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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
SC
51
Sculptor Capital
New York
$4M +$4.07M +2,749 New
EIA
52
Edgemoor Investment Advisors
Maryland
$3.64M +$3.72M +2,513 New
PCC
53
Park Circle Company
Maryland
$3.62M
IRM
54
Income Research & Management
Massachusetts
$3.56M +$3.64M +2,457 New
LSPW
55
Lake Street Private Wealth
Illinois
$3.53M +$3.61M +2,437 New
Baird Financial Group
56
Baird Financial Group
Wisconsin
$3.36M +$238K +161 +7%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$2.98M -$2.96K -2 -0.1%
SAMC
58
Spectrum Asset Management (Connecticut)
Connecticut
$2.66M +$2.72M +1,833 New
JIC
59
JRM Investment Counsel
Nebraska
$2.57M -$477K -322 -15%
JG
60
Jefferies Group
New York
$2.54M -$28.1K -19 -1%
SC
61
Scotia Capital
Ontario, Canada
$2.5M -$108K -73 -4%
NIP
62
Nicholas Investment Partners
California
$2.38M
DLG
63
Daniel L. Goodwin
$2.37M
US Bancorp
64
US Bancorp
Minnesota
$2.37M
NPF
65
Norris Perne & French
Michigan
$2.21M -$66.7K -45 -3%
AAM
66
Alken Asset Management
United Kingdom
$2.18M +$889K +600 +67%
OCM
67
Oaktree Capital Management
California
$2.12M -$739K -499 -25%
PSUF
68
People's United Financial
Connecticut
$2.08M
UFG
69
United Fire Group
Iowa
$2.03M
Citigroup
70
Citigroup
New York
$1.98M -$2.65M -1,790 -57%
LA
71
LexAurum Advisors
Kansas
$1.94M +$48.9K +33 +3%
SWM
72
Sugarloaf Wealth Management
Georgia
$1.91M +$1.96M +1,320 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.87M -$298K -201 -13%
KAM
74
Knightsbridge Asset Management
California
$1.75M -$16.3K -11 -0.9%
IA
75
IFP Advisors
Florida
$1.71M