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Bank of America Series L

192 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 201192 (-9)

5% less capital invested

Capital invested by funds: $2.32B → $2.2B (-$118M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

2,033.02% less ownership

Funds ownership: 2,086.72%53.71% (-2,033%)

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
45
Reduced
54
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
151
FinTrust Capital Advisors
South Carolina
$123K
IAS
152
IMA Advisory Services
Colorado
$112K
Bessemer Group
153
Bessemer Group
New Jersey
$99K
FWP
154
FAS Wealth Partners
Kansas
$92K
EL
155
EMFO LLC
Florida
$85K
SPIA
156
Steward Partners Investment Advisory
New York
$84K -$16.3K -12 -16%
CFB
157
Cullen/Frost Bankers
Texas
$77K
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$74K
TCM
159
Tradewinds Capital Management
Washington
$72K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$68K
HNWAG
161
High Net Worth Advisory Group
Florida
$66K
SA
162
SRH Advisors
Kansas
$66K +$67.8K +50 New
TA
163
Tectonic Advisors
Texas
$60K +$62.4K +46 New
LWANC
164
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K
LCM
165
Logan Capital Management
Pennsylvania
$58K +$59.7K +44 New
AF
166
Allworth Financial
California
$56K
FF
167
FourThought Financial
Florida
$49K
FWM
168
Focused Wealth Management
New York
$39K
Franklin Resources
169
Franklin Resources
California
$39K
PH
170
Pinnacle Holdings
Oklahoma
$38.1K
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$26.3K
TPCW
172
TD Private Client Wealth
New York
$26.3K
JWA
173
JFS Wealth Advisors
Pennsylvania
$26K
VRM
174
Vectors Research Management
New York
$26K
WT
175
Whittier Trust
California
$26K +$17.6K +13 +186%