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Bank of America Series L

150 hedge funds and large institutions have $2.22B invested in Bank of America Series L in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

14% more funds holding

Funds holding: 132150 (+18)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

2% less capital invested

Capital invested by funds: $2.27B → $2.22B (-$50.6M)

1.15% less ownership

Funds ownership: 101.17%100.02% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
3.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
29
Increased
37
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$149K -$6.17M -5,190 -98%
AFIA
127
America First Investment Advisors
Nebraska
$136K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$100K +$17.8K +15 +22%
Deutsche Bank
129
Deutsche Bank
Germany
$99K
IA
130
IFP Advisors
Florida
$84K
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$80K -$1.19K -1 -1%
SA
132
SRH Advisors
Kansas
$60K
PA
133
Parallel Advisors
California
$52K
TCOV
134
Trust Company of Vermont
Vermont
$48K
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.8K +$47.5K +40 New
Creative Planning
136
Creative Planning
Kansas
$42K -$25K -21 -38%
FWM
137
Focused Wealth Management
New York
$41K
PH
138
Pinnacle Holdings
Oklahoma
$34.7K
EWM
139
Endurance Wealth Management
Rhode Island
$30K
CAG
140
Crestwood Advisors Group
Massachusetts
$30K +$29.7K +25 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$27K +$27.3K +23 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$24K
SPIA
143
Steward Partners Investment Advisory
New York
$23K +$23.8K +20 New
CPIG
144
Chicago Partners Investment Group
Illinois
$18K
IWM
145
IHT Wealth Management
Illinois
$12K +$11.9K +10 New
RFM
146
Royal Fund Management
Florida
$8K
WTB
147
Washington Trust Bank
Washington
$8K
CCM
148
Cribstone Capital Management
Maine
$7K
NSIM
149
North Star Investment Management
Illinois
$5K +$4.75K +4 New
RFA
150
Reilly Financial Advisors
California
$4K +$3.56K +3 New