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

Bank of America Series L

100 hedge funds and large institutions have $2.48B invested in Bank of America Series L in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 97100 (+3)

1% more capital invested

Capital invested by funds: $2.46B → $2.48B (+$25.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

3.92% less ownership

Funds ownership: 114.66%110.74% (-3.9%)

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
22
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
76
Aull & Monroe Investment Management
Alabama
$262K -$116K -100 -31%
HCA
77
Harbour Capital Advisors
Virginia
$233K -$11.6K -10 -5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$233K
PAM
79
Private Asset Management
California
$233K
PFS
80
Prospera Financial Services
Texas
$227K
Wellington Management Group
81
Wellington Management Group
Massachusetts
$227K
FAAS
82
First Allied Advisory Services
California
$213K +$213K +184 New
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$204K -$31.3K -27 -13%
AFIA
84
America First Investment Advisors
Nebraska
$133K
CFN
85
Cordasco Financial Network
Florida
$128K
US Bancorp
86
US Bancorp
Minnesota
$70K
MFS
87
MSI Financial Services
Massachusetts
$58K
SA
88
SRH Advisors
Kansas
$58K
Barclays
89
Barclays
United Kingdom
$58K +$57.9K +50 New
TCOV
90
Trust Company of Vermont
Vermont
$47K
CPA
91
Cowen Prime Advisors
New York
$41K
PH
92
Pinnacle Holdings
Oklahoma
$33.8K
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$31K
HIM
94
Hutchens Investment Management
New Hampshire
$29K +$29K +25 New
MFS
95
McNamara Financial Services
Massachusetts
$29K +$29K +25 New
BRWM
96
B. Riley Wealth Management
Tennessee
$23K
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K +$11.6K +10 New
WTB
98
Washington Trust Bank
Washington
$8K
Citigroup
99
Citigroup
New York
$7K +$6.95K +6 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.62K