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

Bank of America Series L

243 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 235243 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$105M)

1.11% less ownership

Funds ownership: 312.78%311.67% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
63
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$133K
BBHC
202
Brown Brothers Harriman & Co
New York
$125K
FCA
203
FinTrust Capital Advisors
South Carolina
$112K
AF
204
Allworth Financial
California
$111K +$59.6K +50 +116%
PTC
205
Private Trust Company
Ohio
$110K +$35.7K +30 +48%
LF
206
LifeSteps Financial
California
$108K +$107K +90 New
PS
207
Principal Securities
Iowa
$69.2K +$5.96K +5 +9%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$66.8K -$5.96K -5 -8%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$61K
SA
210
SRH Advisors
Kansas
$59.7K
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.7K
ANBT
212
American National Bank & Trust
Texas
$53.7K
LCM
213
Logan Capital Management
Pennsylvania
$52.5K
PA
214
Parallel Advisors
California
$51.3K
FFA
215
Farther Finance Advisors
California
$49K
TCOV
216
Trust Company of Vermont
Vermont
$47.8K +$47.7K +40 New
FCAS
217
First Command Advisory Services
Texas
$41.7K +$41.7K +35 New
CTA
218
Colonial Trust Advisors
South Carolina
$40.6K +$40.5K +34 New
BFPW
219
BOK Financial Private Wealth
Colorado
$36.4K
WT
220
Whittier Trust
California
$35.8K +$35.7K +30 New
HNB
221
Huntington National Bank
Ohio
$29.8K -$2.38K -2 -7%
NS
222
NBC Securities
Alabama
$28K -$17.9K -15 -38%
SPIA
223
Steward Partners Investment Advisory
New York
$27.5K
Jones Financial Companies
224
Jones Financial Companies
Missouri
$26.3K
VIA
225
Virtus Investment Advisers
Connecticut
$26.3K