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Bank of America Series L

186 hedge funds and large institutions have $2.83B invested in Bank of America Series L in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $2.52B → $2.83B (+$311M)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

4% more funds holding

Funds holding: 178186 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

12.76% less ownership

Funds ownership: 94.59%81.83% (-13%)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
48
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
151
Pacific Global Investment Management
California
$208K +$199K +139 New
NNP
152
Nachman Norwood & Parrott
South Carolina
$204K +$194K +136 New
Wellington Management Group
153
Wellington Management Group
Massachusetts
$202K +$193K +135 New
SFS
154
Sowell Financial Services
Arkansas
$192K +$183K +128 New
IAS
155
IMA Advisory Services
Colorado
$187K
AFIA
156
America First Investment Advisors
Nebraska
$171K
OAM
157
Oppenheimer Asset Management
New York
$159K -$2.86K -2 -2%
KWA
158
KCS Wealth Advisory
California
$148K +$142K +99 New
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$84K
FAAS
161
First Allied Advisory Services
California
$79K +$75.8K +53 New
SA
162
SRH Advisors
Kansas
$75K
CFB
163
Cullen/Frost Bankers
Texas
$66K
PA
164
Parallel Advisors
California
$64K -$10K -7 -14%
BAMG
165
Brand Asset Management Group
Missouri
$60K +$57.2K +40 New
FWM
166
Focused Wealth Management
New York
$51K
FHA
167
Flagship Harbor Advisors
Massachusetts
$49K
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
$44K +$42.9K +30 New
PH
169
Pinnacle Holdings
Oklahoma
$43.5K
CCM
170
Covington Capital Management
California
$37K
EWM
171
Endurance Wealth Management
Rhode Island
$37K
ETI
172
Enterprise Trust & Investment
California
$34K
BBHC
173
Brown Brothers Harriman & Co
New York
$30K
PCG
174
Private Capital Group
Connecticut
$30K +$28.6K +20 New
VRM
175
Vectors Research Management
New York
$30K +$28.6K +20 New