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Bank of America Series L

263 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$121M)

2% more funds holding

Funds holding: 258263 (+5)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

42.14% less ownership

Funds ownership: 292.74%250.61% (-42%)

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$234K -$123K -100 -35%
PFS
202
Prospera Financial Services
Texas
$230K +$223K +181 New
TW
203
Transform Wealth
Colorado
$229K
PWM
204
Perigon Wealth Management
California
$227K -$2.46K -2 -1%
RTC
205
Riverview Trust Company
Washington
$222K
Citadel Advisors
206
Citadel Advisors
Florida
$222K +$214K +174 New
OWP
207
Obermeyer Wealth Partners
Colorado
$219K
RBC
208
Romano Brothers & Co
Illinois
$216K
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$216K
V
210
ValueWorks
New York
$214K
LFAS
211
Level Four Advisory Services
Texas
$214K -$294K -239 -58%
EFS
212
Essex Financial Services
Connecticut
$208K +$203K +165 New
SCM
213
Sage Capital Management
New Jersey
$204K +$197K +160 New
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$202K
HCM
215
Hollencrest Capital Management
California
$178K
EWA
216
EP Wealth Advisors
California
$145K
BBHC
217
Brown Brothers Harriman & Co
New York
$134K
UIA
218
Ulland Investment Advisors
Minnesota
$120K
FCA
219
FinTrust Capital Advisors
South Carolina
$120K
AF
220
Allworth Financial
California
$118K
PTC
221
Private Trust Company
Ohio
$117K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$116K +$86.1K +70 +350%
FFA
223
Farther Finance Advisors
California
$109K +$55.3K +45 +110%
FFA
224
Founders Financial Alliance
North Carolina
$85.3K +$73.8K +60 +857%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$84K +$12.3K +10 +18%