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Bank of America Series L

155 hedge funds and large institutions have $2.45B invested in Bank of America Series L in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $2.32B → $2.45B (+$130M)

2% more funds holding

Funds holding: 152155 (+3)

0.28% more ownership

Funds ownership: 99.55%99.82% (+0.28%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
14
Increased
44
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$990K -$14.3K -11 -1%
ECM
77
Elgethun Capital Management
South Dakota
$976K -$2.61K -2 -0.3%
AG
78
Advisor Group
Arizona
$970K +$45.6K +35 +5%
APP
79
Avantax Planning Partners
Iowa
$878K
M&T Bank
80
M&T Bank
New York
$864K -$124K -95 -13%
AWA
81
Arete Wealth Advisors
Illinois
$794K +$210K +161 +36%
CFN
82
Cordasco Financial Network
Florida
$755K
PHS
83
Pekin Hardy Strauss
Illinois
$739K +$741K +568 New
V
84
ValueWorks
New York
$733K +$26.1K +20 +4%
FAAS
85
First Allied Advisory Services
California
$713K +$713K +547 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$685K
Northern Trust
87
Northern Trust
Illinois
$672K +$3.91K +3 +0.6%
LWAC
88
Laurel Wealth Advisors (California)
California
$671K +$58.7K +45 +10%
KPCM
89
Kings Point Capital Management
New York
$656K -$10.4K -8 -2%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$629K -$126K -97 -17%
HFS
91
HL Financial Services
Kentucky
$601K
NCM
92
Narwhal Capital Management
Georgia
$599K -$91.3K -70 -13%
WS
93
Wedbush Securities
California
$582K -$27.4K -21 -4%
MCM
94
Marathon Capital Management
Maryland
$566K +$327K +251 +59%
DWM
95
Darwin Wealth Management
Florida
$553K -$13K -10 -2%
FWM
96
Frontier Wealth Management
Missouri
$549K
HW
97
Hancock Whitney
Mississippi
$534K
CS
98
Credit Suisse
Switzerland
$521K -$130K -100 -20%
FTUS
99
Flow Traders U.S.
New York
$521K
SCM
100
Snow Capital Management
Pennsylvania
$502K +$5.22K +4 +1%