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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$317K -$430K -350 -58%
PAG
177
Private Advisor Group
New Jersey
$316K +$20.9K +17 +7%
EAM
178
Evanson Asset Management
California
$312K
OAM
179
Oppenheimer Asset Management
New York
$300K -$9.84K -8 -3%
VCWA
180
Vanguard Capital Wealth Advisors
Colorado
$299K
GF
181
Gries Financial
Ohio
$289K
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K
PCM
183
Pennsylvania Capital Management
Pennsylvania
$280K
AC
184
AlphaCore Capital
California
$278K
EM
185
Excalibur Management
Massachusetts
$271K -$2.46K -2 -0.9%
CGA
186
Crescent Grove Advisors
Illinois
$270K
AMIM
187
Aull & Monroe Investment Management
Alabama
$267K
GSC
188
Ground Swell Capital
South Carolina
$256K +$247K +201 New
Cohen & Steers
189
Cohen & Steers
New York
$255K
PCS
190
Personal CFO Solutions
New Jersey
$255K
SGK
191
Steigerwald Gordon & Koch
Virginia
$255K
1WA
192
180 Wealth Advisors
Washington
$252K -$1.23K -1 -0.5%
AWS
193
Atria Wealth Solutions
New York
$248K
SWA
194
Stratos Wealth Advisors
Ohio
$247K +$1.23K +1 +0.5%
BFG
195
Berger Financial Group
Minnesota
$246K
BTC
196
Bank & Trust Company
Illinois
$243K
NA
197
NewEdge Advisors
Louisiana
$241K -$14.8K -12 -6%
Lido Advisors
198
Lido Advisors
California
$238K +$230K +187 New
NCM
199
Northside Capital Management
Oregon
$236K +$228K +185 New
NAS
200
NWF Advisory Services
California
$234K