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Bank of America Series L

213 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

19.4% more ownership

Funds ownership: 230.33%249.74% (+19%)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

9% more funds holding

Funds holding: 196213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$21.6M)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$17K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$16K
CFB
203
Cullen/Frost Bankers
Texas
$13.9K -$41.5K -35 -74%
CB
204
CNB Bank
Pennsylvania
$13.9K
MCM
205
Manchester Capital Management
Vermont
$11.6K
NFSG
206
Newbridge Financial Services Group
Florida
$11.6K
CCM
207
Cribstone Capital Management
Maine
$10.4K
CT
208
Caldwell Trust
Florida
$9.34K
WT
209
Whittier Trust
California
$8.12K
FM
210
Family Management
New York
$6.96K
WCAMG
211
Woodard & Company Asset Management Group
North Carolina
$5.8K
HNB
212
Huntington National Bank
Ohio
$5.8K +$3.56K +3 +150%
CIAS
213
Capital Investment Advisory Services
North Carolina
$4.64K
GEA
214
Glen Eagle Advisors
New Jersey
$4.64K
FFA
215
Farther Finance Advisors
California
$3.48K +$3.56K +3 New
USCWA
216
U.S. Capital Wealth Advisors
Texas
$3.48K +$3.56K +3 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$2.36K
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.32K
BC
219
Bartlett & Co
Ohio
$2K
RIA
220
Realta Investment Advisors
Delaware
$1.16K +$1.19K +1 New
CW
221
Connectus Wealth
Ohio
-$22.7M -19,320 Closed
SWM
222
Sugarloaf Wealth Management
Georgia
-$1.44M -1,227 Closed
KWA
223
KCS Wealth Advisory
California
-$1M -856 Closed
Citadel Advisors
224
Citadel Advisors
Florida
-$662K -564 Closed
HWM
225
Hohimer Wealth Management
Washington
-$484K -413 Closed