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Bank of America Series L

258 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Westshore Wealth
California
$298K
EAM
177
Evanson Asset Management
California
$293K
OAM
178
Oppenheimer Asset Management
New York
$292K +$83.6K +71 +41%
VCWA
179
Vanguard Capital Wealth Advisors
Colorado
$281K
PAG
180
Private Advisor Group
New Jersey
$276K +$272K +231 New
GF
181
Gries Financial
Ohio
$272K
IA
182
IFG Advisory
Georgia
$271K +$266K +226 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$56.5K +48 +27%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$267K -$24.7K -21 -9%
PCM
185
Pennsylvania Capital Management
Pennsylvania
$263K
AC
186
AlphaCore Capital
California
$262K -$35.3K -30 -12%
P
187
&Partners
Tennessee
$258K +$254K +216 New
EM
188
Excalibur Management
Massachusetts
$257K -$3.53K -3 -1%
CAI
189
Capital Advisors Inc
Oklahoma
$257K +$253K +215 New
CGA
190
Crescent Grove Advisors
Illinois
$254K
AMIM
191
Aull & Monroe Investment Management
Alabama
$251K
NA
192
NewEdge Advisors
Louisiana
$240K +$1.18K +1 +0.5%
1WA
193
180 Wealth Advisors
Washington
$240K +$23.5K +20 +11%
PCS
194
Personal CFO Solutions
New Jersey
$239K
SGK
195
Steigerwald Gordon & Koch
Virginia
$239K
Cohen & Steers
196
Cohen & Steers
New York
$239K
CWP
197
Cyndeo Wealth Partners
Florida
$237K +$233K +198 New
AWS
198
Atria Wealth Solutions
New York
$233K
SWA
199
Stratos Wealth Advisors
Ohio
$231K +$227K +193 New
BFG
200
Berger Financial Group
Minnesota
$231K -$35.3K -30 -13%