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Bank of America Series L

197 hedge funds and large institutions have $2.41B invested in Bank of America Series L in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.23% more ownership

Funds ownership: 82.64%111.88% (+29%)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 193197 (+4)

1% less capital invested

Capital invested by funds: $2.44B → $2.41B (-$30.3M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.04%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.23%
New
19
Increased
53
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
126
Cordasco Financial Network
Florida
$544K
HNB
127
Huntington National Bank
Ohio
$534K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$523K
MIC
129
Meridian Investment Counsel
California
$456K
MA
130
Menlo Advisors
California
$425K +$183K +135 +74%
RMDI
131
R.M. Davis Inc
Maine
$416K
LFAS
132
Level Four Advisory Services
Texas
$403K
OC
133
Oppenheimer & Co
New York
$368K +$5.41K +4 +1%
OIA
134
OneDigital Investment Advisors
Kansas
$361K +$97.4K +72 +37%
HighTower Advisors
135
HighTower Advisors
Illinois
$351K -$406K -300 -53%
LF
136
Lee Financial
Texas
$336K
EAM
137
Evanson Asset Management
California
$329K
EM
138
Excalibur Management
Massachusetts
$323K -$2.71K -2 -0.8%
CB
139
Commerce Bank
Missouri
$315K -$27.1K -20 -8%
VCWA
140
Vanguard Capital Wealth Advisors
Colorado
$315K +$318K +235 New
BOM
141
Bank of Marin
California
$309K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$307K
CPIG
143
Chicago Partners Investment Group
Illinois
$297K +$4.06K +3 +2%
William Blair & Company
144
William Blair & Company
Illinois
$290K -$67.7K -50 -19%
V
145
Veritable
Delaware
$289K +$291K +215 New
AMIM
146
Aull & Monroe Investment Management
Alabama
$282K -$6.76K -5 -2%
GA
147
GFS Advisors
Texas
$275K +$54.1K +40 +24%
GCIA
148
Gabelli & Co Investment Advisers
New York
$270K
DI
149
Diligent Investors
California
$269K +$1.35K +1 +0.5%
Cohen & Steers
150
Cohen & Steers
New York
$268K