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Bank of America Series L

162 hedge funds and large institutions have $2.34B invested in Bank of America Series L in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

5% less funds holding

Funds holding: 171162 (-9)

7% less capital invested

Capital invested by funds: $2.51B → $2.34B (-$178M)

7.69% less ownership

Funds ownership: 105.71%98.02% (-7.7%)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
3.71%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
14
Increased
41
Reduced
42
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Calamos Wealth Management
Illinois
$1.11M -$179K -141 -14%
CAC
77
Certified Advisory Corp
Florida
$1.1M +$108K +85 +11%
ECM
78
Elgethun Capital Management
South Dakota
$1.02M +$31.8K +25 +3%
AG
79
Advisor Group
Arizona
$1.01M +$22.9K +18 +2%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$983K
TFCM
81
Taylor Frigon Capital Management
Arizona
$950K -$2.54K -2 -0.3%
Mariner
82
Mariner
Kansas
$903K +$95.4K +75 +12%
AWA
83
Arete Wealth Advisors
Illinois
$867K +$127K +100 +17%
LWAC
84
Laurel Wealth Advisors (California)
California
$866K +$31.8K +25 +4%
KPCM
85
Kings Point Capital Management
New York
$860K +$137K +108 +19%
DCM
86
Dimension Capital Management
Florida
$771K +$32.7M +25,723 New
GXMC
87
Global X Management Company
New York
$762K -$26.7K -21 -3%
CFN
88
Cordasco Financial Network
Florida
$748K
LA
89
LexAurum Advisors
Kansas
$738K +$8.91K +7 +1%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$718K +$90.4K +71 +15%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$691K -$248K -195 -27%
CF
92
Centaurus Financial
California
$689K +$680K +534 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$678K -$38.2K -30 -5%
Northern Trust
94
Northern Trust
Illinois
$669K -$127K -100 -16%
WS
95
Wedbush Securities
California
$652K -$7.63K -6 -1%
DWM
96
Darwin Wealth Management
Florida
$600K +$592K +465 New
HFS
97
HL Financial Services
Kentucky
$596K
NCM
98
Narwhal Capital Management
Georgia
$593K
MCM
99
Marathon Capital Management
Maryland
$567K
PFM
100
Probabilities Fund Management
New York
$554K