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Bank of America Series L

152 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 22

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 150152 (+2)

5% more capital invested

Capital invested by funds: $2.22B → $2.32B (+$102M)

0.47% less ownership

Funds ownership: 100.02%99.55% (-0.47%)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.79%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
13
Increased
55
Reduced
22
Closed
11
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
$958K +$80.2K +65 +9%
ECM
77
Elgethun Capital Management
South Dakota
$949K
AG
78
Advisor Group
Arizona
$896K +$27.2K +22 +3%
APP
79
Avantax Planning Partners
Iowa
$852K
CFN
80
Cordasco Financial Network
Florida
$732K
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$732K +$716K +580 New
V
82
ValueWorks
New York
$685K -$51.9K -42 -7%
SC
83
Scotia Capital
Ontario, Canada
$676K +$662K +536 New
NCM
84
Narwhal Capital Management
Georgia
$673K
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$664K +$18.5K +15 +3%
Northern Trust
86
Northern Trust
Illinois
$647K
KPCM
87
Kings Point Capital Management
New York
$646K +$35.8K +29 +6%
CS
88
Credit Suisse
Switzerland
$631K +$370K +300 +150%
LWAC
89
Laurel Wealth Advisors (California)
California
$594K +$248K +201 +74%
WS
90
Wedbush Securities
California
$591K +$247K +200 +75%
HFS
91
HL Financial Services
Kentucky
$583K +$4.94K +4 +0.9%
AWA
92
Arete Wealth Advisors
Illinois
$567K +$554K +449 New
WAM
93
Wolverine Asset Management
Illinois
$561K -$4.24M -3,433 -88%
DWM
94
Darwin Wealth Management
Florida
$549K +$18.5K +15 +4%
MCM
95
Marathon Capital Management
Maryland
$539K +$527K +427 New
FWM
96
Frontier Wealth Management
Missouri
$533K
HW
97
Hancock Whitney
Mississippi
$517K
FTUS
98
Flow Traders U.S.
New York
$505K
WFG
99
Windsor Financial Group
Minnesota
$492K
SCM
100
Snow Capital Management
Pennsylvania
$482K +$121K +98 +35%