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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
151
First Hawaiian Bank
Hawaii
$252K
NA
152
NewEdge Advisors
Louisiana
$252K -$262K -221 -49%
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$252K
CPIG
154
Chicago Partners Investment Group
Illinois
$244K +$2.37K +2 +1%
AMIM
155
Aull & Monroe Investment Management
Alabama
$244K
PCS
156
Personal CFO Solutions
New Jersey
$232K -$5.93K -5 -2%
Cohen & Steers
157
Cohen & Steers
New York
$232K
SGK
158
Steigerwald Gordon & Koch
Virginia
$232K
KFS
159
Kaizen Financial Strategies
California
$230K +$224K +189 New
N
160
Nuveen
North Carolina
$224K
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$219K +$224K +189 New
NFC
162
Northeast Financial Consultants
Connecticut
$213K -$109K -92 -33%
SA
163
Strategic Advisors
New York
$209K +$1.19K +1 +0.6%
UIA
164
Ulland Investment Advisors
Minnesota
$184K +$188K +159 New
ASN
165
Advisory Services Network
Georgia
$171K +$174K +147 New
HCM
166
Hollencrest Capital Management
California
$162K +$166K +140 New
BC
167
Burleson & Co
California
$151K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$143K +$79.4K +67 +120%
BBHC
169
Brown Brothers Harriman & Co
New York
$122K
FCA
170
FinTrust Capital Advisors
South Carolina
$109K
IAS
171
IMA Advisory Services
Colorado
$98.6K
R
172
Rebalance
California
$91.6K +$93.7K +79 New
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$75.4K +$77.1K +65 New
PTC
174
Private Trust Company
Ohio
$72K
Barclays
175
Barclays
United Kingdom
$66.1K +$67.6K +57 New