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Bank of America Series L
BAC.PRL

Overview Fund Activity

162 hedge funds and large institutions have $2.34B invested in Bank of America Series L in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 23 closing their positions.

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
14
Increased
41
Reduced
42
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$309M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$81.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$15.5M
4
CAM
4
Camden Asset Management
California
$69.4M
5
Ameriprise
5
Ameriprise
Minnesota
$42M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.7M
5
Wells Fargo
5
Wells Fargo
California
$71.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
101
First Allied Advisory Services
California
$552K 428 +23 +6%
FWM
102
Frontier Wealth Management
Missouri
$544K 422 – –
Barclays
103
Barclays
United Kingdom
$542K 420 +420 New
MIC
104
Meridian Investment Counsel
California
$438K 340 – –
SAM
105
Symphony Asset Management
California
$417K 324 – –
OC
106
Oppenheimer & Co
New York
$411K 319 +2 +0.6%
M&T Bank
107
M&T Bank
New York
$410K 319 -345 -52%
LFAS
108
Level Four Advisory Services
Texas
$387K 300 – –
V
109
ValueWorks
New York
$366K 284 -254 -47%
GI
110
GAMCO Investors
Connecticut
$351K 275 +25 +10%
BRWA
111
B. Riley Wealth Advisors
Florida
$348K 270 +10 +4%
WAM
112
Wolverine Asset Management
Illinois
$329K 256 -111 -30%
LF
113
Lee Financial
Texas
$327K 254 +254 New
K
114
Kemper
Illinois
$322K 250 – –
EAM
115
Evanson Asset Management
California
$316K 245 – –
VCWA
116
Vanguard Capital Wealth Advisors
Colorado
$301K 235 – –
AMIM
117
Aull & Monroe Investment Management
Alabama
$290K 225 – –
MA
118
Menlo Advisors
California
$275K 214 – –
SG
119
StoneX Group
New York
$260K 202 -100 -33%
Cohen & Steers
120
Cohen & Steers
New York
$258K 200 – –
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$258K 200 – –
HCA
122
Harbour Capital Advisors
Virginia
$258K 200 – –
SGK
123
Steigerwald Gordon & Koch
Virginia
$258K 200 – –
VFA
124
Voya Financial Advisors
Connecticut
$237K 184 +1 +0.5%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$226K 175 – –
3 4
5
6 7