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Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$249K +$15.5K +13 +7%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$244K +$5.96K +5 +3%
Cohen & Steers
178
Cohen & Steers
New York
$239K
NA
179
NewEdge Advisors
Louisiana
$239K -$21.4K -18 -8%
PCS
180
Personal CFO Solutions
New Jersey
$239K
SGK
181
Steigerwald Gordon & Koch
Virginia
$239K
AWS
182
Atria Wealth Solutions
New York
$233K
NAS
183
NWF Advisory Services
California
$220K +$219K +184 New
TW
184
Transform Wealth
Colorado
$218K
CIC
185
Carnegie Investment Counsel
Ohio
$218K
PWM
186
Perigon Wealth Management
California
$215K
1WA
187
180 Wealth Advisors
Washington
$214K +$213K +179 New
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K +$50K +42 +31%
RTC
189
Riverview Trust Company
Washington
$208K
KFS
190
Kaizen Financial Strategies
California
$208K +$3.58K +3 +2%
OAM
191
Oppenheimer Asset Management
New York
$207K -$119K -100 -37%
OWP
192
Obermeyer Wealth Partners
Colorado
$205K
RBC
193
Romano Brothers & Co
Illinois
$203K
WLPWM
194
Walled Lake Planning & Wealth Management
Illinois
$203K +$203K +170 New
IC
195
IEQ Capital
California
$202K +$201K +169 New
V
196
ValueWorks
New York
$201K
UIA
197
Ulland Investment Advisors
Minnesota
$192K -$82.2K -69 -30%
IA
198
IFP Advisors
Florida
$191K -$47.7K -40 -20%
HCM
199
Hollencrest Capital Management
California
$167K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$149K -$38.1K -32 -20%