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Bank of America Series L
BAC.PRL

Overview Fund Activity

196 hedge funds and large institutions have $2.41B invested in Bank of America Series L in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.23%
New
19
Increased
53
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$96.2M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$41.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$16.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$113M
5
AWA
5
Artemis Wealth Advisors
New York
$9.95M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$448M
2
Victory Capital Management
2
Victory Capital Management
Texas
$55.2M
3
LOAME
3
Lombard Odier Asset Management (Europe)
United Kingdom
$15.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$904K 674 -60 -8%
LWAC
102
Laurel Wealth Advisors (California)
California
$886K 660 +2 +0.3%
CF
103
Centaurus Financial
California
$863K 643 -24 -4%
KWA
104
KCS Wealth Advisory
California
$827K 616 +89 +17%
CAC
105
Certified Advisory Corp
Florida
$823K 613 – –
TA
106
Teton Advisors
New York
$809K 600 – –
SG
107
StoneX Group
New York
$789K 580 -19 -3%
PWP
108
Principle Wealth Partners
Connecticut
$778K 580 – –
AIC
109
Ameritas Investment Company
Nebraska
$745K 555 -38 -6%
WS
110
Wedbush Securities
California
$717K 534 -34 -6%
EVM
111
Eaton Vance Management
Massachusetts
$711K 530 – –
RBFC
112
Roman Butler Fullerton & Co
Missouri
$695K 518 – –
APA
113
American Portfolios Advisors
New York
$680K 507 +26 +5%
ICM
114
Islay Capital Management
Texas
– – -500 Closed
JIC
115
Joel Isaacson & Co
New York
$652K 486 +486 New
ISWM
116
Independent Solutions Wealth Management
New York
$621K 463 -163 -26%
DWM
117
Darwin Wealth Management
Florida
$618K 461 -50 -10%
NFC
118
Northeast Financial Consultants
Connecticut
$612K 456 +2 +0.4%
COF
119
Capital One Financial
Virginia
$607K 452 – –
SEI Investments
120
SEI Investments
Pennsylvania
$593K 442 -400 -48%
RVPG
121
Relative Value Partners Group
$581K 427 – –
XWM
122
Xcel Wealth Management
Florida
$581K 433 – –
HWM
123
Hohimer Wealth Management
Washington
$573K 427 – –
CWM
124
Calamos Wealth Management
Illinois
$565K 421 -14 -3%
M&T Bank
125
M&T Bank
New York
$561K 418 – –
3 4
5
6 7