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Bank of America Series L

206 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

195.8% more ownership

Funds ownership: 53.71%249.51% (+196%)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7% more funds holding

Funds holding: 192206 (+14)

8% less capital invested

Capital invested by funds: $2.2B → $2.02B (-$184M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
34
Increased
45
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Castle Wealth Management
Florida
$6K +$6.13K +5 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$5K
PSC
203
Piper Sandler & Co
Minnesota
$5K +$4.91K +4 New
GEA
204
Glen Eagle Advisors
New Jersey
$4.82K
ADL
205
Asset Dedication LLC
California
$4K
BCMLT
206
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
BCWM
207
Bartlett & Co Wealth Management
Ohio
$2.44K
PCG
208
Private Capital Group
Connecticut
$2K -$8.59K -7 -78%
BC
209
Bartlett & Co
Ohio
$2K
HNB
210
Huntington National Bank
Ohio
$2K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$24 +$3.68K +3 +18%
LOAME
212
Lombard Odier Asset Management (Europe)
United Kingdom
-$19.9M -15,178 Closed
OCM
213
Oaktree Capital Management
California
-$14.6M -11,114 Closed
KAM
214
Knightsbridge Asset Management
California
-$1.39M -1,060 Closed
Bank of New York Mellon
215
Bank of New York Mellon
New York
-$1.04M -795 Closed
SG
216
StoneX Group
New York
-$1.02M -763 Closed
GF
217
Gries Financial
Ohio
-$516K -393 Closed
TSS
218
Two Sigma Securities
New York
-$314K -239 Closed
WPC
219
Wedmont Private Capital
Pennsylvania
-$293K -224 Closed
FC
220
Fore Capital
New York
-$242K -184 Closed
DWM
221
Darwin Wealth Management
Florida
-$236K -180 Closed
BRWA
222
B. Riley Wealth Advisors
Florida
-$213K -163 Closed
CAN
223
Cetera Advisor Networks
California
-$206K -157 Closed
PIA
224
Powell Investment Advisors
Florida
-$206K -155 Closed
Wellington Management Group
225
Wellington Management Group
Massachusetts
-$203K -155 Closed