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Bank of America Series L
BAC.PRL

Overview Fund Activity

201 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
37
Increased
40
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$231M
2
CS
2
Credit Suisse
Switzerland
$73.2M
3
ACM
3
Advent Capital Management
New York
$170M
4
Victory Capital Management
4
Victory Capital Management
Texas
$53.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$6.76M
2
American Century Companies
2
American Century Companies
Missouri
$66M
3
MSL
3
Mackay Shields LLC
New York
$58.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$254K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$239K -$247K – –
PIA
153
Powell Investment Advisors
Florida
$232K +$232K +158 New
BRWA
154
B. Riley Wealth Advisors
Florida
$222K -$81.3K -56 -27%
AIC
155
Ameritas Investment Company
Nebraska
$222K – – –
NCM
156
Nelson Capital Management
California
$217K – – –
GT
157
Glenmede Trust
Pennsylvania
$217K – – –
RM
158
Resource Management
Louisiana
$210K – – –
XS
159
XR Securities
Illinois
$204K +$204K +141 New
PGIM
160
Pacific Global Investment Management
California
$201K – – –
SFS
161
Sowell Financial Services
Arkansas
$185K – – –
RA
162
Rational Advisors
New York
$185K +$185K +128 New
IAS
163
IMA Advisory Services
Colorado
$181K – – –
ECM
164
Elgethun Capital Management
South Dakota
$172K -$860K -595 -83%
AFIA
165
America First Investment Advisors
Nebraska
$165K – – –
OAM
166
Oppenheimer Asset Management
New York
$145K -$8.7K -6 -6%
FCA
167
FinTrust Capital Advisors
South Carolina
$136K +$136K +94 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$81K – – –
SIM
169
Sonora Investment Management
Arizona
$81K +$81K +56 New
SA
170
SRH Advisors
Kansas
$72K – – –
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K -$46.2K -32 -42%
CFB
172
Cullen/Frost Bankers
Texas
$64K – – –
PA
173
Parallel Advisors
California
$62K – – –
AF
174
Allworth Financial
California
$62K +$43.3K +30 +231%
BAMG
175
Brand Asset Management Group
Missouri
$58K – – –
5 6
7
8 9