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Bank of America Series L
BAC.PRL

Overview Fund Activity

159 hedge funds and large institutions have $2.31B invested in Bank of America Series L in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
11
Increased
52
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$28.1M
2
ACM
2
Advent Capital Management
New York
$102M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.3M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$25.2M
5
AUIM
5
Aegon USA Investment Management
Iowa
$10.8M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$8.59M
2
CAM
2
Camden Asset Management
California
$20.7M
3
Franklin Resources
3
Franklin Resources
California
$633M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.1M
5
American Century Companies
5
American Century Companies
Missouri
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$522K 403 -150 -27%
IA
102
IFP Advisors
Florida
$505K 390 +225 +136%
KC
103
KHP Capital
Oklahoma
$480K 37 – –
MIC
104
Meridian Investment Counsel
California
$440K 340 – –
VFA
105
Voya Financial Advisors
Connecticut
$420K 321 +134 +72%
OC
106
Oppenheimer & Co
New York
$410K 317 -5 -2%
LFAS
107
Level Four Advisory Services
Texas
$388K 300 – –
TA
108
Teton Advisors
New York
$388K 300 +100 +50%
LC
109
Lourd Capital
California
$388K 300 +300 New
FHB
110
First Hawaiian Bank
Hawaii
$365K 282 +282 New
M&T Bank
111
M&T Bank
New York
$363K 280 -39 -12%
GI
112
GAMCO Investors
Connecticut
$356K 275 – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$341K 263 – –
SG
114
StoneX Group
New York
$339K 262 +15 +6%
BRWA
115
B. Riley Wealth Advisors
Florida
$334K 258 +8 +3%
CB
116
Commerce Bank
Missouri
$330K 255 +20 +9%
K
117
Kemper
Illinois
$324K 250 – –
EAM
118
Evanson Asset Management
California
$317K 245 – –
VCWA
119
Vanguard Capital Wealth Advisors
Colorado
$304K 235 – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$277K 214 +100 +88%
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$259K 200 – –
SGK
122
Steigerwald Gordon & Koch
Virginia
$259K 200 – –
Cohen & Steers
123
Cohen & Steers
New York
$259K 200 – –
MA
124
Menlo Advisors
California
$256K 198 – –
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$226K 175 – –
3 4
5
6 7