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Bank of America Series L

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.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $2.09B → $2.31B (+$216M)

3.44% more ownership

Funds ownership: 98.41%101.85% (+3.4%)

4% less funds holding

Funds holding: 165159 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$522K -$193K -150 -27%
IA
102
IFP Advisors
Florida
$505K +$289K +225 +136%
KC
103
KHP Capital
Oklahoma
$480K
MIC
104
Meridian Investment Counsel
California
$440K
VFA
105
Voya Financial Advisors
Connecticut
$420K +$172K +134 +72%
OC
106
Oppenheimer & Co
New York
$410K -$6.42K -5 -2%
LFAS
107
Level Four Advisory Services
Texas
$388K
TA
108
Teton Advisors
New York
$388K +$128K +100 +50%
LC
109
Lourd Capital
California
$388K +$385K +300 New
FHB
110
First Hawaiian Bank
Hawaii
$365K +$362K +282 New
M&T Bank
111
M&T Bank
New York
$363K -$50.1K -39 -12%
GI
112
GAMCO Investors
Connecticut
$356K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$341K
SG
114
StoneX Group
New York
$339K +$19.3K +15 +6%
BRWA
115
B. Riley Wealth Advisors
Florida
$334K +$10.3K +8 +3%
CB
116
Commerce Bank
Missouri
$330K +$25.7K +20 +9%
K
117
Kemper
Illinois
$324K
EAM
118
Evanson Asset Management
California
$317K
VCWA
119
Vanguard Capital Wealth Advisors
Colorado
$304K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$277K +$128K +100 +88%
Cohen & Steers
121
Cohen & Steers
New York
$259K
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$259K
SGK
123
Steigerwald Gordon & Koch
Virginia
$259K
MA
124
Menlo Advisors
California
$256K
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$226K