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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$479K +$32K +26 +7%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$476K +$44.3K +36 +11%
P
153
&Partners
Tennessee
$474K +$191K +155 +72%
TSS
154
Two Sigma Securities
New York
$466K +$450K +366 New
CB
155
Cadence Bank
Mississippi
$446K
GT
156
Glenmede Trust
Pennsylvania
$446K
ISWM
157
Independent Solutions Wealth Management
New York
$420K -$107K -87 -21%
Comerica Bank
158
Comerica Bank
Texas
$418K -$4.92K -4 -1%
IC
159
IEQ Capital
California
$415K +$401K +326 New
ECG
160
Edge Capital Group
Georgia
$414K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$405K +$77.5K +63 +25%
DIM
162
DLK Investment Management
California
$405K
KFS
163
Kaizen Financial Strategies
California
$382K
ICM
164
Islay Capital Management
Texas
$382K
WW
165
Westshore Wealth
California
$382K +$62.7K +51 +20%
PI
166
PFG Investments
New York
$373K
OIA
167
OneDigital Investment Advisors
Kansas
$365K -$3.69K -3 -1%
RIL
168
Rothschild Investment LLC
Illinois
$355K
GCIA
169
Gabelli & Co Investment Advisers
New York
$350K
CF
170
Centaurus Financial
California
$347K +$1.23K +1 +0.4%
William Blair & Company
171
William Blair & Company
Illinois
$341K -$13.5K -11 -4%
PHS
172
Pekin Hardy Strauss
Illinois
$341K
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$337K +$51.7K +42 +19%
BC
174
Bowman & Company
Wisconsin
$334K +$3.69K +3 +1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$331K