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Bank of America Series L

223 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$315K -$261K -223 -45%
WW
152
Westshore Wealth
California
$311K +$39.9K +34 +15%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$304K -$7.03K -6 -2%
JIC
154
Joel Isaacson & Co
New York
$302K -$120K -102 -28%
BC
155
Bowman & Company
Wisconsin
$293K -$59.8K -51 -17%
PFS
156
Prospera Financial Services
Texas
$292K
EAM
157
Evanson Asset Management
California
$287K
WA
158
Wambolt & Associates
Colorado
$286K -$52.7K -45 -16%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$280K +$4.69K +4 +2%
VCWA
160
Vanguard Capital Wealth Advisors
Colorado
$275K
EM
161
Excalibur Management
Massachusetts
$273K
BFG
162
Berger Financial Group
Minnesota
$265K -$29.3K -25 -10%
PCM
163
Pennsylvania Capital Management
Pennsylvania
$258K
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$254K
NA
165
NewEdge Advisors
Louisiana
$253K
CAN
166
Cetera Advisor Networks
California
$250K +$251K +214 New
AMIM
167
Aull & Monroe Investment Management
Alabama
$246K
CPIG
168
Chicago Partners Investment Group
Illinois
$240K +$4.69K +4 +2%
PCS
169
Personal CFO Solutions
New Jersey
$240K
SGK
170
Steigerwald Gordon & Koch
Virginia
$234K
Cohen & Steers
171
Cohen & Steers
New York
$234K
OAM
172
Oppenheimer Asset Management
New York
$230K +$27K +23 +13%
N
173
Nuveen
North Carolina
$227K
KFS
174
Kaizen Financial Strategies
California
$226K +$3.52K +3 +2%
AAS
175
Ameritas Advisory Services
Nebraska
$219K -$445K -380 -67%