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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
151
Inscription Capital
Texas
$457K -$75.3K -64 -14%
Creative Planning
152
Creative Planning
Kansas
$423K +$35.3K +30 +9%
GT
153
Glenmede Trust
Pennsylvania
$419K
EH
154
Equitable Holdings
New York
$419K +$115K +98 +39%
CB
155
Cadence Bank
Mississippi
$419K +$412K +350 New
GGS
156
Galvin Gaustad & Stein
Arizona
$407K -$8.24K -7 -2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$404K -$43.6K -37 -10%
Comerica Bank
158
Comerica Bank
Texas
$397K +$12.9K +11 +3%
ECG
159
Edge Capital Group
Georgia
$389K
DIM
160
DLK Investment Management
California
$380K +$374K +318 New
IA
161
IFG Advisors
Missouri
$377K +$371K +315 New
KFS
162
Kaizen Financial Strategies
California
$362K +$148K +126 +72%
PWSG
163
Pacific Wealth Strategies Group
California
$360K +$70.6K +60 +25%
ICM
164
Islay Capital Management
Texas
$359K -$118K -100 -25%
PI
165
PFG Investments
New York
$350K
OIA
166
OneDigital Investment Advisors
Kansas
$347K +$3.53K +3 +1%
IA
167
IFP Advisors
Florida
$340K +$146K +124 +78%
RIL
168
Rothschild Investment LLC
Illinois
$334K
William Blair & Company
169
William Blair & Company
Illinois
$334K +$12.9K +11 +4%
GCIA
170
Gabelli & Co Investment Advisers
New York
$329K
CF
171
Centaurus Financial
California
$325K +$1.18K +1 +0.4%
PHS
172
Pekin Hardy Strauss
Illinois
$321K -$187K -159 -37%
BC
173
Bowman & Company
Wisconsin
$311K +$306K +260 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$311K +$1.18K +1 +0.4%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$301K +$148K +126 +101%