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Bank of America Series L

173 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

9% more funds holding

Funds holding: 159173 (+14)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.11% less ownership

Funds ownership: 101.85%101.74% (-0.11%)

0% less capital invested

Capital invested by funds: $2.31B → $2.3B (-$7.55M)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
3.85%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
28
Increased
42
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
101
Kings Point Capital Management
New York
$658K -$235K -185 -26%
RBFC
102
Roman Butler Fullerton & Co
Missouri
$568K +$569K +448 New
M&T Bank
103
M&T Bank
New York
$558K +$209K +165 +59%
WS
104
Wedbush Securities
California
$545K -$105K -83 -16%
IA
105
IFP Advisors
Florida
$545K +$57.1K +45 +12%
PAG
106
Private Advisor Group
New Jersey
$539K +$546K +430 New
FAAS
107
First Allied Advisory Services
California
$536K
IDA
108
Intelligence Driven Advisers
California
$516K +$523K +412 New
MCM
109
Marathon Capital Management
Maryland
$513K
DZ Bank
110
DZ Bank
Germany
$501K +$508K +400 New
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$492K -$12.7K -10 -2%
HNB
112
Huntington National Bank
Ohio
$461K +$465K +366 +18,300%
MIC
113
Meridian Investment Counsel
California
$426K
XWM
114
Xcel Wealth Management
Florida
$417K +$423K +333 New
EFS
115
Essex Financial Services
Connecticut
$410K -$559K -440 -57%
VFA
116
Voya Financial Advisors
Connecticut
$406K +$3.81K +3 +0.9%
OC
117
Oppenheimer & Co
New York
$385K -$12.7K -10 -3%
LFAS
118
Level Four Advisory Services
Texas
$376K
LC
119
Lourd Capital
California
$376K
TA
120
Teton Advisors
New York
$376K
FHB
121
First Hawaiian Bank
Hawaii
$353K
GI
122
GAMCO Investors
Connecticut
$345K
V
123
ValueWorks
New York
$333K +$338K +266 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$326K -$3.81K -3 -1%
BRWA
125
B. Riley Wealth Advisors
Florida
$323K