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Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
Icon Advisers
Colorado
$2.27M 1,960 +920 +88%
MA
77
Montag & Associates
Georgia
$2.18M 1,852 +10 +0.5%
KAS
78
Kestra Advisory Services
Texas
$2.09M 1,798 -15 -0.8%
BFIC
79
Bedell Frazier Investment Counselling
California
$2.01M 1,732 -205 -11%
SSWG
80
Seven Springs Wealth Group
Tennessee
$1.99M 1,716 +779 +83%
JIC
81
JRM Investment Counsel
Nebraska
$1.93M 1,666 -230 -12%
SCM
82
Schnieders Capital Management
California
$1.93M 1,664 +1,664 New
DLG
83
Daniel L. Goodwin
$1.9M 1,637 – –
Wellington Management Group
84
Wellington Management Group
Massachusetts
$1.88M 1,621 +1,621 New
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.88M 1,620 +68 +4%
SC
86
Scotia Capital
Ontario, Canada
$1.71M 1,470 +88 +6%
M&T Bank
87
M&T Bank
New York
$1.66M 1,433 +439 +44%
FFA
88
First Foundation Advisors
California
$1.61M 1,392 -16 -1%
Truist Financial
89
Truist Financial
North Carolina
$1.56M 1,348 -134 -9%
VFA
90
Valeo Financial Advisors
Indiana
$1.51M 93,602 +93,602 New
KIA
91
KCM Investment Advisors
California
$1.51M 1,298 +1,298 New
GA
92
GFS Advisors
Texas
$1.5M 1,290 – –
IRM
93
Income Research & Management
Massachusetts
$1.5M 1,292 – –
US Bancorp
94
US Bancorp
Minnesota
$1.48M 1,280 -271 -17%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.2M 1,028 +139 +16%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.16M 1,002 -308 -24%
GGS
97
Galvin Gaustad & Stein
Arizona
$1.15M 993 -484 -33%
CRC
98
Curi RMB Capital
Illinois
$1.14M 985 +100 +11%
PHS
99
Pekin Hardy Strauss
Illinois
$1.1M 952 +65 +7%
IA
100
IFP Advisors
Florida
$1.09M 864 -154 -15%
2 3
4
5 6