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Bank of America Series L
BAC.PRL

Overview Fund Activity

215 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$81.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$91.2M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$46.5M
5
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$25.2M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$213M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
Amundi
3
Amundi
France
$0
4
P8IP
4
Pier 88 Investment Partners
California
$8.64M
5
State Street
5
State Street
Massachusetts
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hudson Capital Management
New Jersey
$4.43M 3,797 +140 +4%
LTI
52
Laffer Tengler Investments
Tennessee
$4.07M 3,511 +108 +3%
SG Americas Securities
53
SG Americas Securities
New York
$4.01M 3,430 – –
SIM
54
SSI Investment Management
California
$3.95M 3,445 +75 +2%
AAM
55
Alken Asset Management
United Kingdom
$3.91M 3,350 – –
Neuberger Berman Group
56
Neuberger Berman Group
New York
$3.91M 3,348 -8 -0.2%
WAM
57
Wolverine Asset Management
Illinois
$3.85M 3,315 -114 -3%
UBS Group
58
UBS Group
Switzerland
$3.78M 3,234 +80 +3%
MTIM
59
Marathon Trading Investment Management
Pennsylvania
$3.76M 3,223 +676 +27%
Goldman Sachs
60
Goldman Sachs
New York
$3.76M 3,236 -36 -1%
Bank of America
61
Bank of America
North Carolina
$3.75M 3,210 – –
SEI Investments
62
SEI Investments
Pennsylvania
$3.64M 3,115 +305 +11%
PWS
63
Peloton Wealth Strategists
Indiana
$3.57M 3,054 +45 +1%
UIC
64
Uniplan Investment Counsel
Wisconsin
$3.49M 2,987 -16 -0.5%
FCMC
65
Founders Capital Management (Connecticut)
Connecticut
$3.27M 2,801 -15 -0.5%
Jane Street
66
Jane Street
New York
$3.14M 2,686 +2,380 +778%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$3.02M 2,600 +979 +60%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$2.8M 2,400 +190 +9%
AM
69
AGF Management
Ontario, Canada
$2.8M 2,400 – –
JIC
70
JRM Investment Counsel
Nebraska
$2.74M 2,350 +684 +41%
LA
71
LexAurum Advisors
Kansas
$2.65M 2,272 -42 -2%
SCM
72
Schnieders Capital Management
California
$2.58M 2,212 +548 +33%
SL
73
Summitry LLC
California
$2.56M 2,193 -40 -2%
EIA
74
Edgemoor Investment Advisors
Maryland
$2.33M 1,998 +1,998 New
MA
75
Montag & Associates
Georgia
$2.17M 1,832 -20 -1%
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