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Bank of America Series L

193 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

1.87% more ownership

Funds ownership: 80.77%82.64% (+1.9%)

4% less funds holding

Funds holding: 202193 (-9)

10% less capital invested

Capital invested by funds: $2.72B → $2.44B (-$279M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
193
Holders Change
-9
Holders Change %
-4.46%
% of All Funds
4.25%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PH
176
Pinnacle Holdings
Oklahoma
$36.7K
CCM
177
Covington Capital Management
California
$32K
EWM
178
Endurance Wealth Management
Rhode Island
$32K
ASN
179
Advisory Services Network
Georgia
$29K
SL
180
Savior LLC
Massachusetts
$25K
VRM
181
Vectors Research Management
New York
$25K
WT
182
Washington Trust
Rhode Island
$25K +$29.2K +20 New
NIMC
183
NWQ Investment Management Company
California
$18K
CB
184
CNB Bank
Pennsylvania
$15K
MRCM
185
M&R Capital Management
New Jersey
$15K
AAP
186
Arax Advisory Partners
Colorado
$13K
JWA
187
JFS Wealth Advisors
Pennsylvania
$13K
LWCFA
188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
MCM
189
Manchester Capital Management
Vermont
$13K
ONST
190
Old North State Trust
North Carolina
$13K
CFA
191
Carroll Financial Associates
North Carolina
$12K
CCM
192
Cribstone Capital Management
Maine
$11K
CT
193
Caldwell Trust
Florida
$10.1K -$7.3K -5 -38%
FA
194
Fortis Advisors
Pennsylvania
$8K
SPIA
195
Steward Partners Investment Advisory
New York
$7K
NSIM
196
North Star Investment Management
Illinois
$5K
PFO
197
Pathstone Family Office
New Jersey
$5K +$5.84K +4 New
RFA
198
Reilly Financial Advisors
California
$4K
WT
199
Whittier Trust
California
$4K
BFC
200
Bedel Financial Consulting
Indiana
$1K