We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.05B (-$101M)

3% less funds holding

Funds holding: 223217 (-6)

13.89% less ownership

Funds ownership: 350.8%336.91% (-14%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
55
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$27.8K -$6.96K -6 -19%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$24.5K
JWA
203
JFS Wealth Advisors
Pennsylvania
$22.2K
GA
204
GoalVest Advisory
New York
$21.1K
DJSG
205
D.J. St. Germain
Massachusetts
$18.9K
CCC
206
Chelsea Counsel Company
California
$17K -$46.4K -40 -73%
CB
207
CNB Bank
Pennsylvania
$13.3K
MRCM
208
M&R Capital Management
New Jersey
$13.3K
MCM
209
Manchester Capital Management
Vermont
$11.1K
MFA
210
McClarren Financial Advisors
Pennsylvania
$11K +$11.6K +10 New
FSWA
211
Financial Synergies Wealth Advisors
Texas
$10K
TPCW
212
TD Private Client Wealth
New York
$7.79K -$17.4K -15 -68%
FM
213
Family Management
New York
$6.67K +$6.96K +6 New
HNB
214
Huntington National Bank
Ohio
$5.55K
CIAS
215
Capital Investment Advisory Services
North Carolina
$4.45K
GEA
216
Glen Eagle Advisors
New Jersey
$4.45K
NSIM
217
North Star Investment Management
Illinois
$4.45K
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.26K
BC
220
Bartlett & Co
Ohio
$2K
TSWM
221
Tyler-Stone Wealth Management
Ohio
$2K +$2.32K +2 New
GRP
222
Global Retirement Partners
California
$1.07K +$1.16K +1 New
Millennium Management
223
Millennium Management
New York
-$31.4K -27,000 Closed
ACM
224
Advisors Capital Management
New Jersey
-$4.52M -3,854 Closed
MA
225
Menlo Advisors
California
-$1.85M -1,577 Closed