas
$569K -$12.3K -10 -2%
RBFC
141
Roman Butler Fullerton & Co
Missouri
$569K
WS
142
Wedbush Securities
California
$550K +$34.4K +28 +7%
NPF
143
Norris Perne & French
Michigan
$545K
CPIG
144
Chicago Partners Investment Group
Illinois
$536K
HF
145
HRT Financial
New York
$509K +$492K +400 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$505K
IWC
147
Integrated Wealth Concepts
Massachusetts
$496K
PWSG
148
Pacific Wealth Strategies Group
California
$495K +$108K +88 +29%
GGS
149
Galvin Gaustad & Stein
Arizona
$490K +$55.3K +45 +13%
IC
150
Inscription Capital
Texas
$486K