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Bank of America Series L

202 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 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$254K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$239K
PIA
153
Powell Investment Advisors
Florida
$232K +$234K +158 New
BRWA
154
B. Riley Wealth Advisors
Florida
$222K -$83K -56 -27%
AIC
155
Ameritas Investment Company
Nebraska
$222K
GT
156
Glenmede Trust
Pennsylvania
$217K
NCM
157
Nelson Capital Management
California
$217K
RM
158
Resource Management
Louisiana
$210K
XS
159
XR Securities
Illinois
$204K +$209K +141 New
PGIM
160
Pacific Global Investment Management
California
$201K
SFS
161
Sowell Financial Services
Arkansas
$185K
RA
162
Rational Advisors
New York
$185K +$190K +128 New
IAS
163
IMA Advisory Services
Colorado
$181K
ECM
164
Elgethun Capital Management
South Dakota
$172K -$881K -595 -83%
AFIA
165
America First Investment Advisors
Nebraska
$165K
OAM
166
Oppenheimer Asset Management
New York
$145K -$8.89K -6 -6%
FCA
167
FinTrust Capital Advisors
South Carolina
$136K +$139K +94 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$81K
SIM
169
Sonora Investment Management
Arizona
$81K +$83K +56 New
SA
170
SRH Advisors
Kansas
$72K
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K -$47.4K -32 -42%
CFB
172
Cullen/Frost Bankers
Texas
$64K
PA
173
Parallel Advisors
California
$62K
AF
174
Allworth Financial
California
$62K +$44.4K +30 +231%
BAMG
175
Brand Asset Management Group
Missouri
$58K