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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$2.68M 2,220 -801 -27%
SL
77
Summitry LLC
California
$2.5M 2,072 -41 -2%
MA
78
Montag & Associates
Georgia
$2.36M 1,930 -132 -6%
SCM
79
Schnieders Capital Management
California
$2.22M 1,844 -358 -16%
Jane Street
80
Jane Street
New York
$2.1M 1,745 +1,745 New
EIA
81
Edgemoor Investment Advisors
Maryland
$2.06M 1,711 -165 -9%
Osaic Holdings
82
Osaic Holdings
Arizona
$2.05M 1,702 +70 +4%
AM
83
AGF Management
Ontario, Canada
$1.93M 1,600 – –
CPW
84
Cove Private Wealth
New York
$1.87M 1,550 +1,550 New
SC
85
Scotia Capital
Ontario, Canada
$1.78M 1,473 -31 -2%
MFG
86
Magnus Financial Group
New York
$1.74M 1,441 +1,070 +288%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.67M 1,386 -69 -5%
MCM
88
Marathon Capital Management
Maryland
$1.66M 1,375 -216 -14%
GA
89
GFS Advisors
Texas
$1.56M 1,290 – –
Corient Private Wealth
90
Corient Private Wealth
Florida
$1.4M 1,164 – –
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.33M 1,101 +29 +3%
PH
92
Pinnacle Holdings
Oklahoma
$1.31M 1,087 – –
KIA
93
KCM Investment Advisors
California
$1.29M 1,072 -125 -10%
US Bancorp
94
US Bancorp
Minnesota
$1.29M 1,068 -211 -16%
Truist Financial
95
Truist Financial
North Carolina
$1.26M 1,043 -407 -28%
SEI Investments
96
SEI Investments
Pennsylvania
$1.15M 952 -27 -3%
DIA
97
Dana Investment Advisors
Wisconsin
$1.12M 932 – –
SG
98
StoneX Group
New York
$1.1M 901 +108 +14%
CRC
99
Curi RMB Capital
Illinois
$1.04M 865 -85 -9%
EWA
100
EverSource Wealth Advisors
Alabama
$1.03M 858 +8 +0.9%
2 3
4
5 6