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Bank of America Series L

202 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$840K
APA
102
American Portfolios Advisors
New York
$819K -$32.6K -22 -4%
DWM
103
Darwin Wealth Management
Florida
$758K -$7.41K -5 -0.9%
RBFC
104
Roman Butler Fullerton & Co
Missouri
$751K
ICM
105
Islay Capital Management
Texas
$725K +$741K +500 New
NFC
106
Northeast Financial Consultants
Connecticut
$655K
CONA
107
Capital One National Association
New York
$655K +$670K +452 New
RVPG
108
Relative Value Partners Group
$652K -$7.41K -5 -1%
CWM
109
Calamos Wealth Management
Illinois
$630K +$11.8K +8 +2%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$607K +$139K +94 +29%
KWA
111
KCS Wealth Advisory
California
$607K +$474K +320 +323%
HWM
112
Hohimer Wealth Management
Washington
$593K +$606K +409 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$590K -$10.4K -7 -2%
CFN
114
Cordasco Financial Network
Florida
$587K -$96.3K -65 -14%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$571K +$323K +218 +124%
AG
116
Advisor Group
Arizona
$539K +$54.8K +37 +11%
HNB
117
Huntington National Bank
Ohio
$533K
MIC
118
Meridian Investment Counsel
California
$493K
XWM
119
Xcel Wealth Management
Florida
$482K
RMDI
120
R.M. Davis Inc
Maine
$449K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$435K -$19.3K -13 -4%
LFAS
122
Level Four Advisory Services
Texas
$435K
OC
123
Oppenheimer & Co
New York
$414K +$424K +286 New
GI
124
GAMCO Investors
Connecticut
$402K
William Blair & Company
125
William Blair & Company
Illinois
$390K -$44.4K -30 -10%