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Bank of America Series L
BAC.PRL

Overview Fund Activity

171 hedge funds and large institutions have $2.51B invested in Bank of America Series L in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
29
Increased
48
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$29.6M
2
American Century Companies
2
American Century Companies
Missouri
$294M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$14M
4
OCM
4
Oaktree Capital Management
California
$13.6M
5
RJA
5
Raymond James & Associates
Florida
$6.02M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.9M
4
CAM
4
Camden Asset Management
California
$56.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
SRH Advisors
Kansas
$66K – – –
PA
152
Parallel Advisors
California
$57K – – –
TCOV
153
Trust Company of Vermont
Vermont
$53K – – –
CCM
154
Covington Capital Management
California
$53K +$17.2K +13 +48%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.8K – – –
IWM
156
IHT Wealth Management
Illinois
$47K +$33.9K +26 +260%
FWM
157
Focused Wealth Management
New York
$45K – – –
PH
158
Pinnacle Holdings
Oklahoma
$38.3K – – –
EWM
159
Endurance Wealth Management
Rhode Island
$33K – – –
GRQ
160
Gardner Russo & Quinn
Pennsylvania
$28K +$28K +21 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
MFW
162
Mosaic Family Wealth
Missouri
$26K – – –
SPIA
163
Steward Partners Investment Advisory
New York
$26K +$26K +20 New
CA
164
Calton & Associates
Florida
$25K +$25K +20 New
CPIG
165
Chicago Partners Investment Group
Illinois
$20K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
FAIM
167
Financial Advocates Investment Management
Washington
$20K +$20K +15 New
JWA
168
JFS Wealth Advisors
Pennsylvania
$13K +$13K +10 New
CCM
169
Cribstone Capital Management
Maine
$12K – – –
WTB
170
Washington Trust Bank
Washington
$9K – – –
FA
171
Fortis Advisors
Pennsylvania
$8K -$8K – –
WA
172
Winfield Associates
Ohio
$7K – – –
TFS
173
TrustCore Financial Services
Tennessee
$7K +$7K +5 New
NSIM
174
North Star Investment Management
Illinois
$5K – – –
WT
175
Whittier Trust
California
$4K -$309K -232 -99%
4 5 6
7
8