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Bank of America Series L

159 hedge funds and large institutions have $2.31B invested in Bank of America Series L in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $2.09B → $2.31B (+$216M)

3.44% more ownership

Funds ownership: 98.41%101.85% (+3.4%)

4% less funds holding

Funds holding: 165159 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
11
Increased
52
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
26
Oxbow Advisors
Texas
$11M -$167K -130 -2%
AUIM
27
Aegon USA Investment Management
Iowa
$10.8M +$6.42M +5,000 +149%
OCM
28
Oaktree Capital Management
California
$9.84M -$1.28M -1,000 -12%
MSL
29
Mackay Shields LLC
New York
$8.59M -$41.5M -32,354 -83%
AllianceBernstein
30
AllianceBernstein
Tennessee
$7.88M +$359K +280 +5%
P8IP
31
Pier 88 Investment Partners
California
$6.99M
VSI
32
Verde Servicos Internacionais
Brazil
$6.25M
KIA
33
KCM Investment Advisors
California
$6.14M +$177K +138 +3%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$6.08M +$4.19M +3,268 +233%
RCM
35
RB Capital Management
Nevada
$5.74M -$236K -184 -4%
MTIM
36
Marathon Trading Investment Management
Pennsylvania
$5.26M
PWS
37
Peloton Wealth Strategists
Indiana
$5.1M -$47.5K -37 -0.9%
JIC
38
JRM Investment Counsel
Nebraska
$5.08M -$43.6K -34 -0.9%
RJA
39
Raymond James & Associates
Florida
$4.64M +$1.8M +1,400 +64%
SEI Investments
40
SEI Investments
Pennsylvania
$4.64M -$146K -114 -3%
UBS Group
41
UBS Group
Switzerland
$4.54M +$282K +220 +7%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$4.14M +$4.11M +3,199 New
Stifel Financial
43
Stifel Financial
Missouri
$3.9M -$219K -171 -5%
GF
44
Gabelli Funds
New York
$3.88M -$642K -500 -14%
VFA
45
Valeo Financial Advisors
Indiana
$3.7M +$407K +317 +12%
LPL Financial
46
LPL Financial
California
$3.64M +$125K +97 +4%
IRM
47
Income Research & Management
Massachusetts
$3.36M +$796K +620 +31%
HCM
48
Hudson Capital Management
New Jersey
$3.33M +$236K +184 +8%
EIA
49
Edgemoor Investment Advisors
Maryland
$3.24M
PCC
50
Park Circle Company
Maryland
$3.24M