We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

171 hedge funds and large institutions have $2.5B invested in Bank of America Series L in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

9% more capital invested

Capital invested by funds: $2.3B → $2.5B (+$199M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 173171 (-2)

3.61% less ownership

Funds ownership: 101.74%98.13% (-3.6%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
14
Increased
44
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$299K -$36.2K -28 -11%
AMIM
127
Aull & Monroe Investment Management
Alabama
$293K +$291K +225 New
PSG
128
Planning Solutions Group
Maryland
$285K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$279K
MFG
130
Magnus Financial Group
New York
$269K +$268K +207 New
Cohen & Steers
131
Cohen & Steers
New York
$260K
HCA
132
Harbour Capital Advisors
Virginia
$260K
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$260K
SGK
134
Steigerwald Gordon & Koch
Virginia
$260K
MA
135
Menlo Advisors
California
$257K
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$231K
GCIA
137
Gabelli & Co Investment Advisers
New York
$229K
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$228K +$227K +175 New
CPIG
139
Chicago Partners Investment Group
Illinois
$226K +$2.59K +2 +1%
DI
140
Diligent Investors
California
$223K
FNBOSM
141
First National Bank of South Miami
Florida
$220K
William Blair & Company
142
William Blair & Company
Illinois
$202K +$19.4K +15 +11%
AIC
143
Ameritas Investment Company
Nebraska
$199K
NCM
144
Nelson Capital Management
California
$195K
IAS
145
IMA Advisory Services
Colorado
$163K
AFIA
146
America First Investment Advisors
Nebraska
$148K
OAM
147
Oppenheimer Asset Management
New York
$130K -$11.7K -9 -8%
Citigroup
148
Citigroup
New York
$103K -$6.47M -5,000 -98%
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$73K