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Bank of America Series L

165 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2% more funds holding

Funds holding: 162165 (+3)

0.39% more ownership

Funds ownership: 98.02%98.41% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

10% less capital invested

Capital invested by funds: $2.34B → $2.09B (-$245M)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
13
Increased
44
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
101
Probabilities Fund Management
New York
$541K
FAAS
102
First Allied Advisory Services
California
$536K
FWM
103
Frontier Wealth Management
Missouri
$528K
MIC
104
Meridian Investment Counsel
California
$425K
OC
105
Oppenheimer & Co
New York
$403K +$3.81K +3 +0.9%
M&T Bank
106
M&T Bank
New York
$400K
LFAS
107
Level Four Advisory Services
Texas
$375K
V
108
ValueWorks
New York
$348K -$6.34K -5 -2%
GI
109
GAMCO Investors
Connecticut
$344K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$330K -$634K -500 -66%
LF
111
Lee Financial
Texas
$318K
BRWA
112
B. Riley Wealth Advisors
Florida
$313K -$25.4K -20 -7%
K
113
Kemper
Illinois
$313K
SG
114
StoneX Group
New York
$309K +$57.1K +45 +22%
EAM
115
Evanson Asset Management
California
$306K
CB
116
Commerce Bank
Missouri
$294K -$1.08M -855 -78%
VCWA
117
Vanguard Capital Wealth Advisors
Colorado
$293K
AMIM
118
Aull & Monroe Investment Management
Alabama
$282K
HCA
119
Harbour Capital Advisors
Virginia
$252K
Cohen & Steers
120
Cohen & Steers
New York
$250K
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$250K
SGK
122
Steigerwald Gordon & Koch
Virginia
$250K
TA
123
Teton Advisors
New York
$250K +$254K +200 New
MA
124
Menlo Advisors
California
$247K -$20.3K -16 -7%
VFA
125
Voya Financial Advisors
Connecticut
$234K +$3.81K +3 +2%