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Bank of America Series L
BAC.PRL

Overview Fund Activity

162 hedge funds and large institutions have $2.34B invested in Bank of America Series L in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
14
Increased
41
Reduced
42
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$309M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$81.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$15.5M
4
CAM
4
Camden Asset Management
California
$69.4M
5
Ameriprise
5
Ameriprise
Minnesota
$42M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.7M
5
Wells Fargo
5
Wells Fargo
California
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
151
Pinnacle Holdings
Oklahoma
$37.4K – – –
EWM
152
Endurance Wealth Management
Rhode Island
$32K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
MFW
154
Mosaic Family Wealth
Missouri
$26K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$25K – – –
CPIG
156
Chicago Partners Investment Group
Illinois
$19K – – –
AF
157
Allworth Financial
California
$13K – – –
JWA
158
JFS Wealth Advisors
Pennsylvania
$13K – – –
CCM
159
Cribstone Capital Management
Maine
$12K – – –
WTB
160
Washington Trust Bank
Washington
$9K – – –
FA
161
Fortis Advisors
Pennsylvania
$8K -$8K – –
TFS
162
TrustCore Financial Services
Tennessee
$6K – – –
NSIM
163
North Star Investment Management
Illinois
$5K – – –
FRA
164
Front Row Advisors
California
$4K – – –
WT
165
Whittier Trust
California
$4K – – –
BFC
166
Bedel Financial Consulting
Indiana
$1K +$1K +1 New
SEI Investments
167
SEI Investments
Pennsylvania
– -$29.6M -203,579 Closed
State Street
168
State Street
Massachusetts
– -$107M -81,462 Closed
Russell Investments Group
169
Russell Investments Group
United Kingdom
– -$3.57M -2,700 Closed
MSU
170
Mizuho Securities USA
New York
– -$1.67M -1,271 Closed
CCP
171
Corient Capital Partners
California
– -$1.43M -1,084 Closed
KA
172
Kovack Advisors
Florida
– -$996K -755 Closed
HW
173
Hancock Whitney
Mississippi
– -$541K -410 Closed
SCM
174
Snow Capital Management
Pennsylvania
– -$492K -373 Closed
PAG
175
Pinnacle Advisory Group
Maryland
– -$464K -352 Closed
4 5 6
7
8