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Bank of America Series L

202 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
26
St. Denis J. Villere & Co
Louisiana
$17M +$1.31M +885 +8%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$15.8M +$474K +320 +3%
RJA
28
Raymond James & Associates
Florida
$15.4M +$1.72M +1,163 +12%
NEAM
29
New England Asset Management
Connecticut
$13.7M
AUIM
30
Aegon USA Investment Management
Iowa
$11.7M
OA
31
Oxbow Advisors
Texas
$11.1M +$1.05M +707 +10%
AllianceBernstein
32
AllianceBernstein
Tennessee
$9.8M -$207K -140 -2%
P8IP
33
Pier 88 Investment Partners
California
$9.41M -$4.22M -2,849 -30%
KIA
34
KCM Investment Advisors
California
$8.92M +$110K +74 +1%
Macquarie Group
35
Macquarie Group
Australia
$8.54M +$2.76M +1,864 +51%
CAM
36
Camden Asset Management
California
$8.51M -$15M -10,158 -63%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$6.76M -$6.81M -4,598 -97%
RCM
38
RB Capital Management
Nevada
$6.41M -$17.8K -12 -0.3%
CI
39
Conning Inc
Connecticut
$6.35M +$1.75M +1,180 +37%
Stifel Financial
40
Stifel Financial
Missouri
$6.32M +$246K +166 +4%
PWS
41
Peloton Wealth Strategists
Indiana
$6.11M -$2.96K -2 -0%
UBS Group
42
UBS Group
Switzerland
$5.93M +$196K +132 +3%
FCMC
43
Founders Capital Management (Connecticut)
Connecticut
$5.89M +$6.02M +4,067 New
MTIM
44
Marathon Trading Investment Management
Pennsylvania
$5.84M
MSU
45
Mizuho Securities USA
New York
$5.58M +$5.71M +3,854 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$5.47M +$4.76M +3,215 +576%
HCM
47
Hudson Capital Management
New Jersey
$5.07M +$87.4K +59 +2%
Bank of America
48
Bank of America
North Carolina
$4.48M +$148K +100 +3%
GF
49
Gabelli Funds
New York
$4.38M
LPL Financial
50
LPL Financial
California
$4.2M