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Bank of America Series L
BAC.PRL

Overview Fund Activity

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$216M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$256M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$26.2M
4
State Street
4
State Street
Massachusetts
$75.3M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$76.8M

Top Sellers

1
CAM
1
Camden Asset Management
California
$82.8M
2
ZA
2
Zazove Associates
Nevada
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.9M
4
American Century Companies
4
American Century Companies
Missouri
$50.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$5.2M 4,437 +1,837 +71%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.19M 4,430 -20 -0.4%
Stifel Financial
53
Stifel Financial
Missouri
$5.11M 4,359 +3 +0.1%
ACM
54
Advisors Capital Management
New Jersey
$4.52M 3,854 +3,854 New
HCM
55
Hudson Capital Management
New Jersey
$4.48M 3,821 +24 +0.6%
Mariner
56
Mariner
Kansas
$4.43M 3,780 -93 -2%
RA
57
Rational Advisors
New York
$4.39M 3,748 +2,300 +159%
SG Americas Securities
58
SG Americas Securities
New York
$4.02M 3,430 – –
AAM
59
Alken Asset Management
United Kingdom
$3.93M 3,350 – –
LTI
60
Laffer Tengler Investments
Tennessee
$3.93M 3,364 -147 -4%
Bank of America
61
Bank of America
North Carolina
$3.85M 3,286 +76 +2%
UBS Group
62
UBS Group
Switzerland
$3.82M 3,264 +30 +0.9%
MTIM
63
Marathon Trading Investment Management
Pennsylvania
$3.78M 3,223 – –
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.78M 3,222 -126 -4%
WAM
65
Wolverine Asset Management
Illinois
$3.67M 3,115 -200 -6%
PWS
66
Peloton Wealth Strategists
Indiana
$3.63M 3,099 +45 +1%
Goldman Sachs
67
Goldman Sachs
New York
$3.54M 3,021 -215 -7%
UIC
68
Uniplan Investment Counsel
Wisconsin
$3.51M 2,997 +10 +0.3%
FCMC
69
Founders Capital Management (Connecticut)
Connecticut
$3.12M 2,664 -137 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.04M 2,597 +197 +8%
KAS
71
Kestra Advisory Services
Texas
$2.85M 2,429 +665 +38%
LA
72
LexAurum Advisors
Kansas
$2.64M 2,253 -19 -0.8%
SCM
73
Schnieders Capital Management
California
$2.62M 2,232 +20 +0.9%
SL
74
Summitry LLC
California
$2.53M 2,158 -35 -2%
LSPW
75
Lake Street Private Wealth
Illinois
$2.32M 1,977 +912 +86%
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