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Bank of America Series L

258 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.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

6% more funds holding

Funds holding: 243258 (+15)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$38.3M)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18.93% less ownership

Funds ownership: 311.67%292.74% (-19%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
28
Increased
72
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
201
Bank & Trust Company
Illinois
$228K +$225K +191 New
Jane Street
202
Jane Street
New York
$222K -$2.17M -1,847 -91%
NAS
203
NWF Advisory Services
California
$220K
PWM
204
Perigon Wealth Management
California
$215K
TW
205
Transform Wealth
Colorado
$215K
RTC
206
Riverview Trust Company
Washington
$208K
OWP
207
Obermeyer Wealth Partners
Colorado
$206K
RBC
208
Romano Brothers & Co
Illinois
$203K
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$203K
V
210
ValueWorks
New York
$201K
HCM
211
Hollencrest Capital Management
California
$167K
EWA
212
EP Wealth Advisors
California
$136K +$3.53K +3 +3%
BBHC
213
Brown Brothers Harriman & Co
New York
$126K
AF
214
Allworth Financial
California
$113K
FCA
215
FinTrust Capital Advisors
South Carolina
$112K
UIA
216
Ulland Investment Advisors
Minnesota
$112K -$78.9K -67 -42%
PTC
217
Private Trust Company
Ohio
$110K
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$94.5K +$93K +79 New
Barclays
219
Barclays
United Kingdom
$81.3K -$509K -432 -86%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$67K
PS
221
Principal Securities
Iowa
$63.4K -$5.89K -5 -9%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$60.9K
SA
223
SRH Advisors
Kansas
$59.8K
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.8K
LCM
225
Logan Capital Management
Pennsylvania
$52.7K