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Bank of America Series L

210 hedge funds and large institutions have $2.65B invested in Bank of America Series L in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $2.41B → $2.65B (+$232M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 197210 (+13)

2.64% more ownership

Funds ownership: 111.88%114.51% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
4.24%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
23
Increased
49
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Sowell Financial Services
Arkansas
$190K
LC
177
Lindbrook Capital
California
$189K +$10.3K +7 +6%
BBHC
178
Brown Brothers Harriman & Co
New York
$156K
IAS
179
IMA Advisory Services
Colorado
$126K -$29.3K -20 -19%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$83K
TCM
181
Tradewinds Capital Management
Washington
$82K
SA
182
SRH Advisors
Kansas
$74K
LWANC
183
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K
CFB
184
Cullen/Frost Bankers
Texas
$65K
AF
185
Allworth Financial
California
$64K
FHA
186
Flagship Harbor Advisors
Massachusetts
$49K +$1.47K +1 +3%
HNB
187
Huntington National Bank
Ohio
$48K -$536K -366 -92%
FWM
188
Focused Wealth Management
New York
$46K
PH
189
Pinnacle Holdings
Oklahoma
$43.2K
CCM
190
Covington Capital Management
California
$37K
EWM
191
Endurance Wealth Management
Rhode Island
$37K
SSWG
192
Seven Springs Wealth Group
Tennessee
$36K +$35.2K +24 New
ASN
193
Advisory Services Network
Georgia
$34K +$33.7K +23 New
BAMG
194
Brand Asset Management Group
Missouri
$33K -$26.4K -18 -45%
SL
195
Savior LLC
Massachusetts
$30K
VRM
196
Vectors Research Management
New York
$30K
WT
197
Washington Trust
Rhode Island
$30K
CB
198
CNB Bank
Pennsylvania
$18K
MRCM
199
M&R Capital Management
New Jersey
$17K
AAP
200
Arax Advisory Partners
Colorado
$15K