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Bank of America Series L

201 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,300% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 2

5,713% more capital invested

Capital invested by funds: $39.9M → $2.32B (+$2.28B)

2,085.77% more ownership

Funds ownership: 0.95%2,086.72% (+2,086%)

1,156% more funds holding

Funds holding: 16201 (+185)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

Holders
201
Holders Change
+185
Holders Change %
+1,156.25%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.11%
New
188
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$257K +$256K +178 New
DWM
152
Darwin Wealth Management
Florida
$255K +$259K +180 New
ECM
153
ExodusPoint Capital Management
New York
$243K +$242K +168 New
PIA
154
Powell Investment Advisors
Florida
$234K +$230K +160 New
Wellington Management Group
155
Wellington Management Group
Massachusetts
$224K +$223K +155 New
NCM
156
Nelson Capital Management
California
$217K +$216K +150 New
GT
157
Glenmede Trust
Pennsylvania
$216K +$216K +150 New
OC
158
Oppenheimer & Co
New York
$211K +$210K +146 New
DI
159
Diligent Investors
California
$210K +$209K +145 New
RM
160
Resource Management
Louisiana
$210K +$209K +145 New
PGIM
161
Pacific Global Investment Management
California
$201K +$200K +139 New
FCA
162
FinTrust Capital Advisors
South Carolina
$136K +$135K +94 New
IAS
163
IMA Advisory Services
Colorado
$123K +$122K +85 New
SPIA
164
Steward Partners Investment Advisory
New York
$110K +$109K +76 New
Bessemer Group
165
Bessemer Group
New Jersey
$108K +$108K +75 New
FWP
166
FAS Wealth Partners
Kansas
$101K +$101K +70 New
EL
167
EMFO LLC
Florida
$94K +$93.6K +65 New
CFB
168
Cullen/Frost Bankers
Texas
$85K +$85K +59 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$81K +$80.7K +56 New
TCM
170
Tradewinds Capital Management
Washington
$79K +$79.2K +55 New
HNB
171
Huntington National Bank
Ohio
$78K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$75K +$74.9K +52 New
HNWAG
173
High Net Worth Advisory Group
Florida
$72K +$72K +50 New
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$64.8K +45 New
AF
175
Allworth Financial
California
$62K +$61.9K +43 New