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Bank of America Series L
BAC.PRL

Overview Fund Activity

201 hedge funds and large institutions have $2.72B invested in Bank of America Series L in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
37
Increased
40
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$231M
2
CS
2
Credit Suisse
Switzerland
$73.2M
3
ACM
3
Advent Capital Management
New York
$170M
4
Victory Capital Management
4
Victory Capital Management
Texas
$53.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$6.76M
2
American Century Companies
2
American Century Companies
Missouri
$66M
3
MSL
3
Mackay Shields LLC
New York
$58.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Tradewinds Capital Management
Washington
$58K +$58K +40 New
LC
177
Lindbrook Capital
California
$54K +$54K +37 New
FWM
178
Focused Wealth Management
New York
$49K – – –
FHA
179
Flagship Harbor Advisors
Massachusetts
$48K +$1.46K +1 +3%
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
California
$43K – – –
PH
181
Pinnacle Holdings
Oklahoma
$42K – – –
EWM
182
Endurance Wealth Management
Rhode Island
$36K – – –
CCM
183
Covington Capital Management
California
$36K – – –
ASN
184
Advisory Services Network
Georgia
$33K +$33K +23 New
VRM
185
Vectors Research Management
New York
$29K – – –
BBHC
186
Brown Brothers Harriman & Co
New York
$29K – – –
SL
187
Savior LLC
Massachusetts
$28K +$28K +19 New
CA
188
Crewe Advisors
Utah
$23K +$23K +16 New
NIMC
189
NWQ Investment Management Company
California
$22K -$22K – –
CB
190
CNB Bank
Pennsylvania
$17K – – –
MRCM
191
M&R Capital Management
New Jersey
$17K +$17K +12 New
ONST
192
Old North State Trust
North Carolina
$14K – – –
MWP
193
MYCIO Wealth Partners
Pennsylvania
$14K – – –
MCM
194
Manchester Capital Management
Vermont
$14K – – –
JWA
195
JFS Wealth Advisors
Pennsylvania
$14K – – –
LWCFA
196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14K +10 New
CFA
197
Carroll Financial Associates
North Carolina
$14K +$14K +10 New
AAP
198
Arax Advisory Partners
Colorado
$14K +$14K +10 New
CCM
199
Cribstone Capital Management
Maine
$13K – – –
IFWM
200
Institute for Wealth Management
Colorado
$10K +$10K +7 New
6 7
8
9 10