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Bank of America Series L

197 hedge funds and large institutions have $2.41B invested in Bank of America Series L in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.23% more ownership

Funds ownership: 82.64%111.88% (+29%)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 193197 (+4)

1% less capital invested

Capital invested by funds: $2.44B → $2.41B (-$30.3M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.04%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.23%
New
19
Increased
53
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$904K -$81.2K -60 -8%
LWAC
102
Laurel Wealth Advisors (California)
California
$886K +$2.71K +2 +0.3%
CF
103
Centaurus Financial
California
$863K -$32.5K -24 -4%
KWA
104
KCS Wealth Advisory
California
$827K +$120K +89 +17%
CAC
105
Certified Advisory Corp
Florida
$823K
TA
106
Teton Advisors
New York
$809K
SG
107
StoneX Group
New York
$789K -$25.7K -19 -3%
PWP
108
Principle Wealth Partners
Connecticut
$778K
AIC
109
Ameritas Investment Company
Nebraska
$745K -$51.4K -38 -6%
WS
110
Wedbush Securities
California
$717K -$46K -34 -6%
EVM
111
Eaton Vance Management
Massachusetts
$711K
RBFC
112
Roman Butler Fullerton & Co
Missouri
$695K
APA
113
American Portfolios Advisors
New York
$680K +$35.2K +26 +5%
ICM
114
Islay Capital Management
Texas
$671K -$676K -500 Closed
JIC
115
Joel Isaacson & Co
New York
$652K +$658K +486 New
ISWM
116
Independent Solutions Wealth Management
New York
$621K -$221K -163 -26%
DWM
117
Darwin Wealth Management
Florida
$618K -$67.7K -50 -10%
NFC
118
Northeast Financial Consultants
Connecticut
$612K +$2.71K +2 +0.4%
COF
119
Capital One Financial
Virginia
$607K
SEI Investments
120
SEI Investments
Pennsylvania
$593K -$541K -400 -48%
RVPG
121
Relative Value Partners Group
$581K
XWM
122
Xcel Wealth Management
Florida
$581K
HWM
123
Hohimer Wealth Management
Washington
$573K
CWM
124
Calamos Wealth Management
Illinois
$565K -$18.9K -14 -3%
M&T Bank
125
M&T Bank
New York
$561K