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Bank of America Series L

257 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BTC
201
Bank & Trust Company
Illinois
$228K 191 +191 New
Jane Street
202
Jane Street
New York
$222K 186 -1,847 -91%
TW
203
Transform Wealth
Colorado
$215K 180
PWM
204
Perigon Wealth Management
California
$215K 180
RTC
205
Riverview Trust Company
Washington
$208K 174
OWP
206
Obermeyer Wealth Partners
Colorado
$206K 172
WLPWM
207
Walled Lake Planning & Wealth Management
Illinois
$203K 170
RBC
208
Romano Brothers & Co
Illinois
$203K 170
V
209
ValueWorks
New York
$201K 168
HCM
210
Hollencrest Capital Management
California
$167K 140
EWA
211
EP Wealth Advisors
California
$136K 114 +3 +3%
BBHC
212
Brown Brothers Harriman & Co
New York
$126K 105
AF
213
Allworth Financial
California
$113K 93
FCA
214
FinTrust Capital Advisors
South Carolina
$112K 94
UIA
215
Ulland Investment Advisors
Minnesota
$112K 94 -67 -42%
PTC
216
Private Trust Company
Ohio
$110K 92
WCAMG
217
Woodard & Company Asset Management Group
North Carolina
$94.5K 79 +79 New
Barclays
218
Barclays
United Kingdom
$81K 68 -432 -86%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$67K 56
PS
220
Principal Securities
Iowa
$63.4K 53 -5 -9%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$60.9K 52
SA
222
SRH Advisors
Kansas
$59.8K 50
LWANC
223
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.8K 45
LCM
224
Logan Capital Management
Pennsylvania
$52.7K 44
PA
225
Parallel Advisors
California
$51.4K 43