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Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
51
Rational Advisors
New York
$4.93M 4,248 – –
AWA
52
Artemis Wealth Advisors
New York
– – – –
Mariner
53
Mariner
Kansas
$4.71M 4,058 +219 +6%
LPL Financial
54
LPL Financial
California
$4.68M 4,030 +518 +15%
HCM
55
Hudson Capital Management
New Jersey
$4.24M 3,657 +91 +3%
WAM
56
Wolverine Asset Management
Illinois
$4.05M 3,429 +39 +1%
LTI
57
Laffer Tengler Investments
Tennessee
$4M 3,403 +882 +35%
SG Americas Securities
58
SG Americas Securities
New York
$3.98M 3,430 – –
SIM
59
SSI Investment Management
California
$3.91M 3,370 +580 +21%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$3.89M 3,356 +1,032 +44%
AAM
61
Alken Asset Management
United Kingdom
$3.88M 3,350 +3,350 New
Goldman Sachs
62
Goldman Sachs
New York
$3.8M 3,272 -27 -0.8%
Bank of America
63
Bank of America
North Carolina
$3.72M 3,210 -103 -3%
UBS Group
64
UBS Group
Switzerland
$3.66M 3,154 +113 +4%
PWS
65
Peloton Wealth Strategists
Indiana
$3.49M 3,009 +3,009 New
UIC
66
Uniplan Investment Counsel
Wisconsin
$3.48M 3,003 -86 -3%
MA
67
Menlo Advisors
California
$3.46M 2,983 -114 -4%
FCMC
68
Founders Capital Management (Connecticut)
Connecticut
$3.27M 2,816 +283 +11%
SEI Investments
69
SEI Investments
Pennsylvania
$3.26M 2,810 +113 +4%
AIP
70
Ameritas Investment Partners
Nebraska
$3M 2,589 – –
MTIM
71
Marathon Trading Investment Management
Pennsylvania
$2.95M 2,547 – –
AM
72
AGF Management
Ontario, Canada
$2.78M 2,400 +2,400 New
LA
73
LexAurum Advisors
Kansas
$2.68M 2,314 -149 -6%
SL
74
Summitry LLC
California
$2.59M 2,233 -46 -2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.56M 2,210 -167 -7%
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