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Bank of America Series L

202 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
76
Cutter & Co Brokerage
Missouri
$1.67M +$1.71M +1,155 New
K
77
Kemper
Illinois
$1.65M +$356K +240 +27%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.6M
TB
79
Terril Brothers
Missouri
$1.54M
PHS
80
Pekin Hardy Strauss
Illinois
$1.5M -$17.8K -12 -1%
CBB
81
Citizens Business Bank
California
$1.45M
FFA
82
First Foundation Advisors
California
$1.41M -$68.1K -46 -5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.4M +$156K +105 +12%
CRC
84
Curi RMB Capital
Illinois
$1.4M -$59.3K -40 -4%
SA
85
Strategic Advisors
New York
$1.33M -$34.1K -23 -2%
WB
86
Webster Bank
Connecticut
$1.29M
ZA
87
Zazove Associates
Nevada
$1.28M
Deutsche Bank
88
Deutsche Bank
Germany
$1.23M -$370K -250 -23%
AA
89
Ancora Advisors
Ohio
$1.23M
AII
90
AGF Investments Inc
Ontario, Canada
$1.21M
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.1M
CF
92
Centaurus Financial
California
$1M -$29.6K -20 -3%
ISWM
93
Independent Solutions Wealth Management
New York
$953K +$975K +658 New
LWAC
94
Laurel Wealth Advisors (California)
California
$948K -$65.2K -44 -6%
SEI Investments
95
SEI Investments
Pennsylvania
$930K -$593K -400 -38%
MCM
96
Marathon Capital Management
Maryland
$917K +$351K +237 +60%
CAC
97
Certified Advisory Corp
Florida
$910K -$119K -80 -11%
WS
98
Wedbush Securities
California
$893K +$51.8K +35 +6%
TA
99
Teton Advisors
New York
$877K
SG
100
StoneX Group
New York
$854K -$50.4K -34 -6%