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Bank of America Series L

121 hedge funds and large institutions have $2.2B invested in Bank of America Series L in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more funds holding

Funds holding: 107121 (+14)

5.99% less ownership

Funds ownership: 104.7%98.71% (-6%)

7% less capital invested

Capital invested by funds: $2.36B → $2.2B (-$162M)

Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
76
HL Financial Services
Kentucky
$553K
CI
77
Conning Inc
Connecticut
$549K
SLF
78
Sun Life Financial
Ontario, Canada
$513K
WFG
79
Windsor Financial Group
Minnesota
$476K
CFN
80
Cordasco Financial Network
Florida
$472K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$431K
AR
82
Advisory Research
Illinois
$427K
Jane Street
83
Jane Street
New York
$389K -$33.1K -27 -8%
CWM
84
Calamos Wealth Management
Illinois
$378K +$18.4K +15 +5%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$377K +$378K +309 New
Mariner
86
Mariner
Kansas
$366K +$367K +300 New
BRWA
87
B. Riley Wealth Advisors
Florida
$354K +$355K +290 New
SAM
88
Symphony Asset Management
California
$343K
DWM
89
Darwin Wealth Management
Florida
$330K -$19.6K -16 -6%
K
90
Kemper
Illinois
$305K
EAM
91
Evanson Asset Management
California
$299K
KeyBank National Association
92
KeyBank National Association
Ohio
$292K +$293K +239 New
CB
93
Commerce Bank
Missouri
$287K
AMIM
94
Aull & Monroe Investment Management
Alabama
$275K +$276K +225 New
SCM
95
Snow Capital Management
Pennsylvania
$265K
KPCM
96
Kings Point Capital Management
New York
$265K +$266K +217 New
LWAC
97
Laurel Wealth Advisors (California)
California
$256K +$18.4K +15 +8%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$245K
AA
99
Ancora Advisors
Ohio
$244K +$245K +200 New
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$244K +$245K +200 New