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

Bank of America Series L

17 hedge funds and large institutions have $58M invested in Bank of America Series L in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

20% more capital invested

Capital invested by funds: $48.3M → $58M (+$9.73M)

0.21% more ownership

Funds ownership: 1.12%1.33% (+0.21%)

0% more funds holding

Funds holding: 1717 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Artemis Wealth Advisors
New York
$20.3M -$90.7K -64 -0.4%
OA
2
Oxbow Advisors
Texas
$15M +$4.18M +2,947 +38%
MA
3
Menlo Advisors
California
$4.72M +$1.67M +1,178 +55%
FCMC
4
Founders Capital Management (Connecticut)
Connecticut
$4.68M -$487K -344 -9%
UIC
5
Uniplan Investment Counsel
Wisconsin
$4.31M +$4.31M +3,042 New
LA
6
LexAurum Advisors
Kansas
$3.07M +$273K +193 +10%
WPP
7
Whalerock Point Partners
Rhode Island
$1.99M +$1.99M +1,407 New
KAM
8
Knightsbridge Asset Management
California
$1.8M +$167K +118 +10%
IA
9
IFP Advisors
Florida
$1.63M +$77.9K +55 +5%
VCWA
10
Vanguard Capital Wealth Advisors
Colorado
$332K
HNB
11
Huntington National Bank
Ohio
$76K +$73.7K +52 +2,600%
PH
12
Pinnacle Holdings
Oklahoma
$41.1K
ONST
13
Old North State Trust
North Carolina
$14K
CCM
14
Cribstone Capital Management
Maine
$13K
TPCW
15
TD Private Client Wealth
New York
$12.7K +$12.8K +9 New
GEA
16
Glen Eagle Advisors
New Jersey
$5.66K
PCG
17
Private Capital Group
Connecticut
$4K +$4.25K +3 New
RA
18
Rational Advisors
New York
-$1.97M -1,408 Closed
RMDI
19
R.M. Davis Inc
Maine
-$433K -310 Closed
BOM
20
Bank of Marin
California
-$322K -230 Closed
V
21
ValueWorks
New York
-$280K -201 Closed