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Bank of America Series L
BAC.PRL

Overview Fund Activity

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$216M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$256M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$26.2M
4
State Street
4
State Street
Massachusetts
$75.3M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$76.8M

Top Sellers

1
CAM
1
Camden Asset Management
California
$82.8M
2
ZA
2
Zazove Associates
Nevada
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.9M
4
American Century Companies
4
American Century Companies
Missouri
$50.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EIA
76
Edgemoor Investment Advisors
Maryland
$2.22M 1,893 -105 -5%
MA
77
Montag & Associates
Georgia
$2.16M 1,812 -20 -1%
SSWG
78
Seven Springs Wealth Group
Tennessee
$2.13M 1,820 +51 +3%
DLG
79
Daniel L. Goodwin
$1.92M 1,637 – –
MCM
80
Marathon Capital Management
Maryland
$1.86M 1,591 -40 -2%
MA
81
Menlo Advisors
California
$1.85M 1,577 -70 -4%
SC
82
Scotia Capital
Ontario, Canada
$1.76M 1,506 -22 -1%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.75M 1,492 -43 -3%
Truist Financial
84
Truist Financial
North Carolina
$1.72M 1,472 +37 +3%
Osaic Holdings
85
Osaic Holdings
Arizona
$1.72M 1,460 +74 +5%
BFIC
86
Bedell Frazier Investment Counselling
California
$1.66M 1,417 -278 -16%
GA
87
GFS Advisors
Texas
$1.52M 1,290 – –
US Bancorp
88
US Bancorp
Minnesota
$1.5M 1,276 – –
PH
89
Pinnacle Holdings
Oklahoma
$1.46M 1,247 +1,218 +4,200%
KIA
90
KCM Investment Advisors
California
$1.41M 1,206 -53 -4%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.37M 1,167 -40 -3%
M&T Bank
92
M&T Bank
New York
$1.29M 1,099 -298 -21%
VFA
93
Valeo Financial Advisors
Indiana
$1.26M 93,377 -60 -0.1%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.23M 1,053 +1,053 New
SWM
95
Sugarloaf Wealth Management
Georgia
$1.21M 1,035 -41 -4%
CRC
96
Curi RMB Capital
Illinois
$1.15M 980 – –
DIA
97
Dana Investment Advisors
Wisconsin
$1.09M 932 – –
SEI Investments
98
SEI Investments
Pennsylvania
$1.09M 926 -2,189 -70%
SG
99
StoneX Group
New York
$1.04M 876 +57 +7%
EWA
100
EverSource Wealth Advisors
Alabama
$996K 850 +800 +1,600%
2 3
4
5 6