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Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$35K
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$35K +$37K +30 New
PH
178
Pinnacle Holdings
Oklahoma
$34K
Bessemer Group
179
Bessemer Group
New Jersey
$29K
JWA
180
JFS Wealth Advisors
Pennsylvania
$23K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$17K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$16K +$4.93K +4 +40%
CB
183
CNB Bank
Pennsylvania
$14K
CCM
184
Covington Capital Management
California
$14K
MCM
185
Manchester Capital Management
Vermont
$12K
NFSG
186
Newbridge Financial Services Group
Florida
$12K
CCM
187
Cribstone Capital Management
Maine
$11K
CT
188
Caldwell Trust
Florida
$9.38K
MAM
189
Meeder Asset Management
Ohio
$9K
WT
190
Whittier Trust
California
$8K
FM
191
Family Management
New York
$7K
CWM
192
Castle Wealth Management
Florida
$6K
WCAMG
193
Woodard & Company Asset Management Group
North Carolina
$6K +$6.17K +5 New
CIAS
194
Capital Investment Advisory Services
North Carolina
$5K
GEA
195
Glen Eagle Advisors
New Jersey
$4.69K
ADL
196
Asset Dedication LLC
California
$4K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$2.38K
BC
198
Bartlett & Co
Ohio
$2K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
HNB
200
Huntington National Bank
Ohio
$2K