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

Bank of America Series L

210 hedge funds and large institutions have $2.65B invested in Bank of America Series L in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $2.41B → $2.65B (+$232M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 197210 (+13)

2.64% more ownership

Funds ownership: 111.88%114.51% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
23
Increased
49
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
126
Xcel Wealth Management
Florida
$644K
HWM
127
Hohimer Wealth Management
Washington
$626K
M&T Bank
128
M&T Bank
New York
$622K
CWM
129
Calamos Wealth Management
Illinois
$604K -$22K -15 -4%
CFN
130
Cordasco Financial Network
Florida
$603K
SEI Investments
131
SEI Investments
Pennsylvania
$565K -$90.8K -62 -14%
DWM
132
Darwin Wealth Management
Florida
$538K -$145K -99 -21%
MA
133
Menlo Advisors
California
$471K
RMDI
134
R.M. Davis Inc
Maine
$461K
LFAS
135
Level Four Advisory Services
Texas
$446K
OIA
136
OneDigital Investment Advisors
Kansas
$418K +$17.6K +12 +4%
HighTower Advisors
137
HighTower Advisors
Illinois
$390K
EFS
138
Essex Financial Services
Connecticut
$378K +$95.2K +65 +34%
LF
139
Lee Financial
Texas
$372K
EAM
140
Evanson Asset Management
California
$365K
EM
141
Excalibur Management
Massachusetts
$359K
PA
142
Parallel Advisors
California
$359K +$275K +188 +355%
V
143
Veritable
Delaware
$357K +$36.6K +25 +12%
CB
144
Commerce Bank
Missouri
$350K
OC
145
Oppenheimer & Co
New York
$348K -$58.6K -40 -15%
BOM
146
Bank of Marin
California
$342K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$341K
PCM
148
Pennsylvania Capital Management
Pennsylvania
$328K +$322K +220 New
AMIM
149
Aull & Monroe Investment Management
Alabama
$312K
GA
150
GFS Advisors
Texas
$305K