We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

178 hedge funds and large institutions have $2.52B invested in Bank of America Series L in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 171178 (+7)

1% more capital invested

Capital invested by funds: $2.5B → $2.52B (+$25.1M)

3.54% less ownership

Funds ownership: 98.13%94.59% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
19
Increased
48
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
176
Old North State Trust
North Carolina
$14K
MCM
177
Manchester Capital Management
Vermont
$14K +$13.3K +10 New
NFG
178
Next Financial Group
Texas
$14K +$13.3K +10 New
CFA
179
Carroll Financial Associates
North Carolina
$13K +$13.3K +10 New
CCM
180
Cribstone Capital Management
Maine
$12K
FA
181
Fortis Advisors
Pennsylvania
$8K
SPIA
182
Steward Partners Investment Advisory
New York
$8K +$7.98K +6 New
RFA
183
Reilly Financial Advisors
California
$4K
WT
184
Whittier Trust
California
$4K
BFC
185
Bedel Financial Consulting
Indiana
$1K
GT
186
Glenmede Trust
Pennsylvania
$205
AAMU
187
Amundi Asset Management US
Massachusetts
-$78.8M -60,533 Closed
IDA
188
Intelligence Driven Advisers
California
-$406K -312 Closed
OC
189
Oppenheimer & Co
New York
-$396K -304 Closed
NEPWA
190
New England Private Wealth Advisors
Massachusetts
-$260K -200 Closed
AIC
191
Ameritas Investment Company
Nebraska
-$199K -153 Closed
OWD
192
Osborn Williams & Donohoe
Ohio
-$66K -50 Closed
MFW
193
Mosaic Family Wealth
Missouri
-$26K -20 Closed
PCG
194
Private Capital Group
Connecticut
-$26K -20 Closed
NWM
195
Northwest Wealth Management
Iowa
-$10K -8 Closed
WTB
196
Washington Trust Bank
Washington
-$9K -7 Closed
NSIM
197
North Star Investment Management
Illinois
-$5K -4 Closed