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Bank of America Series L

173 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

9% more funds holding

Funds holding: 159173 (+14)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

0.11% less ownership

Funds ownership: 101.85%101.74% (-0.11%)

0% less capital invested

Capital invested by funds: $2.31B → $2.3B (-$7.55M)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
3.85%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
28
Increased
42
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fortis Advisors
Pennsylvania
$8K
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$8K +$8.89K +7 New
NSIM
178
North Star Investment Management
Illinois
$5K
RFA
179
Reilly Financial Advisors
California
$4K
WT
180
Whittier Trust
California
$4K
BFC
181
Bedel Financial Consulting
Indiana
$1K
GT
182
Glenmede Trust
Pennsylvania
$187
CF
183
Centaurus Financial
California
$1 +$863K +680 +68,000%
FAIM
184
Financial Advocates Investment Management
Washington
-$2.03M -68,176 Closed
CWM
185
Cornerstone Wealth Management
Missouri
-$48K -61,597 Closed
VSI
186
Verde Servicos Internacionais
Brazil
-$6.25M -5,000 Closed
BHTS
187
Bar Harbor Trust Services
Maine
-$1.94M -1,495 Closed
AA
188
Ancora Advisors
Ohio
-$1.09M -844 Closed
PFM
189
Probabilities Fund Management
New York
-$557K -430 Closed
LA
190
Legacy Advisors
Pennsylvania
-$91K -70 Closed
AAIM
191
Asset Advisors Investment Management
Georgia
-$65K -50 Closed
TCOV
192
Trust Company of Vermont
Vermont
-$52K -40 Closed
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
-$26K -20 Closed
SPIA
194
Steward Partners Investment Advisory
New York
-$26K -20 Closed
TPWA
195
TRUE Private Wealth Advisors
Oregon
-$5.25K -4 Closed