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Bank of America Series L

150 hedge funds and large institutions have $2.22B invested in Bank of America Series L in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

14% more funds holding

Funds holding: 132150 (+18)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

2% less capital invested

Capital invested by funds: $2.27B → $2.22B (-$50.6M)

1.15% less ownership

Funds ownership: 101.17%100.02% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
3.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
29
Increased
37
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Snow Capital Management
Pennsylvania
$339K +$19K +16 +6%
LWAC
102
Laurel Wealth Advisors (California)
California
$322K
WS
103
Wedbush Securities
California
$320K +$318K +268 New
CWM
104
Calamos Wealth Management
Illinois
$315K -$82K -69 -21%
BRWA
105
B. Riley Wealth Advisors
Florida
$311K -$25K -21 -7%
OC
106
Oppenheimer & Co
New York
$300K +$298K +251 New
LF
107
Lee Financial
Texas
$299K
GI
108
GAMCO Investors
Connecticut
$299K +$297K +250 New
K
109
Kemper
Illinois
$297K
EAM
110
Evanson Asset Management
California
$293K
CB
111
Commerce Bank
Missouri
$281K
AMIM
112
Aull & Monroe Investment Management
Alabama
$269K +$267K +225 New
MA
113
Menlo Advisors
California
$255K +$254K +214 New
KeyBank National Association
114
KeyBank National Association
Ohio
$247K
HCA
115
Harbour Capital Advisors
Virginia
$239K
Cohen & Steers
116
Cohen & Steers
New York
$239K
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$239K
CS
118
Credit Suisse
Switzerland
$239K +$238K +200 New
VFA
119
Voya Financial Advisors
Connecticut
$211K
PFS
120
Prospera Financial Services
Texas
$210K
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$209K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$195K
AII
123
AGF Investments Inc
Ontario, Canada
$189K
NCM
124
Nelson Capital Management
California
$179K +$178K +150 New
OAM
125
Oppenheimer Asset Management
New York
$152K +$151K +127 New