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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
JWA
201
JFS Wealth Advisors
Pennsylvania
$15K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
MCM
203
Manchester Capital Management
Vermont
$15K
NFSG
204
Newbridge Financial Services Group
Florida
$15K +$14.7K +10 New
ONST
205
Old North State Trust
North Carolina
$15K +$14.7K +10 New
CFA
206
Carroll Financial Associates
North Carolina
$14K
CCM
207
Cribstone Capital Management
Maine
$13K
CT
208
Caldwell Trust
Florida
$11.9K
WT
209
Whittier Trust
California
$10K
SPIA
210
Steward Partners Investment Advisory
New York
$9K
NSIM
211
North Star Investment Management
Illinois
$6K
BWM
212
BNC Wealth Management
Oregon
$6K +$5.86K +4 New
RFA
213
Reilly Financial Advisors
California
$4K
BFC
214
Bedel Financial Consulting
Indiana
$1K
FCA
215
FinTrust Capital Advisors
South Carolina
$140
American Century Companies
216
American Century Companies
Missouri
-$13.2M -9,838 Closed
MIC
217
Meridian Investment Counsel
California
-$456K -340 Closed
HCA
218
Harbour Capital Advisors
Virginia
-$268K -200 Closed
Jane Street
219
Jane Street
New York
-$236K -176 Closed
PAG
220
Private Advisor Group
New Jersey
-$118K -88 Closed
AAIM
221
Asset Advisors Investment Management
Georgia
-$67K -50 Closed
CAN
222
Cetera Advisor Networks
California
-$47K -35 Closed
TRCT
223
Tower Research Capital (TRC)
New York
-$19K -14 Closed