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Bank of America Series L

54 hedge funds and large institutions have $306M invested in Bank of America Series L in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

74% less funds holding

Funds holding: 21054 (-156)

88% less capital invested

Capital invested by funds: $2.65B → $306M (-$2.34B)

95% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 164

107.97% less ownership

Funds ownership: 114.51%6.54% (-108%)

Holders
54
Holders Change
-156
Holders Change %
-74.29%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
8
Increased
8
Reduced
12
Closed
164
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teton Advisors
New York
$913K
CWM
27
Calamos Wealth Management
Illinois
$800K +$181K +121 +30%
SFBLI
28
Southern Farm Bureau Life Insurance
Mississippi
$729K +$718K +480 New
AIC
29
Ameritas Investment Company
Nebraska
$676K -$164K -110 -20%
RMDI
30
R.M. Davis Inc
Maine
$471K
CB
31
Commerce Bank
Missouri
$357K
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$357K +$351K +235 New
BOM
33
Bank of Marin
California
$349K
V
34
ValueWorks
New York
$305K -$2.99K -2 -1%
GCIA
35
Gabelli & Co Investment Advisers
New York
$304K
OCM
36
Orion Capital Management
California
$182K +$179K +120 New
SA
37
SRH Advisors
Kansas
$76K
LWANC
38
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K
CFB
39
Cullen/Frost Bankers
Texas
$67K
FWM
40
Focused Wealth Management
New York
$47K
PH
41
Pinnacle Holdings
Oklahoma
$44K
EWM
42
Endurance Wealth Management
Rhode Island
$38K
Bessemer Group
43
Bessemer Group
New Jersey
$38K +$37.4K +25 New
WT
44
Washington Trust
Rhode Island
$30K
MRCM
45
M&R Capital Management
New Jersey
$18K
CFA
46
Carroll Financial Associates
North Carolina
$15K
NFSG
47
Newbridge Financial Services Group
Florida
$15K
ONST
48
Old North State Trust
North Carolina
$15K
CCM
49
Cribstone Capital Management
Maine
$14K
SPIA
50
Steward Partners Investment Advisory
New York
$9K