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Bank of America Series L

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$243M)

8% more funds holding

Funds holding: 217235 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

24.13% less ownership

Funds ownership: 336.91%312.78% (-24%)

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$389K -$21.2K -19 -6%
William Blair & Company
152
William Blair & Company
Illinois
$359K -$11.2K -10 -3%
FHB
153
First Hawaiian Bank
Hawaii
$353K +$4.47K +4 +1%
GSC
154
Ground Swell Capital
South Carolina
$351K +$325K +291 New
OIA
155
OneDigital Investment Advisors
Kansas
$346K
RIL
156
Rothschild Investment LLC
Illinois
$336K +$312K +279 New
GCIA
157
Gabelli & Co Investment Advisers
New York
$331K
OAM
158
Oppenheimer Asset Management
New York
$329K +$42.4K +38 +16%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$329K -$188K -168 -38%
CF
160
Centaurus Financial
California
$326K +$1.12K +1 +0.4%
PAG
161
Private Advisor Group
New Jersey
$315K -$26.8K -24 -8%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$312K
AC
163
AlphaCore Capital
California
$309K +$105K +94 +59%
BC
164
Bowman & Company
Wisconsin
$307K -$281K -252 Closed
WW
165
Westshore Wealth
California
$300K -$5.58K -5 -2%
EAM
166
Evanson Asset Management
California
$295K
EH
167
Equitable Holdings
New York
$291K -$13.4K -12 -5%
VCWA
168
Vanguard Capital Wealth Advisors
Colorado
$283K
UIA
169
Ulland Investment Advisors
Minnesota
$278K -$45.8K -41 -15%
BFG
170
Berger Financial Group
Minnesota
$269K -$3.35K -3 -1%
EM
171
Excalibur Management
Massachusetts
$268K -$15.6K -14 -6%
PCM
172
Pennsylvania Capital Management
Pennsylvania
$265K
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$263K +$243K +218 New
Chevy Chase Trust
174
Chevy Chase Trust
Maryland
$262K
CGA
175
Crescent Grove Advisors
Illinois
$259K +$237K +212 New