BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
CNB Bank
Pennsylvania
$14.5K – – –
MRCM
227
M&R Capital Management
New Jersey
$14.5K – – –
MCM
228
Manchester Capital Management
Vermont
$12.1K – – –
MFA
229
McClarren Financial Advisors
Pennsylvania
$12K – – –
FM
230
Family Management
New York
$7.23K – – –
CIAS
231
Capital Investment Advisory Services
North Carolina
$4.82K – – –
GEA
232
Glen Eagle Advisors
New Jersey
$4.82K – – –
NSIM
233
North Star Investment Management
Illinois
$4.82K – – –
BCWM
234
Bartlett & Co Wealth Management
Ohio
$2.46K +$2.46K +2 New
TPCW
235
TD Private Client Wealth
New York
$2.41K -$6.03K -5 -71%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22K – – –
BC
237
Bartlett & Co
Ohio
$2K +$2K +2 New
TSWM
238
Tyler-Stone Wealth Management
Ohio
$1.21K -$1.21K -1 -50%
ZA
239
Zazove Associates
Nevada
– -$5.57M -5,007 Closed
RA
240
Rational Advisors
New York
– -$4.95M -4,448 Closed
BFIC
241
Bedell Frazier Investment Counselling
California
– -$1.31M -1,181 Closed
SAG
242
SageView Advisory Group
California
– -$497K -447 Closed
JIC
243
Joel Isaacson & Co
New York
– -$283K -254 Closed
IAS
244
IMA Advisory Services
Colorado
– -$94.5K -85 Closed
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
– -$72.3K -65 Closed
JWA
246
JFS Wealth Advisors
Pennsylvania
– -$22.2K -20 Closed
DJSG
247
D.J. St. Germain
Massachusetts
– -$18.9K -17 Closed
FSWA
248
Financial Synergies Wealth Advisors
Texas
– -$10K -9 Closed
GRP
249
Global Retirement Partners
California
– -$1.07K -1 Closed
6 7 8 9
10