We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

5% less funds holding

Funds holding: 171162 (-9)

7% less capital invested

Capital invested by funds: $2.51B → $2.34B (-$178M)

7.69% less ownership

Funds ownership: 105.71%98.02% (-7.7%)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
3.71%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
101
First Allied Advisory Services
California
$552K +$29.3K +23 +6%
FWM
102
Frontier Wealth Management
Missouri
$544K
Barclays
103
Barclays
United Kingdom
$542K +$534K +420 New
MIC
104
Meridian Investment Counsel
California
$438K
SAM
105
Symphony Asset Management
California
$417K
OC
106
Oppenheimer & Co
New York
$411K +$2.54K +2 +0.6%
M&T Bank
107
M&T Bank
New York
$410K -$439K -345 -52%
LFAS
108
Level Four Advisory Services
Texas
$387K
V
109
ValueWorks
New York
$366K -$323K -254 -47%
GI
110
GAMCO Investors
Connecticut
$351K +$31.8K +25 +10%
BRWA
111
B. Riley Wealth Advisors
Florida
$348K +$12.7K +10 +4%
WAM
112
Wolverine Asset Management
Illinois
$329K -$141K -111 -30%
LF
113
Lee Financial
Texas
$327K +$323K +254 New
K
114
Kemper
Illinois
$322K
EAM
115
Evanson Asset Management
California
$316K
VCWA
116
Vanguard Capital Wealth Advisors
Colorado
$301K
AMIM
117
Aull & Monroe Investment Management
Alabama
$290K
MA
118
Menlo Advisors
California
$275K
SG
119
StoneX Group
New York
$260K -$127K -100 -33%
Cohen & Steers
120
Cohen & Steers
New York
$258K
HCA
121
Harbour Capital Advisors
Virginia
$258K
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$258K
SGK
123
Steigerwald Gordon & Koch
Virginia
$258K
VFA
124
Voya Financial Advisors
Connecticut
$237K +$1.27K +1 +0.5%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$226K