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Bank of America Series L

206 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195.8% more ownership

Funds ownership: 53.71%249.51% (+196%)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 192206 (+14)

8% less capital invested

Capital invested by funds: $2.2B → $2.02B (-$184M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
34
Increased
45
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
176
Logan Capital Management
Pennsylvania
$53K
AF
177
Allworth Financial
California
$52K
FF
178
FourThought Financial
Florida
$45K
FWM
179
Focused Wealth Management
New York
$36K
Franklin Resources
180
Franklin Resources
California
$36K
PH
181
Pinnacle Holdings
Oklahoma
$34.9K
SSC
182
Syverson Strege & Co
Iowa
$33K +$33.1K +27 New
Bessemer Group
183
Bessemer Group
New Jersey
$30K -$61.3K -50 -67%
JWA
184
JFS Wealth Advisors
Pennsylvania
$24K
VRM
185
Vectors Research Management
New York
$24K
TPCW
186
TD Private Client Wealth
New York
$18.1K -$6.13K -5 -25%
VVP
187
Venture Visionary Partners
Ohio
$18.1K +$18.4K +15 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$18K
CCM
189
Covington Capital Management
California
$14K
CB
190
CNB Bank
Pennsylvania
$14K +$14.7K +12 New
COCM
191
Charter Oak Capital Management
New Hampshire
$12K
MCM
192
Manchester Capital Management
Vermont
$12K
NFSG
193
Newbridge Financial Services Group
Florida
$12K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.3K +10 New
CCM
195
Cribstone Capital Management
Maine
$11K
CT
196
Caldwell Trust
Florida
$9.63K
GWM
197
Geneos Wealth Management
Colorado
$9K
MAM
198
Meeder Asset Management
Ohio
$9K
WT
199
Whittier Trust
California
$8K -$15.9K -13 -65%
FM
200
Family Management
New York
$7K