We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

193 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

1.87% more ownership

Funds ownership: 80.77%82.64% (+1.9%)

4% less funds holding

Funds holding: 202193 (-9)

10% less capital invested

Capital invested by funds: $2.72B → $2.44B (-$279M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
193
Holders Change
-9
Holders Change %
-4.46%
% of All Funds
4.25%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
101
Independent Solutions Wealth Management
New York
$793K -$46.7K -32 -5%
CAC
102
Certified Advisory Corp
Florida
$776K -$21.9K -15 -2%
TA
103
Teton Advisors
New York
$775K
SG
104
StoneX Group
New York
$769K +$24.8K +17 +3%
AIC
105
Ameritas Investment Company
Nebraska
$751K +$642K +440 +288%
PWP
106
Principle Wealth Partners
Connecticut
$734K
WS
107
Wedbush Securities
California
$719K -$70.1K -48 -8%
HighTower Advisors
108
HighTower Advisors
Illinois
$712K +$820K +562 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$706K +$220K +151 +37%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$693K -$613K -420 -43%
EVM
111
Eaton Vance Management
Massachusetts
$671K +$387K +265 +100%
KWA
112
KCS Wealth Advisory
California
$667K +$158K +108 +26%
RBFC
113
Roman Butler Fullerton & Co
Missouri
$656K
DWM
114
Darwin Wealth Management
Florida
$645K -$17.5K -12 -2%
CIM
115
Chiron Investment Management
New York
$633K
ICM
116
Islay Capital Management
Texas
$633K
APA
117
American Portfolios Advisors
New York
$609K -$123K -84 -15%
HWM
118
Hohimer Wealth Management
Washington
$575K +$26.3K +18 +4%
NFC
119
Northeast Financial Consultants
Connecticut
$574K +$2.92K +2 +0.4%
COF
120
Capital One Financial
Virginia
$572K +$660K +452 New
CWM
121
Calamos Wealth Management
Illinois
$551K
XWM
122
Xcel Wealth Management
Florida
$548K +$146K +100 +30%
RVPG
123
Relative Value Partners Group
$540K -$33.6K -23 -5%
M&T Bank
124
M&T Bank
New York
$529K +$610K +418 New
CFN
125
Cordasco Financial Network
Florida
$513K