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Bank of America Series L

210 hedge funds and large institutions have $2.65B invested in Bank of America Series L in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $2.41B → $2.65B (+$232M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 197210 (+13)

2.64% more ownership

Funds ownership: 111.88%114.51% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
23
Increased
49
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Strategic Advisors
New York
$1.27M +$4.4K +3 +0.4%
MFG
102
Magnus Financial Group
New York
$1.26M +$230K +157 +23%
WB
103
Webster Bank
Connecticut
$1.25M -$73.3K -50 -6%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$1.05M +720 New
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.04M +$22K +15 +2%
SI
106
Stephens Inc
Arkansas
$1.01M
KWA
107
KCS Wealth Advisory
California
$979K +$61.5K +42 +7%
SG
108
StoneX Group
New York
$937K +$63K +43 +7%
Osaic Holdings
109
Osaic Holdings
Arizona
$921K -$77.7K -53 -8%
LWAC
110
Laurel Wealth Advisors (California)
California
$908K -$73.3K -50 -8%
TA
111
Teton Advisors
New York
$896K
PWP
112
Principle Wealth Partners
Connecticut
$863K
WS
113
Wedbush Securities
California
$826K +$30.8K +21 +4%
JIC
114
Joel Isaacson & Co
New York
$824K +$99.6K +68 +14%
EVM
115
Eaton Vance Management
Massachusetts
$789K
RBFC
116
Roman Butler Fullerton & Co
Missouri
$771K
APA
117
American Portfolios Advisors
New York
$754K
CF
118
Centaurus Financial
California
$746K -$207K -141 -22%
AIC
119
Ameritas Investment Company
Nebraska
$745K
ICM
120
Islay Capital Management
Texas
$744K
RVPG
121
Relative Value Partners Group
$713K +$76.2K +52 +12%
ISWM
122
Independent Solutions Wealth Management
New York
$689K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$685K +$103K +70 +18%
NFC
124
Northeast Financial Consultants
Connecticut
$679K
COF
125
Capital One Financial
Virginia
$673K