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

Bank of America Series L

216 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.46% more ownership

Funds ownership: 249.74%336.19% (+86%)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

1% more funds holding

Funds holding: 213216 (+3)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$67M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Evanson Asset Management
California
$286K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$274K -$28.8K -24 -9%
VCWA
153
Vanguard Capital Wealth Advisors
Colorado
$274K
EM
154
Excalibur Management
Massachusetts
$272K
WW
155
Westshore Wealth
California
$270K +$8.39K +7 +3%
PCM
156
Pennsylvania Capital Management
Pennsylvania
$257K
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$253K
FHB
158
First Hawaiian Bank
Hawaii
$253K
NA
159
NewEdge Advisors
Louisiana
$252K -$12K -10 -4%
AMIM
160
Aull & Monroe Investment Management
Alabama
$245K
PCS
161
Personal CFO Solutions
New Jersey
$239K +$6K +5 +3%
Cohen & Steers
162
Cohen & Steers
New York
$234K
CPIG
163
Chicago Partners Investment Group
Illinois
$234K
SGK
164
Steigerwald Gordon & Koch
Virginia
$234K
AC
165
AlphaCore Capital
California
$227K +$233K +194 New
N
166
Nuveen
North Carolina
$226K
KFS
167
Kaizen Financial Strategies
California
$223K +$2.4K +2 +1%
NFC
168
Northeast Financial Consultants
Connecticut
$215K
SA
169
Strategic Advisors
New York
$211K +$1.2K +1 +0.6%
OAM
170
Oppenheimer Asset Management
New York
$202K +$207K +173 New
OWP
171
Obermeyer Wealth Partners
Colorado
$201K +$206K +172 New
UIA
172
Ulland Investment Advisors
Minnesota
$186K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$180K +$168K +140 +1,000%
HCM
174
Hollencrest Capital Management
California
$163K
BBHC
175
Brown Brothers Harriman & Co
New York
$123K