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Bank of America Series L

186 hedge funds and large institutions have $2.83B invested in Bank of America Series L in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $2.52B → $2.83B (+$311M)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

4% more funds holding

Funds holding: 178186 (+8)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

12.76% less ownership

Funds ownership: 94.59%81.83% (-13%)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
48
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
176
NWQ Investment Management Company
California
$22K
UCFA
177
United Capital Financial Advisors
Texas
$22K +$21.4K +15 New
AF
178
Allworth Financial
California
$19K +$18.6K +13 New
CB
179
CNB Bank
Pennsylvania
$18K
NFG
180
Next Financial Group
Texas
$15K -$14.3K -10 Closed
JWA
181
JFS Wealth Advisors
Pennsylvania
$15K
MCM
182
Manchester Capital Management
Vermont
$15K
ONST
183
Old North State Trust
North Carolina
$15K
MWP
184
MYCIO Wealth Partners
Pennsylvania
$15K +$14.3K +10 New
CCM
185
Cribstone Capital Management
Maine
$13K
SPIA
186
Steward Partners Investment Advisory
New York
$9K
FA
187
Fortis Advisors
Pennsylvania
$9K +$8.58K +6 New
RFA
188
Reilly Financial Advisors
California
$4K
WT
189
Whittier Trust
California
$4K
BFC
190
Bedel Financial Consulting
Indiana
$1K
GT
191
Glenmede Trust
Pennsylvania
$224
IRM
192
Income Research & Management
Massachusetts
-$3.69M -2,695 Closed
EIA
193
Edgemoor Investment Advisors
Maryland
-$3.45M -2,512 Closed
LCM
194
LDR Capital Management
New York
-$2.7M -1,962 Closed
Mariner
195
Mariner
Kansas
-$1.77M -1,289 Closed
CCB
196
Cutter & Co Brokerage
Missouri
-$1.63M -1,191 Closed
TFCM
197
Taylor Frigon Capital Management
Arizona
-$994K -725 Closed
AWA
198
Arete Wealth Advisors
Illinois
-$991K -722 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
-$582K -424 Closed
LA
200
Legacy Advisors
Pennsylvania
-$96K -70 Closed