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Bank of America Series L

165 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2% more funds holding

Funds holding: 162165 (+3)

0.39% more ownership

Funds ownership: 98.02%98.41% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

10% less capital invested

Capital invested by funds: $2.34B → $2.09B (-$245M)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
13
Increased
44
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$219K
GCIA
127
Gabelli & Co Investment Advisers
New York
$219K
DI
128
Diligent Investors
California
$213K
IA
129
IFP Advisors
Florida
$206K +$19K +15 +10%
CPIG
130
Chicago Partners Investment Group
Illinois
$205K +$189K +149 +993%
AII
131
AGF Investments Inc
Ontario, Canada
$198K
William Blair & Company
132
William Blair & Company
Illinois
$190K
NCM
133
Nelson Capital Management
California
$188K
IAS
134
IMA Advisory Services
Colorado
$156K +$159K +125 New
AFIA
135
America First Investment Advisors
Nebraska
$143K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$143K
PFA
137
Pathway Financial Advisors
Vermont
$125K
Citigroup
138
Citigroup
New York
$119K +$121K +95 New
GT
139
Glenmede Trust
Pennsylvania
$106K
LA
140
Legacy Advisors
Pennsylvania
$88K
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$79K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$70K
SIM
143
Sonora Investment Management
Arizona
$70K
SA
144
SRH Advisors
Kansas
$63K
AAC
145
Asset Advisors Corp
Georgia
$63K +$63.4K +50 New
PA
146
Parallel Advisors
California
$53K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50K
BAMG
148
Brand Asset Management Group
Missouri
$50K
CCM
149
Covington Capital Management
California
$50K
TCOV
150
Trust Company of Vermont
Vermont
$50K