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Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.05B (-$101M)

3% less funds holding

Funds holding: 223217 (-6)

13.89% less ownership

Funds ownership: 350.8%336.91% (-14%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
55
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$200K
RTC
177
Riverview Trust Company
Washington
$194K +$202K +174 New
AC
178
AlphaCore Capital
California
$180K -$20.9K -18 -10%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$180K +$74.3K +64 +65%
HCM
180
Hollencrest Capital Management
California
$156K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$144K
EWA
182
EP Wealth Advisors
California
$123K +$129K +111 New
BBHC
183
Brown Brothers Harriman & Co
New York
$117K
FCA
184
FinTrust Capital Advisors
South Carolina
$105K
IAS
185
IMA Advisory Services
Colorado
$94.5K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$78K -$40.6K -35 -33%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.7K
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$72.3K
PTC
189
Private Trust Company
Ohio
$69K
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$56.7K
SA
191
SRH Advisors
Kansas
$55.6K
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K
LCM
193
Logan Capital Management
Pennsylvania
$48.8K
AF
194
Allworth Financial
California
$47.8K
PA
195
Parallel Advisors
California
$47.8K -$29K -25 -37%
ANBT
196
American National Bank & Trust
Texas
$44.5K
NS
197
NBC Securities
Alabama
$43K +$45.3K +39 New
FWM
198
Focused Wealth Management
New York
$33.4K
Franklin Resources
199
Franklin Resources
California
$33.4K
Bessemer Group
200
Bessemer Group
New Jersey
$28K