BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$268M
2
ZA
2
Zazove Associates
Nevada
$5.57M
3
BlackRock
3
BlackRock
New York
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$90.9M
5
State Street
5
State Street
Massachusetts
$74.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$506K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$60.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.4M
4
American Century Companies
4
American Century Companies
Missouri
$40.1M
5
ACM
5
Advent Capital Management
New York
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
Montag & Associates
Georgia
$2.33M 2,062 +250 +14%
IA
77
Icon Advisers
Colorado
$2.15M 1,935 +1,322 +216%
EIA
78
Edgemoor Investment Advisors
Maryland
$2.09M 1,876 -17 -0.9%
SSWG
79
Seven Springs Wealth Group
Tennessee
$2.07M 1,863 +43 +2%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.82M 1,632 +172 +12%
DLG
81
Daniel L. Goodwin
$1.82M 1,637 – –
AM
82
AGF Management
Ontario, Canada
$1.78M 1,600 +1,600 New
MCM
83
Marathon Capital Management
Maryland
$1.77M 1,591 – –
SC
84
Scotia Capital
Ontario, Canada
$1.67M 1,504 -2 -0.1%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.62M 1,455 -37 -2%
Truist Financial
86
Truist Financial
North Carolina
$1.61M 1,450 -22 -1%
GA
87
GFS Advisors
Texas
$1.43M 1,290 – –
US Bancorp
88
US Bancorp
Minnesota
$1.42M 1,279 +3 +0.2%
KIA
89
KCM Investment Advisors
California
$1.33M 1,197 -9 -0.7%
BFIC
90
Bedell Frazier Investment Counselling
California
$1.31M 1,181 -236 -17%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.29M 1,164 -3 -0.3%
PH
92
Pinnacle Holdings
Oklahoma
$1.21M 1,087 -160 -13%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.19M 1,072 +19 +2%
SWM
94
Sugarloaf Wealth Management
Georgia
$1.12M 1,005 -30 -3%
SEI Investments
95
SEI Investments
Pennsylvania
$1.09M 979 +53 +6%
CRC
96
Curi RMB Capital
Illinois
$1.06M 950 -30 -3%
DIA
97
Dana Investment Advisors
Wisconsin
$1.04M 932 – –
TS
98
Tamar Securities
California
$949K 853 +4 +0.5%
EWA
99
EverSource Wealth Advisors
Alabama
$945K 850 – –
SG
100
StoneX Group
New York
$896K 793 -83 -9%
2 3
4
5 6