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Bank of America Series L

178 hedge funds and large institutions have $2.52B invested in Bank of America Series L in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 171178 (+7)

1% more capital invested

Capital invested by funds: $2.5B → $2.52B (+$25.1M)

3.54% less ownership

Funds ownership: 98.13%94.59% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
19
Increased
48
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$364K +$352K +265 New
William Blair & Company
127
William Blair & Company
Illinois
$361K +$144K +108 +70%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$358K
CB
129
Commerce Bank
Missouri
$350K
LF
130
Lee Financial
Texas
$343K
EAM
131
Evanson Asset Management
California
$336K
VCWA
132
Vanguard Capital Wealth Advisors
Colorado
$322K
BRWA
133
B. Riley Wealth Advisors
Florida
$315K -$1.33K -1 -0.4%
PSG
134
Planning Solutions Group
Maryland
$300K
AMIM
135
Aull & Monroe Investment Management
Alabama
$295K -$13.3K -10 -4%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$294K
MFG
137
Magnus Financial Group
New York
$284K
Cohen & Steers
138
Cohen & Steers
New York
$274K
HCA
139
Harbour Capital Advisors
Virginia
$274K
SGK
140
Steigerwald Gordon & Koch
Virginia
$274K
OIA
141
OneDigital Investment Advisors
Kansas
$270K +$262K +197 New
MA
142
Menlo Advisors
California
$249K -$21.3K -16 -8%
FNBOSM
143
First National Bank of South Miami
Florida
$240K
GCIA
144
Gabelli & Co Investment Advisers
New York
$240K
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$240K
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$240K +$233K +175 New
CPIG
147
Chicago Partners Investment Group
Illinois
$239K +$3.99K +3 +2%
DI
148
Diligent Investors
California
$236K +$1.33K +1 +0.6%
NCM
149
Nelson Capital Management
California
$206K
TSS
150
Two Sigma Securities
New York
$206K +$199K +150 New