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Bank of America Series L
BAC.PRL

Overview Fund Activity

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$268M
2
ZA
2
Zazove Associates
Nevada
$5.57M
3
BlackRock
3
BlackRock
New York
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$90.9M
5
State Street
5
State Street
Massachusetts
$74.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$506K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$60.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.4M
4
American Century Companies
4
American Century Companies
Missouri
$40.1M
5
ACM
5
Advent Capital Management
New York
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$5.15M 4,627 – –
Macquarie Group
52
Macquarie Group
Australia
$5.04M 4,535 – –
RA
53
Rational Advisors
New York
$4.95M 4,448 +700 +19%
Stifel Financial
54
Stifel Financial
Missouri
$4.53M 4,072 -287 -7%
HCM
55
Hudson Capital Management
New Jersey
$4.41M 3,961 +140 +4%
LTI
56
Laffer Tengler Investments
Tennessee
$4.3M 3,879 +515 +15%
UBS Group
57
UBS Group
Switzerland
$4.08M 3,672 +408 +13%
PWS
58
Peloton Wealth Strategists
Indiana
$3.86M 3,474 +375 +12%
SG Americas Securities
59
SG Americas Securities
New York
$3.82M 3,430 – –
Mariner
60
Mariner
Kansas
$3.8M 3,418 -362 -10%
Bank of America
61
Bank of America
North Carolina
$3.61M 3,245 -41 -1%
MTIM
62
Marathon Trading Investment Management
Pennsylvania
$3.58M 3,223 – –
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.55M 3,191 -31 -1%
AAM
64
Alken Asset Management
United Kingdom
$3.53M 3,350 – –
UIC
65
Uniplan Investment Counsel
Wisconsin
$3.51M 2,997 – –
WAM
66
Wolverine Asset Management
Illinois
$3.48M 3,115 – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.41M 3,062 +465 +18%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$3.39M 3,045 -1,392 -31%
Goldman Sachs
69
Goldman Sachs
New York
$3.36M 3,021 – –
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.95M 2,655 -9 -0.3%
KAS
71
Kestra Advisory Services
Texas
$2.95M 2,655 +226 +9%
LSPW
72
Lake Street Private Wealth
Illinois
$2.9M 2,635 +658 +33%
SCM
73
Schnieders Capital Management
California
$2.45M 2,202 -30 -1%
LA
74
LexAurum Advisors
Kansas
$2.42M 2,173 -80 -4%
SL
75
Summitry LLC
California
$2.35M 2,113 -45 -2%
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3
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