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Bank of America Series L

193 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

1.87% more ownership

Funds ownership: 80.77%82.64% (+1.9%)

4% less funds holding

Funds holding: 202193 (-9)

10% less capital invested

Capital invested by funds: $2.72B → $2.44B (-$279M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
193
Holders Change
-9
Holders Change %
-4.46%
% of All Funds
4.25%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Menlo Advisors
California
$230K
HA
152
HYA Advisors
Missouri
$227K
CWP
153
Capital Wealth Planning
Florida
$227K +$261K +179 New
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$222K
MAFM
155
Mid Atlantic Financial Management
Pennsylvania
$222K
GT
156
Glenmede Trust
Pennsylvania
$217K
GA
157
GFS Advisors
Texas
$209K +$241K +165 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$204K
PIA
159
Powell Investment Advisors
Florida
$203K
SFS
160
Sowell Financial Services
Arkansas
$162K
IAS
161
IMA Advisory Services
Colorado
$158K
BBHC
162
Brown Brothers Harriman & Co
New York
$133K +$124K +85 +425%
OAM
163
Oppenheimer Asset Management
New York
$125K -$1.46K -1 -1%
FCA
164
FinTrust Capital Advisors
South Carolina
$119K
LC
165
Lindbrook Capital
California
$72K +$29.2K +20 +54%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$71K
TCM
167
Tradewinds Capital Management
Washington
$70K +$21.9K +15 +38%
SA
168
SRH Advisors
Kansas
$63K
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K
CFB
170
Cullen/Frost Bankers
Texas
$56K
AF
171
Allworth Financial
California
$54K
PA
172
Parallel Advisors
California
$54K
BAMG
173
Brand Asset Management Group
Missouri
$51K
FHA
174
Flagship Harbor Advisors
Massachusetts
$42K
FWM
175
Focused Wealth Management
New York
$39K -$4.38K -3 -9%