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Bank of America Series L

202 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$384K
CB
127
Commerce Bank
Missouri
$369K
EFS
128
Essex Financial Services
Connecticut
$368K -$71.1K -48 -16%
FHB
129
First Hawaiian Bank
Hawaii
$362K -$1.48K -1 -0.4%
LF
130
Lee Financial
Texas
$362K
LOAME
131
Lombard Odier Asset Management (Europe)
United Kingdom
$362K +$370K +250 New
EM
132
Excalibur Management
Massachusetts
$358K +$366K +247 New
EAM
133
Evanson Asset Management
California
$355K -$104K -70 -22%
Citadel Advisors
134
Citadel Advisors
Florida
$345K +$353K +238 New
VCWA
135
Vanguard Capital Wealth Advisors
Colorado
$340K
BOM
136
Bank of Marin
California
$333K +$341K +230 New
MFG
137
Magnus Financial Group
New York
$323K +$23.7K +16 +8%
PCM
138
Pennsylvania Capital Management
Pennsylvania
$319K +$326K +220 New
AMIM
139
Aull & Monroe Investment Management
Alabama
$311K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$310K
CPIG
141
Chicago Partners Investment Group
Illinois
$297K +$34.1K +23 +13%
Cohen & Steers
142
Cohen & Steers
New York
$290K
HCA
143
Harbour Capital Advisors
Virginia
$290K
SGK
144
Steigerwald Gordon & Koch
Virginia
$290K
OIA
145
OneDigital Investment Advisors
Kansas
$285K
WW
146
Westshore Wealth
California
$274K +$280K +189 New
MA
147
Menlo Advisors
California
$263K
HA
148
HYA Advisors
Missouri
$259K +$265K +179 New
GCIA
149
Gabelli & Co Investment Advisers
New York
$256K
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$254K -$259K -175 Closed