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Bank of America Series L

216 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.46% more ownership

Funds ownership: 249.74%336.19% (+86%)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

1% more funds holding

Funds holding: 213216 (+3)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$67M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$25.7K
JWA
202
JFS Wealth Advisors
Pennsylvania
$23.4K
CB
203
CNB Bank
Pennsylvania
$14K
MRCM
204
M&R Capital Management
New Jersey
$14K +$14.4K +12 New
CFB
205
Cullen/Frost Bankers
Texas
$14K
MCM
206
Manchester Capital Management
Vermont
$11.7K
HNB
207
Huntington National Bank
Ohio
$9.34K +$3.6K +3 +60%
WT
208
Whittier Trust
California
$8.17K
LSA
209
Lansing Street Advisors
Pennsylvania
$7.32K +$7.19K +6 New
FM
210
Family Management
New York
$7.01K
WCAMG
211
Woodard & Company Asset Management Group
North Carolina
$5.84K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$5.76K +$6K +5 New
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$5.2K -$2.1M -1,755 -28%
CIAS
214
Capital Investment Advisory Services
North Carolina
$4.67K
GEA
215
Glen Eagle Advisors
New Jersey
$4.67K
NSIM
216
North Star Investment Management
Illinois
$4.67K +$4.8K +4 New
CT
217
Caldwell Trust
Florida
$4.64K -$4.8K -4 -50%
FFA
218
Farther Finance Advisors
California
$3.5K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.37K
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K
AF
221
Advisornet Financial
Minnesota
$2.34K +$2.4K +2 New
SSC
222
Syverson Strege & Co
Iowa
$2.34K +$2.4K +2 New
BC
223
Bartlett & Co
Ohio
$2K
Amundi
224
Amundi
France
-$12.1M -9,978 Closed
AIP
225
Ameritas Investment Partners
Nebraska
-$3M -2,589 Closed