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Bank of America Series L

171 hedge funds and large institutions have $2.5B invested in Bank of America Series L in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

9% more capital invested

Capital invested by funds: $2.3B → $2.5B (+$199M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 173171 (-2)

3.61% less ownership

Funds ownership: 101.74%98.13% (-3.6%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
14
Increased
44
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Sonora Investment Management
Arizona
$73K
OWD
152
Osborn Williams & Donohoe
Ohio
$66K +$64.7K +50 New
PA
153
Parallel Advisors
California
$65K
SA
154
SRH Advisors
Kansas
$65K
CFB
155
Cullen/Frost Bankers
Texas
$59K +$58.2K +45 New
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K
BAMG
157
Brand Asset Management Group
Missouri
$52K
FHA
158
Flagship Harbor Advisors
Massachusetts
$50K
PH
159
Pinnacle Holdings
Oklahoma
$37.8K
CCM
160
Covington Capital Management
California
$33K
EWM
161
Endurance Wealth Management
Rhode Island
$33K
BBHC
162
Brown Brothers Harriman & Co
New York
$26K
MFW
163
Mosaic Family Wealth
Missouri
$26K
PCG
164
Private Capital Group
Connecticut
$26K +$25.9K +20 New
AF
165
Allworth Financial
California
$17K
MRCM
166
M&R Capital Management
New Jersey
$15K
JWA
167
JFS Wealth Advisors
Pennsylvania
$13K
ONST
168
Old North State Trust
North Carolina
$13K
CCM
169
Cribstone Capital Management
Maine
$12K
NWM
170
Northwest Wealth Management
Iowa
$10K
WTB
171
Washington Trust Bank
Washington
$9K
FA
172
Fortis Advisors
Pennsylvania
$8K
NSIM
173
North Star Investment Management
Illinois
$5K
RFA
174
Reilly Financial Advisors
California
$4K
WT
175
Whittier Trust
California
$4K