We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

96 hedge funds and large institutions have $2.5B invested in Bank of America Series L in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 9696 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

65% less capital invested

Capital invested by funds: $7.21B → $2.5B (-$4.71B)

136.12% less ownership

Funds ownership: 250.1%113.98% (-136%)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
23
Reduced
24
Closed
7
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Private Asset Management
California
$235K -$58.2K -50 -20%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$235K
BRWA
78
B. Riley Wealth Advisors
Florida
$235K +$466K +400 New
PFS
79
Prospera Financial Services
Texas
$229K -$5.82K -5 -3%
DIA
80
Denver Investment Advisors
Colorado
$229K
Wellington Management Group
81
Wellington Management Group
Massachusetts
$228K
Citigroup
82
Citigroup
New York
$172K -$1.17K -1 -0.7%
AFIA
83
America First Investment Advisors
Nebraska
$134K
CFN
84
Cordasco Financial Network
Florida
$129K +$128K +110 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$117K
PTC
86
Private Trust Company
Ohio
$84K
CG
87
Colony Group
Massachusetts
$70K
MFS
88
MSI Financial Services
Massachusetts
$59K
M&T Bank
89
M&T Bank
New York
$59K
MA
90
MUFG Americas
New York
$59K
SA
91
SRH Advisors
Kansas
$59K
TCOV
92
Trust Company of Vermont
Vermont
$47K +$46.6K +40 New
PH
93
Pinnacle Holdings
Oklahoma
$34K
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$32K
LWCFA
95
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
FNBT
96
FineMark National Bank & Trust
Florida
$29K +$29.1K +25 New
BRWM
97
B. Riley Wealth Management
Tennessee
$23K
WA
98
WFG Advisors
Texas
$18K -$41.9K -36 -71%
WTB
99
Washington Trust Bank
Washington
$8K
GT
100
Glenmede Trust
Pennsylvania
$4K