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Bank of America Series L

178 hedge funds and large institutions have $2.52B invested in Bank of America Series L in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 171178 (+7)

1% more capital invested

Capital invested by funds: $2.5B → $2.52B (+$25.1M)

3.54% less ownership

Funds ownership: 98.13%94.59% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
19
Increased
48
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
101
StoneX Group
New York
$738K +$255K +192 +57%
DWM
102
Darwin Wealth Management
Florida
$726K +$2.66K +2 +0.4%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$711K
M&T Bank
104
M&T Bank
New York
$683K +$70.5K +53 +12%
KPCM
105
Kings Point Capital Management
New York
$663K -$42.5K -32 -6%
CFN
106
Cordasco Financial Network
Florida
$645K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$635K +$259K +195 +73%
NFC
108
Northeast Financial Consultants
Connecticut
$620K
COI
109
Capital One Investing
Virginia
$620K +$6.65K +5 +1%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$582K +$564K +424 New
AG
111
Advisor Group
Arizona
$577K +$13.3K +10 +2%
PAG
112
Private Advisor Group
New Jersey
$567K +$574K +432 New
MCM
113
Marathon Capital Management
Maryland
$548K -$6.65K -5 -1%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$515K -$6.65K -5 -1%
HNB
115
Huntington National Bank
Ohio
$505K +$2.66K +2 +0.5%
MIC
116
Meridian Investment Counsel
California
$466K
VFA
117
Voya Financial Advisors
Connecticut
$459K +$2.66K +2 +0.6%
XWM
118
Xcel Wealth Management
Florida
$456K
EFS
119
Essex Financial Services
Connecticut
$449K
RMDI
120
R.M. Davis Inc
Maine
$425K +$412K +310 New
LFAS
121
Level Four Advisory Services
Texas
$412K
TA
122
Teton Advisors
New York
$412K
FHB
123
First Hawaiian Bank
Hawaii
$409K -$65.1K -49 -14%
GI
124
GAMCO Investors
Connecticut
$378K
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$368K +$25.3K +19 +8%