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Bank of America Series L

150 hedge funds and large institutions have $2.22B invested in Bank of America Series L in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

14% more funds holding

Funds holding: 132150 (+18)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

2% less capital invested

Capital invested by funds: $2.27B → $2.22B (-$50.6M)

1.15% less ownership

Funds ownership: 101.17%100.02% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
3.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
29
Increased
37
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$830K +$23.8K +20 +3%
AG
77
Advisor Group
Arizona
$822K +$74.9K +63 +10%
APP
78
Avantax Planning Partners
Iowa
$807K +$802K +675 New
EFS
79
Essex Financial Services
Connecticut
$785K -$452K -380 -37%
V
80
ValueWorks
New York
$699K -$197K -166 -22%
CFN
81
Cordasco Financial Network
Florida
$693K +$220K +185 +47%
NCM
82
Narwhal Capital Management
Georgia
$633K +$630K +530 New
Northern Trust
83
Northern Trust
Illinois
$613K -$71.3K -60 -10%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$611K +$11.9K +10 +2%
KPCM
85
Kings Point Capital Management
New York
$577K +$74.9K +63 +15%
HFS
86
HL Financial Services
Kentucky
$547K
FWM
87
Frontier Wealth Management
Missouri
$504K
DWM
88
Darwin Wealth Management
Florida
$502K +$154K +130 +45%
HW
89
Hancock Whitney
Mississippi
$490K +$487K +410 New
FTUS
90
Flow Traders U.S.
New York
$478K
Wolverine Trading
91
Wolverine Trading
Illinois
$472K +$468K +394 New
WFG
92
Windsor Financial Group
Minnesota
$466K
PAG
93
Pinnacle Advisory Group
Maryland
$445K -$51.1K -43 -10%
SAM
94
Symphony Asset Management
California
$439K +$107K +90 +32%
DCM
95
Dimension Capital Management
Florida
$436K +$22M +18,491 New
P8IP
96
Pier 88 Investment Partners
California
$410K -$149K -125 -27%
MIC
97
Meridian Investment Counsel
California
$406K +$404K +340 New
Jane Street
98
Jane Street
New York
$381K
Mariner
99
Mariner
Kansas
$381K
LFAS
100
Level Four Advisory Services
Texas
$360K