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Bank of America Series L

150 hedge funds and large institutions have $2.22B invested in Bank of America Series L in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

14% more funds holding

Funds holding: 132150 (+18)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

2% less capital invested

Capital invested by funds: $2.27B → $2.22B (-$50.6M)

1.15% less ownership

Funds ownership: 101.17%100.02% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
3.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
29
Increased
37
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
JRM Investment Counsel
Nebraska
$8.84M +$1.27M +1,069 +17%
VSI
27
Verde Servicos Internacionais
Brazil
$8.78M +$8.73M +7,350 New
PI
28
Putnam Investments
Massachusetts
$7.62M -$809K -681 -10%
Millennium Management
29
Millennium Management
New York
$7.29M +$7.25M +6,100 New
NIMC
30
NWQ Investment Management Company
California
$6.44M -$15M -12,606 Closed
Goldman Sachs
31
Goldman Sachs
New York
$6.36M
MTIM
32
Marathon Trading Investment Management
Pennsylvania
$6.2M
Stifel Financial
33
Stifel Financial
Missouri
$6.08M +$213K +179 +4%
CRC
34
Curi RMB Capital
Illinois
$5.77M +$71.3K +60 +1%
AllianceBernstein
35
AllianceBernstein
Tennessee
$5.72M +$632K +532 +12%
Federated Hermes
36
Federated Hermes
Pennsylvania
$5.21M -$2.73M -2,300 -35%
RCM
37
RB Capital Management
Nevada
$4.82M +$459K +386 +11%
WAM
38
Wolverine Asset Management
Illinois
$4.62M -$1.48M -1,249 -24%
GC
39
Guggenheim Capital
Illinois
$4.26M -$83.2K -70 -2%
PWS
40
Peloton Wealth Strategists
Indiana
$4.22M +$339K +285 +9%
OCM
41
Oaktree Capital Management
California
$4.18M +$4.16M +3,500 New
KIA
42
KCM Investment Advisors
California
$3.9M +$695K +585 +22%
GF
43
Gabelli Funds
New York
$3.58M
EIA
44
Edgemoor Investment Advisors
Maryland
$3.47M -$30.9K -26 -0.9%
UBS Group
45
UBS Group
Switzerland
$3.41M +$40.4K +34 +1%
LPL Financial
46
LPL Financial
California
$3.1M +$130K +109 +4%
PCC
47
Park Circle Company
Maryland
$2.99M
Bank of America
48
Bank of America
North Carolina
$2.91M +$247K +208 +9%
CSM
49
CAMG Solamere Management
North Carolina
$2.87M
IRM
50
Income Research & Management
Massachusetts
$2.7M -$1.51M -1,273 -36%