We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QPW
151
Quantum Private Wealth
Florida
$206K
V
152
ValueWorks
New York
$203K -$19.7K -16 -8%
OWP
153
Obermeyer Wealth Partners
Colorado
$202K +$212K +172 New
GT
154
Glenmede Trust
Pennsylvania
$175K
IAMOG
155
Investors Asset Management of Georgia
Georgia
$152K
BC
156
Burleson & Co
California
$152K +$160K +130 New
BBHC
157
Brown Brothers Harriman & Co
New York
$123K
CT
158
Clearstead Trust
Maine
$117K +$123K +100 New
FCA
159
FinTrust Capital Advisors
South Carolina
$109K
IAS
160
IMA Advisory Services
Colorado
$100K
EL
161
EMFO LLC
Florida
$76K
PTC
162
Private Trust Company
Ohio
$73K -$1.23K -1 -2%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$66K
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$61K
HNWAG
165
High Net Worth Advisory Group
Florida
$59K
LWP
166
Laurel Wealth Planning
Minnesota
$59K
SA
167
SRH Advisors
Kansas
$59K
CFB
168
Cullen/Frost Bankers
Texas
$55K -$14.8K -12 -20%
TA
169
Tectonic Advisors
Texas
$54K
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K
SPIA
171
Steward Partners Investment Advisory
New York
$53K +$1.23K +1 +2%
LCM
172
Logan Capital Management
Pennsylvania
$52K
AF
173
Allworth Financial
California
$50K
TPCW
174
TD Private Client Wealth
New York
$41.1K +$24.7K +20 +133%
FWM
175
Focused Wealth Management
New York
$35K