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

Bank of America Series L

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

4% less capital invested

Capital invested by funds: $2.35B → $2.26B (-$86.3M)

1.67% less ownership

Funds ownership: 250.61%248.94% (-1.7%)

2% less funds holding

Funds holding: 263258 (-5)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
258
Holders Change
-5
Holders Change %
-1.9%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$207K
AC
202
AlphaCore Capital
California
$205K -$66K -53 -24%
V
203
ValueWorks
New York
$205K
EFS
204
Essex Financial Services
Connecticut
$201K
HCM
205
Hollencrest Capital Management
California
$171K
WSFS
206
Wilmington Savings Fund Society
Delaware
$141K +$62.2K +50 +76%
EWA
207
EP Wealth Advisors
California
$139K
BBHC
208
Brown Brothers Harriman & Co
New York
$128K
AF
209
Allworth Financial
California
$114K
FFA
210
Founders Financial Alliance
North Carolina
$113K +$31.1K +25 +37%
PTC
211
Private Trust Company
Ohio
$112K
MCM
212
MAI Capital Management
Ohio
$106K +$108K +87 New
SPIA
213
Steward Partners Investment Advisory
New York
$105K +$78.4K +63 +274%
WT
214
Whittier Trust
California
$97.5K +$62.2K +50 +167%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$90.2K -$19.9K -16 -18%
CA
216
CoreCap Advisors
Michigan
$89K +$21.2K +17 +30%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$85.3K +$4.98K +4 +6%
BTI
218
Blue Trust Inc
Georgia
$76.8K +$41.1K +33 +110%
LDB
219
Lee, Danner & Bass
Tennessee
$71.9K +$73.4K +59 New
PS
220
Principal Securities
Iowa
$64.6K
SA
221
SRH Advisors
Kansas
$61K
CT
222
Colonial Trust
South Carolina
$56.1K +$57.3K +46 New
UIA
223
Ulland Investment Advisors
Minnesota
$55K -$61K -49 -52%
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$54.9K
LCM
225
Logan Capital Management
Pennsylvania
$52.8K