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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
IFWM
201
Institute for Wealth Management
Colorado
$10K +$10.4K +7 New
FA
202
Fortis Advisors
Pennsylvania
$9K
SPIA
203
Steward Partners Investment Advisory
New York
$8K
NSIM
204
North Star Investment Management
Illinois
$6K +$5.92K +4 New
RFA
205
Reilly Financial Advisors
California
$4K
WT
206
Whittier Trust
California
$4K
BFC
207
Bedel Financial Consulting
Indiana
$1K
CSM
208
CAMG Solamere Management
North Carolina
-$3.59M -2,400 Closed
BIMC
209
Benson Investment Management Company
Virginia
-$3.13M -2,087 Closed
PAG
210
Private Advisor Group
New Jersey
-$1.06M -706 Closed
KPCM
211
Kings Point Capital Management
New York
-$852K -568 Closed
M&T Bank
212
M&T Bank
New York
-$672K -448 Closed
HighTower Advisors
213
HighTower Advisors
Illinois
-$647K -432 Closed
Jane Street
214
Jane Street
New York
-$555K -370 Closed
VFA
215
Voya Financial Advisors
Connecticut
-$497K -331 Closed
TSS
216
Two Sigma Securities
New York
-$474K -317 Closed
Barclays
217
Barclays
United Kingdom
-$453K -302 Closed
Millennium Management
218
Millennium Management
New York
-$361K -241 Closed
NEPWA
219
New England Private Wealth Advisors
Massachusetts
-$300K -200 Closed
DI
220
Diligent Investors
California
-$259K -173 Closed
FNBOSM
221
First National Bank of South Miami
Florida
-$249K -169 Closed
NNP
222
Nachman Norwood & Parrott
South Carolina
-$204K -136 Closed
Wellington Management Group
223
Wellington Management Group
Massachusetts
-$202K -135 Closed
FAAS
224
First Allied Advisory Services
California
-$79K -53 Closed
ETI
225
Enterprise Trust & Investment
California
-$34K -23 Closed