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Bank of America Series L

210 hedge funds and large institutions have $2.65B invested in Bank of America Series L in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $2.41B → $2.65B (+$232M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 197210 (+13)

2.64% more ownership

Funds ownership: 111.88%114.51% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
23
Increased
49
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
151
ValueWorks
New York
$302K +$297K +203 New
CPIG
152
Chicago Partners Investment Group
Illinois
$301K +$5.86K +4 +2%
GCIA
153
Gabelli & Co Investment Advisers
New York
$299K
Cohen & Steers
154
Cohen & Steers
New York
$298K
SGK
155
Steigerwald Gordon & Koch
Virginia
$298K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$278K +$274K +187 New
William Blair & Company
157
William Blair & Company
Illinois
$277K -$44K -30 -14%
NIMC
158
NWQ Investment Management Company
California
$277K
HF
159
HRT Financial
New York
$272K +$268K +183 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$271K -$41.7M -28,435 -99%
HA
161
HYA Advisors
Missouri
$266K
Creative Planning
162
Creative Planning
Kansas
$266K +$20.5K +14 +8%
BRWA
163
B. Riley Wealth Advisors
Florida
$264K
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$260K
MAFM
165
Mid Atlantic Financial Management
Pennsylvania
$260K
PIA
166
Powell Investment Advisors
Florida
$252K -$20.5K -14 -8%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$245K
DI
168
Diligent Investors
California
$240K -$58.6K -40 -20%
GT
169
Glenmede Trust
Pennsylvania
$223K
NCM
170
Nelson Capital Management
California
$223K
RM
171
Resource Management
Louisiana
$216K +$212K +145 New
LCC
172
Lincoln Capital Corp
Rhode Island
$214K +$211K +144 New
PGIM
173
Pacific Global Investment Management
California
$207K +$204K +139 New
NNP
174
Nachman Norwood & Parrott
South Carolina
$202K +$199K +136 New
Wellington Management Group
175
Wellington Management Group
Massachusetts
$201K +$198K +135 New