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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hudson Capital Management
New Jersey
$5.12M 4,285 +1,415 +49%
UBS Group
52
UBS Group
Switzerland
$4.88M 4,088 +349 +9%
Stifel Financial
53
Stifel Financial
Missouri
$4.69M 3,925 -24 -0.6%
Mariner
54
Mariner
Kansas
$4.35M 3,646 +4 +0.1%
PWS
55
Peloton Wealth Strategists
Indiana
$4.19M 3,509 +59 +2%
LTI
56
Laffer Tengler Investments
Tennessee
$4.16M 3,473 +50 +1%
Bank of America
57
Bank of America
North Carolina
$4.16M 3,481 -193 -5%
KAS
58
Kestra Advisory Services
Texas
$3.87M 3,242 +207 +7%
SG Americas Securities
59
SG Americas Securities
New York
$3.86M 3,230 +2,800 +651%
MTIM
60
Marathon Trading Investment Management
Pennsylvania
$3.85M 3,223 – –
WAM
61
Wolverine Asset Management
Illinois
$3.84M 3,215 – –
LSPW
62
Lake Street Private Wealth
Illinois
$3.75M 3,145 +220 +8%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.7M 3,099 -195 -6%
AAM
64
Alken Asset Management
United Kingdom
$3.52M 2,950 -400 -12%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$3.48M 2,915 +42 +1%
WPP
66
Whalerock Point Partners
Rhode Island
$3.42M 2,868 – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.29M 2,752 +93 +3%
MA
68
Montag & Associates
Georgia
$2.98M 2,460 +530 +27%
UIC
69
Uniplan Investment Counsel
Wisconsin
$2.95M 2,468 -402 -14%
SSWG
70
Seven Springs Wealth Group
Tennessee
$2.93M 2,453 +192 +8%
FCMC
71
Founders Capital Management (Connecticut)
Connecticut
$2.91M 2,437 -119 -5%
AM
72
AGF Management
Ontario, Canada
$2.86M 2,400 +800 +50%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.85M 2,388 +2,388 New
LA
74
LexAurum Advisors
Kansas
$2.74M 2,297 +61 +3%
Goldman Sachs
75
Goldman Sachs
New York
$2.66M 2,225 +5 +0.2%
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