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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$5.74M 4,766 -28 -0.6%
Lazard Asset Management
52
Lazard Asset Management
New York
$5.58M 4,627 – –
Macquarie Group
53
Macquarie Group
Australia
$5.47M 4,535 – –
IA
54
Icon Advisers
Colorado
$5.15M 4,276 +2,341 +121%
Stifel Financial
55
Stifel Financial
Missouri
$4.76M 3,949 -123 -3%
SAMC
56
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M 3,795 -6,297 -62%
UBS Group
57
UBS Group
Switzerland
$4.51M 3,739 +67 +2%
Bank of America
58
Bank of America
North Carolina
$4.43M 3,674 +429 +13%
Mariner
59
Mariner
Kansas
$4.39M 3,642 +224 +7%
LTI
60
Laffer Tengler Investments
Tennessee
$4.18M 3,423 -456 -12%
PWS
61
Peloton Wealth Strategists
Indiana
$4.16M 3,450 -24 -0.7%
AAM
62
Alken Asset Management
United Kingdom
$4.05M 3,350 – –
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.97M 3,294 +103 +3%
WAM
64
Wolverine Asset Management
Illinois
$3.9M 3,215 +100 +3%
MTIM
65
Marathon Trading Investment Management
Pennsylvania
$3.88M 3,223 – –
KAS
66
Kestra Advisory Services
Texas
$3.66M 3,035 +380 +14%
LSPW
67
Lake Street Private Wealth
Illinois
$3.53M 2,925 +290 +11%
UIC
68
Uniplan Investment Counsel
Wisconsin
$3.47M 2,870 -127 -4%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.46M 2,873 -2,056 -42%
HCM
70
Hudson Capital Management
New Jersey
$3.46M 2,870 -1,091 -28%
WPP
71
Whalerock Point Partners
Rhode Island
$3.46M 2,868 +2,868 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.21M 2,659 -403 -13%
FCMC
73
Founders Capital Management (Connecticut)
Connecticut
$3.08M 2,556 -99 -4%
SSWG
74
Seven Springs Wealth Group
Tennessee
$2.73M 2,261 +398 +21%
LA
75
LexAurum Advisors
Kansas
$2.69M 2,236 +63 +3%
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