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Bank of America Series L

54 hedge funds and large institutions have $306M invested in Bank of America Series L in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

74% less funds holding

Funds holding: 21054 (-156)

88% less capital invested

Capital invested by funds: $2.65B → $306M (-$2.34B)

95% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 164

107.97% less ownership

Funds ownership: 114.51%6.54% (-108%)

Holders
54
Holders Change
-156
Holders Change %
-74.29%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
8
Increased
8
Reduced
12
Closed
164
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Covington Capital Management
California
-$37K -25 Closed
SSWG
202
Seven Springs Wealth Group
Tennessee
-$36K -24 Closed
ASN
203
Advisory Services Network
Georgia
-$34K -23 Closed
BAMG
204
Brand Asset Management Group
Missouri
-$33K -22 Closed
SL
205
Savior LLC
Massachusetts
-$30K -20 Closed
VRM
206
Vectors Research Management
New York
-$30K -20 Closed
CB
207
CNB Bank
Pennsylvania
-$18K -12 Closed
AAP
208
Arax Advisory Partners
Colorado
-$15K -10 Closed
JWA
209
JFS Wealth Advisors
Pennsylvania
-$15K -10 Closed
LWCFA
210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$15K -10 Closed
MCM
211
Manchester Capital Management
Vermont
-$15K -10 Closed
CT
212
Caldwell Trust
Florida
-$11.9K -8 Closed
WT
213
Whittier Trust
California
-$10K -7 Closed
BWM
214
BNC Wealth Management
Oregon
-$6K -4 Closed
NSIM
215
North Star Investment Management
Illinois
-$6K -4 Closed
RFA
216
Reilly Financial Advisors
California
-$4K -3 Closed
BFC
217
Bedel Financial Consulting
Indiana
-$1K -1 Closed
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
-$245K
Chevy Chase Trust
219
Chevy Chase Trust
Maryland
-$260K
ICM
220
Islay Capital Management
Texas
-$744K
NIP
221
Nicholas Investment Partners
California
-$5.95M
Royal Bank of Canada
222
Royal Bank of Canada
Ontario, Canada
-$36.2M