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Bank of America Series L

196 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1% more capital invested

Capital invested by funds: $2.02B → $2.05B (+$27.3M)

5% less funds holding

Funds holding: 206196 (-10)

19.18% less ownership

Funds ownership: 249.51%230.33% (-19%)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$2K +$2.47K +2 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$24
Allianz Asset Management
203
Allianz Asset Management
Germany
-$246M -204,440 Closed
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
-$4.71M -3,872 Closed
KIA
205
KCM Investment Advisors
California
-$1.8M -1,497 Closed
CBB
206
Citizens Business Bank
California
-$1.32M -1,100 Closed
NCM
207
Novare Capital Management
North Carolina
-$808K -671 Closed
AAS
208
Ameritas Advisory Services
Nebraska
-$705K -585 Closed
CAC
209
Certified Advisory Corp
Florida
-$673K -559 Closed
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
-$220K -183 Closed
LWM
211
Laidlaw Wealth Management
New York
-$207K -172 Closed
CA
212
Clearstead Advisors
Ohio
-$120K -100 Closed
FWP
213
FAS Wealth Partners
Kansas
-$84K -70 Closed
FF
214
FourThought Financial
Florida
-$45K -37 Closed
SSC
215
Syverson Strege & Co
Iowa
-$33K -27 Closed
VRM
216
Vectors Research Management
New York
-$24K -20 Closed
VVP
217
Venture Visionary Partners
Ohio
-$18.1K -15 Closed
COCM
218
Charter Oak Capital Management
New Hampshire
-$12K -10 Closed
GWM
219
Geneos Wealth Management
Colorado
-$9K -8 Closed
PSC
220
Piper Sandler & Co
Minnesota
-$5K -4 Closed