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Bank of America Series L

202 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 38 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 186202 (+16)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$112M)

1.06% less ownership

Funds ownership: 81.83%80.77% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
38
Increased
40
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
176
Tradewinds Capital Management
Washington
$58K +$59.3K +40 New
LC
177
Lindbrook Capital
California
$54K +$54.8K +37 New
FWM
178
Focused Wealth Management
New York
$49K
FHA
179
Flagship Harbor Advisors
Massachusetts
$48K +$1.48K +1 +3%
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
California
$43K
PH
181
Pinnacle Holdings
Oklahoma
$42K
CCM
182
Covington Capital Management
California
$36K
EWM
183
Endurance Wealth Management
Rhode Island
$36K
ASN
184
Advisory Services Network
Georgia
$33K +$34.1K +23 New
BBHC
185
Brown Brothers Harriman & Co
New York
$29K
VRM
186
Vectors Research Management
New York
$29K
SL
187
Savior LLC
Massachusetts
$28K +$28.1K +19 New
CA
188
Crewe Advisors
Utah
$23K +$23.7K +16 New
NIMC
189
NWQ Investment Management Company
California
$22K
CT
190
Caldwell Trust
Florida
$18.9K +$19.3K +13 New
CB
191
CNB Bank
Pennsylvania
$17K
MRCM
192
M&R Capital Management
New Jersey
$17K +$17.8K +12 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$14K
MCM
194
Manchester Capital Management
Vermont
$14K
MWP
195
MYCIO Wealth Partners
Pennsylvania
$14K
ONST
196
Old North State Trust
North Carolina
$14K
AAP
197
Arax Advisory Partners
Colorado
$14K +$14.8K +10 New
CFA
198
Carroll Financial Associates
North Carolina
$14K +$14.8K +10 New
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14.8K +10 New
CCM
200
Cribstone Capital Management
Maine
$13K