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Bank of America Series L

171 hedge funds and large institutions have $2.5B invested in Bank of America Series L in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

9% more capital invested

Capital invested by funds: $2.3B → $2.5B (+$199M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 173171 (-2)

3.61% less ownership

Funds ownership: 101.74%98.13% (-3.6%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
14
Increased
44
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
101
Northeast Financial Consultants
Connecticut
$589K +$585K +452 New
COI
102
Capital One Investing
Virginia
$582K +$579K +447 New
M&T Bank
103
M&T Bank
New York
$579K
AG
104
Advisor Group
Arizona
$536K -$456K -352 -46%
MCM
105
Marathon Capital Management
Maryland
$527K -$6.47K -5 -1%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$495K -$16.8K -13 -3%
HNB
107
Huntington National Bank
Ohio
$476K -$2.59K -2 -0.5%
FHB
108
First Hawaiian Bank
Hawaii
$452K +$84.1K +65 +23%
SG
109
StoneX Group
New York
$447K +$123K +95 +39%
MIC
110
Meridian Investment Counsel
California
$443K
XWM
111
Xcel Wealth Management
Florida
$433K
VFA
112
Voya Financial Advisors
Connecticut
$432K +$3.88K +3 +0.9%
EFS
113
Essex Financial Services
Connecticut
$426K
IDA
114
Intelligence Driven Advisers
California
$406K -$129K -100 -24%
OC
115
Oppenheimer & Co
New York
$396K -$3.88K -3 -1%
TA
116
Teton Advisors
New York
$393K
LFAS
117
Level Four Advisory Services
Texas
$391K
GI
118
GAMCO Investors
Connecticut
$360K
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$349K +$347K +268 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$338K
CB
121
Commerce Bank
Missouri
$332K
LF
122
Lee Financial
Texas
$325K
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$324K +$185K +143 +135%
EAM
124
Evanson Asset Management
California
$319K
VCWA
125
Vanguard Capital Wealth Advisors
Colorado
$305K