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Bank of America Series L

165 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2% more funds holding

Funds holding: 162165 (+3)

0.39% more ownership

Funds ownership: 98.02%98.41% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

10% less capital invested

Capital invested by funds: $2.34B → $2.09B (-$245M)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
13
Increased
44
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
26
St. Denis J. Villere & Co
Louisiana
$10.8M +$38.1K +30 +0.3%
OCM
27
Oaktree Capital Management
California
$10.8M +$5.08M +4,000 +87%
AllianceBernstein
28
AllianceBernstein
Tennessee
$7.26M +$108K +85 +1%
NIMC
29
NWQ Investment Management Company
California
$6.63M
VSI
30
Verde Servicos Internacionais
Brazil
$6.25M
RCM
31
RB Capital Management
Nevada
$5.78M +$193K +152 +3%
KIA
32
KCM Investment Advisors
California
$5.76M +$132K +104 +2%
Federated Hermes
33
Federated Hermes
Pennsylvania
$5.46M
MTIM
34
Marathon Trading Investment Management
Pennsylvania
$5.08M
MSU
35
Mizuho Securities USA
New York
$5.04M +$5.12M +4,034 New
PWS
36
Peloton Wealth Strategists
Indiana
$4.97M +$76.1K +60 +2%
JIC
37
JRM Investment Counsel
Nebraska
$4.95M -$368K -290 -7%
SEI Investments
38
SEI Investments
Pennsylvania
$4.63M +$4.69M +3,698 New
GF
39
Gabelli Funds
New York
$4.38M
AUIM
40
Aegon USA Investment Management
Iowa
$4.32M
UBS Group
41
UBS Group
Switzerland
$4.12M +$88.8K +70 +2%
Stifel Financial
42
Stifel Financial
Missouri
$4M -$151K -119 -4%
LPL Financial
43
LPL Financial
California
$3.4M -$48.2K -38 -1%
VFA
44
Valeo Financial Advisors
Indiana
$3.33M -$895K -705 -21%
CRC
45
Curi RMB Capital
Illinois
$3.16M -$2.85M -2,250 -47%
EIA
46
Edgemoor Investment Advisors
Maryland
$3.13M -$232K -183 -7%
PCC
47
Park Circle Company
Maryland
$3.13M
CSM
48
CAMG Solamere Management
North Carolina
$3M
HCM
49
Hudson Capital Management
New Jersey
$2.99M +$335K +264 +12%
GXMC
50
Global X Management Company
New York
$2.98M +$2.28M +1,793 +303%