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Bank of America Series L
BAC.PRL

Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$55.8M
2
State Street
2
State Street
Massachusetts
$109M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$72.6M
4
VSI
4
Verde Servicos Internacionais
Brazil
$8.78M
5
Millennium Management
5
Millennium Management
New York
$7.29M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$82.5M
2
American Century Companies
2
American Century Companies
Missouri
$284M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.6M
4
CAM
4
Camden Asset Management
California
$61M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$149K 125 -5,190 -98%
AFIA
127
America First Investment Advisors
Nebraska
$136K 114 – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$100K 84 +15 +22%
Deutsche Bank
129
Deutsche Bank
Germany
$99K 83 – –
IA
130
IFP Advisors
Florida
$84K 70 – –
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$80K 67 -1 -1%
SA
132
SRH Advisors
Kansas
$60K 50 – –
PA
133
Parallel Advisors
California
$52K 43 – –
TCOV
134
Trust Company of Vermont
Vermont
$48K 40 – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.8K 40 +40 New
Creative Planning
136
Creative Planning
Kansas
$42K 35 -21 -38%
FWM
137
Focused Wealth Management
New York
$41K 34 – –
PH
138
Pinnacle Holdings
Oklahoma
$34.7K 29 – –
EWM
139
Endurance Wealth Management
Rhode Island
$30K 25 – –
CAG
140
Crestwood Advisors Group
Massachusetts
$30K 25 +25 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$27K 23 +23 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$24K 20 – –
SPIA
143
Steward Partners Investment Advisory
New York
$23K 20 +20 New
CPIG
144
Chicago Partners Investment Group
Illinois
$18K 15 – –
IWM
145
IHT Wealth Management
Illinois
$12K 10 +10 New
RFM
146
Royal Fund Management
Florida
$8K 7 – –
WTB
147
Washington Trust Bank
Washington
$8K 7 – –
CCM
148
Cribstone Capital Management
Maine
$7K 6 – –
NSIM
149
North Star Investment Management
Illinois
$5K 4 +4 New
RFA
150
Reilly Financial Advisors
California
$4K 3 +3 New
3 4 5
6
7