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Bank of America Series L

192 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 201192 (-9)

5% less capital invested

Capital invested by funds: $2.32B → $2.2B (-$118M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

2,033.02% less ownership

Funds ownership: 2,086.72%53.71% (-2,033%)

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
45
Reduced
54
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$23K +$23.1K +17 New
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$19K +$10.8K +8 +114%
CCM
178
Covington Capital Management
California
$16K
AAP
179
Arax Advisory Partners
Colorado
$13K
COCM
180
Charter Oak Capital Management
New Hampshire
$13K
MCM
181
Manchester Capital Management
Vermont
$13K
NFSG
182
Newbridge Financial Services Group
Florida
$13K
CCM
183
Cribstone Capital Management
Maine
$12K
PCG
184
Private Capital Group
Connecticut
$12K +$12.2K +9 New
CT
185
Caldwell Trust
Florida
$10.5K
MAM
186
Meeder Asset Management
Ohio
$10K
GWM
187
Geneos Wealth Management
Colorado
$10K +$10.8K +8 New
FM
188
Family Management
New York
$8K
GEA
189
Glen Eagle Advisors
New Jersey
$5.25K
CIAS
190
Capital Investment Advisory Services
North Carolina
$5K
ADL
191
Asset Dedication LLC
California
$4K
Macquarie Group
192
Macquarie Group
Australia
$3.96K +$807K +595 +25%
HNB
193
Huntington National Bank
Ohio
$3K -$70.5K -52 -96%
BC
194
Bartlett & Co
Ohio
$3K
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$2.71K +2 New
C
196
Covestor
United Kingdom
$3K +$2.71K +2 New
Verition Fund Management
197
Verition Fund Management
Connecticut
-$79M -54,515,000 Closed
Russell Investments Group
198
Russell Investments Group
United Kingdom
-$11.9M -8,245,000 Closed
P8IP
199
Pier 88 Investment Partners
California
-$21.1M -14,630 Closed
FI
200
Fosun International
China
-$5.43M -3,712 Closed