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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
76
Summitry LLC
California
$2.46M 2,059 -13 -0.6%
Jane Street
77
Jane Street
New York
$2.44M 2,033 +288 +17%
Wellington Management Group
78
Wellington Management Group
Massachusetts
$2.26M 1,897 -3,126 -62%
SCM
79
Schnieders Capital Management
California
$2.2M 1,844 – –
IA
80
Icon Advisers
Colorado
$2.18M 1,828 -2,448 -57%
CRC
81
Curi RMB Capital
Illinois
$2.01M 1,680 +815 +94%
EIA
82
Edgemoor Investment Advisors
Maryland
$2M 1,677 -34 -2%
XWM
83
Xcel Wealth Management
Florida
$1.95M 1,636 +1,026 +168%
CPW
84
Cove Private Wealth
New York
$1.85M 1,550 – –
MFG
85
Magnus Financial Group
New York
$1.74M 1,456 +15 +1%
SC
86
Scotia Capital
Ontario, Canada
$1.74M 1,456 -17 -1%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.73M 1,447 +61 +4%
KIA
88
KCM Investment Advisors
California
$1.7M 1,424 +352 +33%
MCM
89
Marathon Capital Management
Maryland
$1.56M 1,304 -71 -5%
Corient Private Wealth
90
Corient Private Wealth
Florida
$1.38M 1,159 -5 -0.4%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$1.37M 1,151 +1,151 New
RFA
92
Resurgent Financial Advisors
Georgia
$1.36M 1,142 +573 +101%
Osaic Holdings
93
Osaic Holdings
Arizona
$1.28M 1,070 -632 -37%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.27M 1,063 -38 -3%
Truist Financial
95
Truist Financial
North Carolina
$1.26M 1,057 +14 +1%
PH
96
Pinnacle Holdings
Oklahoma
$1.25M 1,044 -43 -4%
SG
97
StoneX Group
New York
$1.14M 943 +42 +5%
US Bancorp
98
US Bancorp
Minnesota
$1.11M 934 -134 -13%
DIA
99
Dana Investment Advisors
Wisconsin
$1.11M 932 – –
ACM
100
AlphaStar Capital Management
North Carolina
$1.11M 932 +562 +152%
2 3
4
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