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Bank of America Series L
BAC.PRL

Overview Fund Activity

192 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
4.24%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOAME
1
Lombard Odier Asset Management (Europe)
United Kingdom
$60.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$105M
3
ACM
3
Advent Capital Management
New York
$179M
4
CAM
4
Camden Asset Management
California
$32.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$525M
2
Wells Fargo
2
Wells Fargo
California
$34.7M
3
American Century Companies
3
American Century Companies
Missouri
$29.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
State Street
5
State Street
Massachusetts
$91.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ISWM
101
Independent Solutions Wealth Management
New York
$793K 626 -32 -5%
CAC
102
Certified Advisory Corp
Florida
$776K 613 -15 -2%
TA
103
Teton Advisors
New York
$775K 600 – –
SG
104
StoneX Group
New York
$769K 599 +17 +3%
AIC
105
Ameritas Investment Company
Nebraska
$751K 593 +440 +288%
PWP
106
Principle Wealth Partners
Connecticut
$734K 580 – –
WS
107
Wedbush Securities
California
$719K 568 -48 -8%
HighTower Advisors
108
HighTower Advisors
Illinois
$712K 562 +562 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$706K 558 +151 +37%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$693K 547 -420 -43%
EVM
111
Eaton Vance Management
Massachusetts
$671K 530 +265 +100%
KWA
112
KCS Wealth Advisory
California
$667K 527 +108 +26%
RBFC
113
Roman Butler Fullerton & Co
Missouri
$656K 518 – –
DWM
114
Darwin Wealth Management
Florida
$645K 511 -12 -2%
ICM
115
Islay Capital Management
Texas
$633K 500 – –
CIM
116
Chiron Investment Management
New York
– – – –
APA
117
American Portfolios Advisors
New York
$609K 481 -84 -15%
HWM
118
Hohimer Wealth Management
Washington
$575K 427 +18 +4%
NFC
119
Northeast Financial Consultants
Connecticut
$574K 454 +2 +0.4%
COF
120
Capital One Financial
Virginia
$572K 452 +452 New
CWM
121
Calamos Wealth Management
Illinois
$551K 435 – –
XWM
122
Xcel Wealth Management
Florida
$548K 433 +100 +30%
RVPG
123
Relative Value Partners Group
$540K 427 -23 -5%
M&T Bank
124
M&T Bank
New York
$529K 418 +418 New
CFN
125
Cordasco Financial Network
Florida
$513K 405 – –
3 4
5
6 7