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Bank of America Series L
BAC.PRL

Overview Fund Activity

262 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$251M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$44M
3
American Century Companies
3
American Century Companies
Missouri
$40.4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$85.1M
5
EP
5
EPIQ Partners
Minnesota
$5.45M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$354M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$673K
5
CAM
5
Camden Asset Management
California
$78.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$5.65M 4,439 +423 +11%
Bank of America
52
Bank of America
North Carolina
$5.53M 4,343 -74 -2%
EP
53
EPIQ Partners
Minnesota
$5.45M 4,278 +4,278 New
UBS Group
54
UBS Group
Switzerland
$4.6M 3,613 -377 -9%
KAS
55
Kestra Advisory Services
Texas
$4.52M 3,550 -76 -2%
PWS
56
Peloton Wealth Strategists
Indiana
$4.46M 3,500 -50 -1%
AM
57
AGF Management
Ontario, Canada
$4.46M 3,500 -600 -15%
LTI
58
Laffer Tengler Investments
Tennessee
$4.16M 3,273 +23 +0.7%
LSPW
59
Lake Street Private Wealth
Illinois
$4.11M 3,230 +50 +2%
WAM
60
Wolverine Asset Management
Illinois
$4.09M 3,215 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.08M 3,206 +132 +4%
AUIM
62
Aegon USA Investment Management
Iowa
$4M 3,108 -933 -23%
WPP
63
Whalerock Point Partners
Rhode Island
$4M 3,140 +3,140 New
MA
64
Montag & Associates
Georgia
$3.77M 2,965 +134 +5%
AAM
65
Alken Asset Management
United Kingdom
$3.76M 2,950 – –
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.55M 2,789 -213 -7%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.53M 2,772 +13 +0.5%
HighTower Advisors
68
HighTower Advisors
Illinois
$3.45M 2,713 +1,989 +275%
Macquarie Group
69
Macquarie Group
Australia
– – – –
SSWG
70
Seven Springs Wealth Group
Tennessee
$3.34M 2,623 +87 +3%
MTIM
71
Marathon Trading Investment Management
Pennsylvania
$3.14M 2,464 -759 -24%
FCMC
72
Founders Capital Management (Connecticut)
Connecticut
$3.1M 2,437 – –
SG Americas Securities
73
SG Americas Securities
New York
$3.09M 2,430 – –
UIC
74
Uniplan Investment Counsel
Wisconsin
$2.91M 2,285 -219 -9%
Mariner
75
Mariner
Kansas
$2.88M 2,265 -200 -8%
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