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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$389K +$3.58K +3 +0.9%
ECG
152
Edge Capital Group
Georgia
$387K
Comerica Bank
153
Comerica Bank
Texas
$383K -$242K -203 -39%
PI
154
PFG Investments
New York
$350K +$349K +293 New
OIA
155
OneDigital Investment Advisors
Kansas
$343K
RIL
156
Rothschild Investment LLC
Illinois
$333K
GCIA
157
Gabelli & Co Investment Advisers
New York
$328K
CF
158
Centaurus Financial
California
$324K
William Blair & Company
159
William Blair & Company
Illinois
$320K -$35.7K -30 -10%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$309K
BC
161
Bowman & Company
Wisconsin
$308K
AC
162
AlphaCore Capital
California
$301K -$4.77K -4 -2%
EH
163
Equitable Holdings
New York
$301K +$11.9K +10 +4%
WW
164
Westshore Wealth
California
$297K
EAM
165
Evanson Asset Management
California
$292K
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$290K +$291K +244 New
PWSG
167
Pacific Wealth Strategies Group
California
$288K +$287K +241 New
VCWA
168
Vanguard Capital Wealth Advisors
Colorado
$281K
GF
169
Gries Financial
Ohio
$271K -$166K -139 -38%
BFG
170
Berger Financial Group
Minnesota
$266K
PCM
171
Pennsylvania Capital Management
Pennsylvania
$263K
EM
172
Excalibur Management
Massachusetts
$260K -$1.19K -1 -0.5%
CGA
173
Crescent Grove Advisors
Illinois
$257K
KAM
174
Knightsbridge Asset Management
California
$251K
AMIM
175
Aull & Monroe Investment Management
Alabama
$251K