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Bank of America Series L

BAC.PRL

Market cap $3.89B

171 hedge funds and large institutions have $2.51B invested in Bank of America Series L in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New

Increased

Maintained

Reduced

Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

10% more funds holding

Funds holding: 155 → 171 (+16)

5.89% more ownership

Funds ownership: 99.82% → 105.71% (+5.9%)

3% more capital invested

Capital invested by funds: $2.45B → $2.51B (+$63.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders

171

Holders Change

+16

Holders Change %

+10.32%

% of All Funds

3.88%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.14%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	SEI Investments Oaks, Pennsylvania	+$250M
2	American Century Companies Kansas City, Missouri	+$21.8M
3	Lazard Asset Management New York	+$13.9M
4	CIBC Private Wealth Group Atlanta, Georgia	+$6.84M
5	OCM Oaktree Capital Management Los Angeles, California	+$5.66M

Top Sellers

1	Fidelity Investments Boston, Massachusetts	-$30.4M
2	CAM Camden Asset Management Los Angeles, California	-$6.84M
3	Goldman Sachs New York	-$6.74M
4	Allianz Asset Management Munich, Germany	-$4.74M
5	GC Guggenheim Capital Chicago, Illinois	-$3.66M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Franklin Resources San Mateo, California	$810M	–	–	–
2	2 American Century Companies Kansas City, Missouri	$294M	+$21.8M	+16,529	+8%
3	AAMU 3 Amundi Asset Management US Boston, Massachusetts	$147M	+$2.65M	+2,015	+2%
4	4 Allianz Asset Management Munich, Germany	$116M	-$4.74M	-3,605	-4%
5	5 State Street Boston, Massachusetts	$107M	-$2.95M	-2,240	-3%
6	6 Wells Fargo San Francisco, California	$85.4M	+$2.53M	+1,921	+3%
7	7 Loomis, Sayles & Company Boston, Massachusetts	$83.4M	–	–	–
8	ACM 8 Advent Capital Management New York	$72.2M	-$3.62M	-2,753	-5%
9	9 JP Morgan Chase New York	$66.9M	+$1.68M	+1,279	+3%
10	CAM 10 Camden Asset Management Los Angeles, California	$56.1M	-$6.84M	-5,200	-11%
11	11 Calamos Advisors Naperville, Illinois	$53.8M	+$741K	+563	+1%
12	MSL 12 Mackay Shields LLC New York	$50.9M	-$630K	-479	-1%
13	13 Fidelity Investments Boston, Massachusetts	$42.9M	-$30.4M	-23,080	-42%
14	14 Invesco Atlanta, Georgia	$37.9M	+$1.45M	+1,100	+4%
15	15 Ameriprise Minneapolis, Minnesota	$35.1M	-$226K	-172	-0.6%
16	16 Morgan Stanley New York	$33.2M	-$2.01M	-1,528	-6%
17	17 SEI Investments Oaks, Pennsylvania	$29.6M	+$250M	+189,626	+1,359%
18	EHC 18 Everett Harris & Co Los Angeles, California	$29.4M	+$98.7K	+75	+0.3%
19	19 Royal Bank of Canada Toronto, Ontario, Canada	$27.8M	–	–	–
20	20 Thrivent Financial for Lutherans Minneapolis, Minnesota	$26.2M	–	–	–
21	SIM 21 SSI Investment Management Los Angeles, California	$19.5M	-$1.15M	-871	-6%
22	22 Bank of Montreal Toronto, Ontario, Canada	$14.9M	–	–	–
23	PCM 23 Palisade Capital Management Fort Lee, New Jersey	$14.9M	+$132K	+100	+0.9%
24	24 Lazard Asset Management New York	$14M	+$13.9M	+10,590	New
25	OCM 25 Oaktree Capital Management Los Angeles, California	$13.6M	+$5.66M	+4,300	+72%