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Bank of America Series L

173 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

9% more funds holding

Funds holding: 159173 (+14)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.11% less ownership

Funds ownership: 101.85%101.74% (-0.11%)

0% less capital invested

Capital invested by funds: $2.31B → $2.3B (-$7.55M)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
3.85%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
28
Increased
42
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
First Foundation Advisors
California
$1.29M -$121K -95 -8%
CBB
77
Citizens Business Bank
California
$1.25M
SA
78
Strategic Advisors
New York
$1.17M -$47K -37 -4%
WB
79
Webster Bank
Connecticut
$1.14M -$2.54K -2 -0.2%
K
80
Kemper
Illinois
$1.13M +$825K +650 +260%
CWM
81
Calamos Wealth Management
Illinois
$1.1M -$54.6K -43 -5%
ZA
82
Zazove Associates
Nevada
$1.1M
AII
83
AGF Investments Inc
Ontario, Canada
$1.04M
Goldman Sachs
84
Goldman Sachs
New York
$1.02M +$1.03M +814 New
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$988K +$157K +124 +19%
AG
86
Advisor Group
Arizona
$956K
CAC
87
Certified Advisory Corp
Florida
$954K -$10.2K -8 -1%
LA
88
LexAurum Advisors
Kansas
$923K +$189K +149 +25%
TFCM
89
Taylor Frigon Capital Management
Arizona
$917K +$12.7K +10 +1%
AWA
90
Arete Wealth Advisors
Illinois
$904K
WAM
91
Wolverine Asset Management
Illinois
$899K +$910K +717 New
ECM
92
Elgethun Capital Management
South Dakota
$886K -$39.4K -31 -4%
Mariner
93
Mariner
Kansas
$877K
LWAC
94
Laurel Wealth Advisors (California)
California
$839K
APA
95
American Portfolios Advisors
New York
$734K -$207K -163 -22%
CFN
96
Cordasco Financial Network
Florida
$726K
PWP
97
Principle Wealth Partners
Connecticut
$726K +$736K +580 New
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$696K -$6.35K -5 -0.9%
HFS
99
HL Financial Services
Kentucky
$695K +$41.9K +33 +6%
DWM
100
Darwin Wealth Management
Florida
$686K +$694K +547 New