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

Bank of America Series L

197 hedge funds and large institutions have $2.41B invested in Bank of America Series L in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.23% more ownership

Funds ownership: 82.64%111.88% (+29%)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 193197 (+4)

1% less capital invested

Capital invested by funds: $2.44B → $2.41B (-$30.3M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.04%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.23%
New
19
Increased
53
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
CFB
177
Cullen/Frost Bankers
Texas
$59K
AF
178
Allworth Financial
California
$58K
BAMG
179
Brand Asset Management Group
Missouri
$54K
CAN
180
Cetera Advisor Networks
California
$47K +$47.4K +35 New
FHA
181
Flagship Harbor Advisors
Massachusetts
$44K -$1.35K -1 -3%
FWM
182
Focused Wealth Management
New York
$42K
PH
183
Pinnacle Holdings
Oklahoma
$38.9K
CCM
184
Covington Capital Management
California
$34K
EWM
185
Endurance Wealth Management
Rhode Island
$34K
VRM
186
Vectors Research Management
New York
$27K
WT
187
Washington Trust
Rhode Island
$27K
SL
188
Savior LLC
Massachusetts
$26K +$1.35K +1 +5%
TRCT
189
Tower Research Capital (TRC)
New York
$19K +$18.9K +14 New
CB
190
CNB Bank
Pennsylvania
$16K
MRCM
191
M&R Capital Management
New Jersey
$16K
AAP
192
Arax Advisory Partners
Colorado
$13K
CFA
193
Carroll Financial Associates
North Carolina
$13K
JWA
194
JFS Wealth Advisors
Pennsylvania
$13K
LWCFA
195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
MCM
196
Manchester Capital Management
Vermont
$13K
CCM
197
Cribstone Capital Management
Maine
$12K
CT
198
Caldwell Trust
Florida
$10.7K
WT
199
Whittier Trust
California
$9K +$5.41K +4 +133%
SPIA
200
Steward Partners Investment Advisory
New York
$8K