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Bank of America Series L
BAC.PRL

Overview Fund Activity

165 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
13
Increased
44
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$309M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$42.6M
4
ACM
4
Advent Capital Management
New York
$67.4M
5
MSU
5
Mizuho Securities USA
New York
$5.04M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$643M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$13.4M
4
CAM
4
Camden Asset Management
California
$58.8M
5
GC
5
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cornerstone Wealth Management
Missouri
$48K +$48K +60,710 New
FHA
152
Flagship Harbor Advisors
Massachusetts
$47K +$47K +38 New
KC
153
KHP Capital
Oklahoma
$46K – – –
PH
154
Pinnacle Holdings
Oklahoma
$36.3K – – –
EWM
155
Endurance Wealth Management
Rhode Island
$31K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
MFW
157
Mosaic Family Wealth
Missouri
$25K – – –
SPIA
158
Steward Partners Investment Advisory
New York
$25K – – –
WT
159
Washington Trust
Rhode Island
$25K +$25K +20 New
AF
160
Allworth Financial
California
$13K -$13K – –
JWA
161
JFS Wealth Advisors
Pennsylvania
$13K – – –
CCM
162
Cribstone Capital Management
Maine
$11K – – –
NWM
163
Northwest Wealth Management
Iowa
$10K -$37.5K -30 -79%
WTB
164
Washington Trust Bank
Washington
$9K – – –
WA
165
WP Advisors
California
$9K +$9K +7 New
FA
166
Fortis Advisors
Pennsylvania
$8K -$8K – –
TFS
167
TrustCore Financial Services
Tennessee
$6K – – –
NSIM
168
North Star Investment Management
Illinois
$5K – – –
WT
169
Whittier Trust
California
$4K – – –
RFA
170
Reilly Financial Advisors
California
$4K +$4K +3 New
BFC
171
Bedel Financial Consulting
Indiana
$1K – – –
FRA
172
Front Row Advisors
California
$4 – – –
DCM
173
Dimension Capital Management
Florida
– -$771K -25,723 Closed
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
– -$137K -5,200 Closed
GC
175
Guggenheim Capital
Illinois
– -$3.41M -2,645 Closed
4 5 6
7
8