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Bank of America Series L
BAC.PRL

Overview Fund Activity

215 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$81.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$91.2M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$46.5M
5
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$25.2M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$213M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
Amundi
3
Amundi
France
$0
4
P8IP
4
Pier 88 Investment Partners
California
$8.64M
5
State Street
5
State Street
Massachusetts
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWG
76
Seven Springs Wealth Group
Tennessee
$2.07M 1,769 +53 +3%
KAS
77
Kestra Advisory Services
Texas
$2.06M 1,764 -34 -2%
BFIC
78
Bedell Frazier Investment Counselling
California
$1.98M 1,695 -37 -2%
MA
79
Menlo Advisors
California
$1.92M 1,647 -1,336 -45%
DLG
80
Daniel L. Goodwin
$1.91M 1,637 – –
MCM
81
Marathon Capital Management
Maryland
$1.9M 1,631 +1,631 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.79M 1,535 -85 -5%
SC
83
Scotia Capital
Ontario, Canada
$1.78M 1,528 +58 +4%
IA
84
Icon Advisers
Colorado
$1.77M 1,513 -447 -23%
RA
85
Rational Advisors
New York
$1.69M 1,448 -2,800 -66%
Truist Financial
86
Truist Financial
North Carolina
$1.68M 1,435 +87 +6%
M&T Bank
87
M&T Bank
New York
$1.63M 1,397 -36 -3%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.62M 1,386 +358 +35%
FFA
89
First Foundation Advisors
California
$1.57M 1,343 -49 -4%
IRM
90
Income Research & Management
Massachusetts
$1.5M 1,292 – –
GA
91
GFS Advisors
Texas
$1.5M 1,290 – –
US Bancorp
92
US Bancorp
Minnesota
$1.49M 1,276 -4 -0.3%
KIA
93
KCM Investment Advisors
California
$1.47M 1,259 -39 -3%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.41M 1,207 +1,207 New
VFA
95
Valeo Financial Advisors
Indiana
$1.33M 93,437 -165 -0.2%
SWM
96
Sugarloaf Wealth Management
Georgia
$1.26M 1,076 +1,076 New
LSPW
97
Lake Street Private Wealth
Illinois
$1.24M 1,065 +1,065 New
CRC
98
Curi RMB Capital
Illinois
$1.14M 980 -5 -0.5%
DIA
99
Dana Investment Advisors
Wisconsin
$1.09M 932 – –
GGS
100
Galvin Gaustad & Stein
Arizona
$1.04M 890 -103 -10%
2 3
4
5 6