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Bank of America Series L

223 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

14.61% more ownership

Funds ownership: 336.19%350.8% (+15%)

3% more funds holding

Funds holding: 216223 (+7)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$58.3M)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
223
Holders Change
+7
Holders Change %
+3.24%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Focused Wealth Management
New York
$35.2K
Franklin Resources
202
Franklin Resources
California
$35.2K
Millennium Management
203
Millennium Management
New York
$31.4K +$31.6M +27,000 New
Bessemer Group
204
Bessemer Group
New Jersey
$29K
EWM
205
Endurance Wealth Management
Rhode Island
$29K
TPCW
206
TD Private Client Wealth
New York
$25.8K -$2.34K -2 -8%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$25.8K
JWA
208
JFS Wealth Advisors
Pennsylvania
$23.4K
GA
209
GoalVest Advisory
New York
$22.3K +$22.3K +19 New
DJSG
210
D.J. St. Germain
Massachusetts
$19.9K +$19.9K +17 New
CB
211
CNB Bank
Pennsylvania
$14.1K
MRCM
212
M&R Capital Management
New Jersey
$14.1K
MCM
213
Manchester Capital Management
Vermont
$11.7K
FSWA
214
Financial Synergies Wealth Advisors
Texas
$10.5K +$10.5K +9 New
LSA
215
Lansing Street Advisors
Pennsylvania
$7.46K
AFS
216
Annapolis Financial Services
Maryland
$5.86K +$5.86K +5 New
HNB
217
Huntington National Bank
Ohio
$5.86K -$3.52K -3 -38%
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$5.86K
GEA
219
Glen Eagle Advisors
New Jersey
$4.69K
CIAS
220
Capital Investment Advisory Services
North Carolina
$4.69K
NSIM
221
North Star Investment Management
Illinois
$4.69K
CT
222
Caldwell Trust
Florida
$4.68K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$2.38K
AF
224
Advisornet Financial
Minnesota
$2.34K
BCMLT
225
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K