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Bank of America Series L

178 hedge funds and large institutions have $2.52B invested in Bank of America Series L in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 171178 (+7)

1% more capital invested

Capital invested by funds: $2.5B → $2.52B (+$25.1M)

3.54% less ownership

Funds ownership: 98.13%94.59% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
19
Increased
48
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
151
IMA Advisory Services
Colorado
$172K
AFIA
152
America First Investment Advisors
Nebraska
$156K
OAM
153
Oppenheimer Asset Management
New York
$148K +$10.6K +8 +8%
Citigroup
154
Citigroup
New York
$108K
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K
LA
156
Legacy Advisors
Pennsylvania
$96K +$93.1K +70 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$77K
SIM
158
Sonora Investment Management
Arizona
$77K
PA
159
Parallel Advisors
California
$69K
SA
160
SRH Advisors
Kansas
$69K
CFB
161
Cullen/Frost Bankers
Texas
$60K -$1.33K -1 -2%
BAMG
162
Brand Asset Management Group
Missouri
$55K
FWM
163
Focused Wealth Management
New York
$47K +$45.2K +34 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$44K -$7.98K -6 -16%
PH
165
Pinnacle Holdings
Oklahoma
$39.8K
CCM
166
Covington Capital Management
California
$34K
EWM
167
Endurance Wealth Management
Rhode Island
$34K
ETI
168
Enterprise Trust & Investment
California
$32K +$30.6K +23 New
BBHC
169
Brown Brothers Harriman & Co
New York
$27K
PFC
170
Phocas Financial Corp
California
$27K
AF
171
Allworth Financial
California
$18K
MRCM
172
M&R Capital Management
New Jersey
$16K
CB
173
CNB Bank
Pennsylvania
$16K +$16K +12 New
NIMC
174
NWQ Investment Management Company
California
$15K
JWA
175
JFS Wealth Advisors
Pennsylvania
$14K