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Bank of America Series L

173 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

9% more funds holding

Funds holding: 159173 (+14)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.11% less ownership

Funds ownership: 101.85%101.74% (-0.11%)

0% less capital invested

Capital invested by funds: $2.31B → $2.3B (-$7.55M)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
3.85%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
28
Increased
42
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$319K
LF
127
Lee Financial
Texas
$313K +$317K +250 New
SG
128
StoneX Group
New York
$310K -$22.9K -18 -7%
EAM
129
Evanson Asset Management
California
$307K
VCWA
130
Vanguard Capital Wealth Advisors
Colorado
$294K
PSG
131
Planning Solutions Group
Maryland
$274K +$278K +219 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$268K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$264K +$268K +211 New
HCA
134
Harbour Capital Advisors
Virginia
$251K -$96.9M -76,292 -100%
Cohen & Steers
135
Cohen & Steers
New York
$251K
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$251K
SGK
137
Steigerwald Gordon & Koch
Virginia
$251K
MA
138
Menlo Advisors
California
$247K
GCIA
139
Gabelli & Co Investment Advisers
New York
$220K
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$219K -$222K -175 Closed
FNBOSM
141
First National Bank of South Miami
Florida
$219K +$215K +169 New
DI
142
Diligent Investors
California
$214K +$1.27K +1 +0.6%
CPIG
143
Chicago Partners Investment Group
Illinois
$213K +$2.54K +2 +1%
AIC
144
Ameritas Investment Company
Nebraska
$192K +$194K +153 New
NCM
145
Nelson Capital Management
California
$188K
William Blair & Company
146
William Blair & Company
Illinois
$175K -$15.2K -12 -8%
IAS
147
IMA Advisory Services
Colorado
$157K
AFIA
148
America First Investment Advisors
Nebraska
$143K
OAM
149
Oppenheimer Asset Management
New York
$137K +$138K +109 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$133K -$21.6K -17 -14%