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Bank of America Series L

171 hedge funds and large institutions have $2.5B invested in Bank of America Series L in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

9% more capital invested

Capital invested by funds: $2.3B → $2.5B (+$199M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 173171 (-2)

3.61% less ownership

Funds ownership: 101.74%98.13% (-3.6%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
14
Increased
44
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TB
76
Terril Brothers
Missouri
$1.38M
FFA
77
First Foundation Advisors
California
$1.34M -$5.18K -4 -0.4%
CBB
78
Citizens Business Bank
California
$1.3M
SA
79
Strategic Advisors
New York
$1.29M +$69.9K +54 +6%
K
80
Kemper
Illinois
$1.18M
WB
81
Webster Bank
Connecticut
$1.16M -$25.9K -20 -2%
ZA
82
Zazove Associates
Nevada
$1.14M
LA
83
LexAurum Advisors
Kansas
$1.11M +$154K +119 +16%
AII
84
AGF Investments Inc
Ontario, Canada
$1.09M
CWM
85
Calamos Wealth Management
Illinois
$1.09M -$55.7K -43 -5%
CAC
86
Certified Advisory Corp
Florida
$967K -$24.6K -19 -2%
AWA
87
Arete Wealth Advisors
Illinois
$940K
TFCM
88
Taylor Frigon Capital Management
Arizona
$939K -$14.2K -11 -2%
ECM
89
Elgethun Capital Management
South Dakota
$918K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$897K -$129K -100 -13%
LWAC
91
Laurel Wealth Advisors (California)
California
$890K +$18.1K +14 +2%
APA
92
American Portfolios Advisors
New York
$768K +$5.18K +4 +0.7%
PWP
93
Principle Wealth Partners
Connecticut
$755K
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$723K
HFS
95
HL Financial Services
Kentucky
$723K
DWM
96
Darwin Wealth Management
Florida
$686K -$25.9K -20 -4%
RBFC
97
Roman Butler Fullerton & Co
Missouri
$674K +$90.6K +70 +16%
KPCM
98
Kings Point Capital Management
New York
$670K -$12.9K -10 -2%
WS
99
Wedbush Securities
California
$659K +$91.9K +71 +16%
CFN
100
Cordasco Financial Network
Florida
$612K -$142K -110 -19%