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Bank of America Series L

159 hedge funds and large institutions have $2.31B invested in Bank of America Series L in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $2.09B → $2.31B (+$216M)

3.44% more ownership

Funds ownership: 98.41%101.85% (+3.4%)

4% less funds holding

Funds holding: 165159 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
11
Increased
52
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Calamos Wealth Management
Illinois
$1.19M +$101K +79 +9%
WB
77
Webster Bank
Connecticut
$1.18M
ZA
78
Zazove Associates
Nevada
$1.13M
AA
79
Ancora Advisors
Ohio
$1.09M
AII
80
AGF Investments Inc
Ontario, Canada
$1.08M +$866K +675 +427%
CAC
81
Certified Advisory Corp
Florida
$997K -$19.3K -15 -2%
EFS
82
Essex Financial Services
Connecticut
$993K -$340K -265 -26%
AG
83
Advisor Group
Arizona
$988K +$1.28K +1 +0.1%
APA
84
American Portfolios Advisors
New York
$969K -$92.4K -72 -9%
ECM
85
Elgethun Capital Management
South Dakota
$951K -$32.1K -25 -3%
TFCM
86
Taylor Frigon Capital Management
Arizona
$934K +$24.4K +19 +3%
AWA
87
Arete Wealth Advisors
Illinois
$934K +$32.1K +25 +4%
KPCM
88
Kings Point Capital Management
New York
$919K -$19.3K -15 -2%
Mariner
89
Mariner
Kansas
$906K
LWAC
90
Laurel Wealth Advisors (California)
California
$867K +$1.28K +1 +0.1%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$861K +$82.1K +64 +11%
LA
92
LexAurum Advisors
Kansas
$761K
CFN
93
Cordasco Financial Network
Florida
$751K
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$726K +$19.3K +15 +3%
HFS
95
HL Financial Services
Kentucky
$676K +$670K +522 New
WS
96
Wedbush Securities
California
$670K -$10.3K -8 -2%
DWM
97
Darwin Wealth Management
Florida
$621K -$617K -481 Closed
PFM
98
Probabilities Fund Management
New York
$557K
FAAS
99
First Allied Advisory Services
California
$554K
MCM
100
Marathon Capital Management
Maryland
$530K -$33.4K -26 -6%