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Bank of America Series L

193 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

1.87% more ownership

Funds ownership: 80.77%82.64% (+1.9%)

4% less funds holding

Funds holding: 202193 (-9)

10% less capital invested

Capital invested by funds: $2.72B → $2.44B (-$279M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
193
Holders Change
-9
Holders Change %
-4.46%
% of All Funds
4.25%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hudson Capital Management
New Jersey
$4.5M +$73K +50 +1%
Bank of America
52
Bank of America
North Carolina
$4.28M +$422K +289 +9%
GF
53
Gabelli Funds
New York
$3.88M
LPL Financial
54
LPL Financial
California
$3.84M +$200K +137 +5%
IRM
55
Income Research & Management
Massachusetts
$3.69M +$347K +238 +10%
LSPW
56
Lake Street Private Wealth
Illinois
$3.58M +$569K +390 +16%
PWS
57
Peloton Wealth Strategists
Indiana
$3.36M -$2.28M -1,563 -37%
MTIM
58
Marathon Trading Investment Management
Pennsylvania
$3.32M -$2.06M -1,411 -35%
PCC
59
Park Circle Company
Maryland
$3.17M
EIA
60
Edgemoor Investment Advisors
Maryland
$3.08M -$112K -77 -3%
AAM
61
Alken Asset Management
United Kingdom
$3.07M +$1.36M +930 +62%
BIMC
62
Benson Investment Management Company
Virginia
$2.99M +$3.45M +2,365 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.86M -$89K -61 -3%
FC
64
Fore Capital
New York
$2.79M +$3.21M +2,200 New
CLOS
65
Compagnie Lombard Odier SCmA
Switzerland
$2.71M +$3.12M +2,140 New
Neuberger Berman Group
66
Neuberger Berman Group
New York
$2.64M +$35K +24 +1%
JG
67
Jefferies Group
New York
$2.52M +$285K +195 +11%
DLG
68
Daniel L. Goodwin
$2.07M
US Bancorp
69
US Bancorp
Minnesota
$2.07M
LA
70
LexAurum Advisors
Kansas
$1.98M +$334K +229 +17%
NPF
71
Norris Perne & French
Michigan
$1.93M
LOAMS
72
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M +$2.17M +1,490 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.8M +$185K +127 +10%
UFG
74
United Fire Group
Iowa
$1.77M
RA
75
Rational Advisors
New York
$1.77M +$1.85M +1,270 +992%