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Bank of America Series L

155 hedge funds and large institutions have $2.45B invested in Bank of America Series L in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $2.32B → $2.45B (+$130M)

2% more funds holding

Funds holding: 152155 (+3)

0.28% more ownership

Funds ownership: 99.55%99.82% (+0.28%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
14
Increased
44
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Putnam Investments
Massachusetts
$10.8M +$96.5K +74 +0.9%
OCM
27
Oaktree Capital Management
California
$7.81M
JIC
28
JRM Investment Counsel
Nebraska
$7.4M -$845K -648 -10%
AllianceBernstein
29
AllianceBernstein
Tennessee
$7.18M +$913K +700 +15%
Stifel Financial
30
Stifel Financial
Missouri
$6.78M +$48.2K +37 +0.7%
Goldman Sachs
31
Goldman Sachs
New York
$6.74M -$45.6K -35 -0.7%
CRC
32
Curi RMB Capital
Illinois
$6.73M +$293K +225 +5%
VSI
33
Verde Servicos Internacionais
Brazil
$6.51M
Federated Hermes
34
Federated Hermes
Pennsylvania
$5.68M
KIA
35
KCM Investment Advisors
California
$5.29M +$923K +708 +21%
MTIM
36
Marathon Trading Investment Management
Pennsylvania
$5.23M -$1.3K -1 -0%
PWS
37
Peloton Wealth Strategists
Indiana
$4.74M +$11.7K +9 +0.2%
AUIM
38
Aegon USA Investment Management
Iowa
$4.68M
UBS Group
39
UBS Group
Switzerland
$4.11M +$116K +89 +3%
GF
40
Gabelli Funds
New York
$3.9M
LPL Financial
41
LPL Financial
California
$3.75M +$92.6K +71 +3%
EIA
42
Edgemoor Investment Advisors
Maryland
$3.73M -$40.4K -31 -1%
GC
43
Guggenheim Capital
Illinois
$3.66M -$356K -273 -9%
VFA
44
Valeo Financial Advisors
Indiana
$3.41M +$3.41M +2,617 New
PCC
45
Park Circle Company
Maryland
$3.25M
Bank of America
46
Bank of America
North Carolina
$3.18M -$32.6K -25 -1%
CSM
47
CAMG Solamere Management
North Carolina
$3.12M
Neuberger Berman Group
48
Neuberger Berman Group
New York
$2.86M +$36.5K +28 +1%
CI
49
Conning Inc
Connecticut
$2.47M
SA
50
Strategic Advisors
New York
$2.42M +$6.52K +5 +0.3%