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Bank of America Series L

152 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 22

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 150152 (+2)

5% more capital invested

Capital invested by funds: $2.22B → $2.32B (+$102M)

0.47% less ownership

Funds ownership: 100.02%99.55% (-0.47%)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.79%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
13
Increased
55
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$206K
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$202K +$199K +161 New
AII
128
AGF Investments Inc
Ontario, Canada
$200K
NCM
129
Nelson Capital Management
California
$189K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$174K +$66.7K +54 +64%
OAM
131
Oppenheimer Asset Management
New York
$160K
Citigroup
132
Citigroup
New York
$158K
IA
133
IFP Advisors
Florida
$151K +$61.7K +50 +71%
WT
134
Whittier Trust
California
$150K +$143K +116 +3,867%
AFIA
135
America First Investment Advisors
Nebraska
$144K
Deutsche Bank
136
Deutsche Bank
Germany
$104K
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$97K +$12.3K +10 +15%
Creative Planning
138
Creative Planning
Kansas
$82K +$37K +30 +86%
SA
139
SRH Advisors
Kansas
$63K
PA
140
Parallel Advisors
California
$56K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.5K
TCOV
142
Trust Company of Vermont
Vermont
$50K
FWM
143
Focused Wealth Management
New York
$43K
PH
144
Pinnacle Holdings
Oklahoma
$36.6K
EWM
145
Endurance Wealth Management
Rhode Island
$32K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$25K
SPIA
147
Steward Partners Investment Advisory
New York
$25K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.5K +15 New
AF
149
Allworth Financial
California
$13K
CCM
150
Cribstone Capital Management
Maine
$12K +$3.7K +3 +50%