We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
176
Gries Financial
Ohio
$277K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K
PCM
178
Pennsylvania Capital Management
Pennsylvania
$268K
OAM
179
Oppenheimer Asset Management
New York
$265K -$23.6K -19 -8%
CGA
180
Crescent Grove Advisors
Illinois
$262K
EM
181
Excalibur Management
Massachusetts
$260K
AMIM
182
Aull & Monroe Investment Management
Alabama
$256K
Cohen & Steers
183
Cohen & Steers
New York
$244K
SGK
184
Steigerwald Gordon & Koch
Virginia
$244K
1WA
185
180 Wealth Advisors
Washington
$240K -$1.25K -1 -0.5%
SWA
186
Stratos Wealth Advisors
Ohio
$238K +$1.25K +1 +0.5%
AWS
187
Atria Wealth Solutions
New York
$238K
Lido Advisors
188
Lido Advisors
California
$231K
TWM
189
Topsail Wealth Management
North Carolina
$230K +$235K +189 New
NCM
190
Northside Capital Management
Oregon
$226K
BTC
191
Bank & Trust Company
Illinois
$224K -$8.71K -7 -4%
IA
192
IFP Advisors
Florida
$224K
TW
193
Transform Wealth
Colorado
$223K
PFS
194
Prospera Financial Services
Texas
$221K
PWM
195
Perigon Wealth Management
California
$218K -$1.25K -1 -0.6%
BFG
196
Berger Financial Group
Minnesota
$217K -$18.7K -15 -8%
RTC
197
Riverview Trust Company
Washington
$212K
LFAS
198
Level Four Advisory Services
Texas
$210K -$1.25K -1 -0.6%
OWP
199
Obermeyer Wealth Partners
Colorado
$210K
RBC
200
Romano Brothers & Co
Illinois
$207K