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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GA
226
GoalVest Advisory
New York
$22.7K 19 – –
CCC
227
Chelsea Counsel Company
California
$18.2K 15 – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$18K 15 -5 -25%
MRCM
229
M&R Capital Management
New Jersey
$14.3K 12 – –
CB
230
CNB Bank
Pennsylvania
$14.3K 12 – –
MFA
231
McClarren Financial Advisors
Pennsylvania
$12K 10 – –
MCM
232
Manchester Capital Management
Vermont
$11.9K 10 – –
FSWA
233
Financial Synergies Wealth Advisors
Texas
$10.7K 9 +9 New
FFA
234
Founders Financial Alliance
North Carolina
$8.36K 7 +7 New
ACA
235
American Capital Advisory
Idaho
$8.18K 7 +7 New
FM
236
Family Management
New York
$7.16K 6 – –
CFFP
237
Center for Financial Planning
Michigan
$5.97K 5 +5 New
CIAS
238
Capital Investment Advisory Services
North Carolina
$4.78K 4 – –
NSIM
239
North Star Investment Management
Illinois
$4.78K 4 – –
GEA
240
Glen Eagle Advisors
New Jersey
$4.78K 4 – –
MG
241
Mather Group
Illinois
$3.62K 3 +3 New
BCWM
242
Bartlett & Co Wealth Management
Ohio
$2.42K 2 – –
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K 2 – –
TPCW
244
TD Private Client Wealth
New York
$1.19K 1 -1 -50%
TSWM
245
Tyler-Stone Wealth Management
Ohio
$1.19K 1 – –
Millennium Management
246
Millennium Management
New York
– – -84,000 Closed
ACM
247
Advisors Capital Management
New Jersey
– – -7,870 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
– – -5,295 Closed
GA
249
GFS Advisors
Texas
– – -1,290 Closed
Northern Trust
250
Northern Trust
Illinois
– – -607 Closed
7 8 9
10
11