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Bank of America Series L
BAC.PRL

Overview Fund Activity

205 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
34
Increased
45
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$246M
3
P8IP
3
Pier 88 Investment Partners
California
$18.5M
4
ACM
4
Advent Capital Management
New York
$186M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.63M
2
CAM
2
Camden Asset Management
California
$77.2M
3
CS
3
Credit Suisse
Switzerland
$15.6M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$0
5
OCM
5
Oaktree Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WB
101
Webster Bank
Connecticut
$913K 758 – –
MFG
102
Magnus Financial Group
New York
$824K 684 -43 -6%
NCM
103
Novare Capital Management
North Carolina
$808K 671 +671 New
Creative Planning
104
Creative Planning
Kansas
$738K 613 -135 -18%
AAS
105
Ameritas Advisory Services
Nebraska
$705K 585 – –
HighTower Advisors
106
HighTower Advisors
Illinois
$697K 580 +138 +31%
CAC
107
Certified Advisory Corp
Florida
$673K 559 +559 New
NA
108
NewEdge Advisors
Louisiana
$624K 518 +518 New
LFAS
109
Level Four Advisory Services
Texas
$618K 513 -7 -1%
CFN
110
Cordasco Financial Network
Florida
$608K 505 +505 New
Brown Advisory
111
Brown Advisory
Maryland
$595K 493 – –
HIP
112
HUB Investment Partners
Texas
$591K 491 +491 New
CF
113
Centaurus Financial
California
$590K 490 – –
SIG
114
Stonegate Investment Group
Alabama
$589K 489 +38 +8%
JIC
115
Joel Isaacson & Co
New York
$560K 465 – –
NW
116
NewEdge Wealth
Pennsylvania
$532K 442 +442 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$523K 435 -2 -0.5%
XWM
118
Xcel Wealth Management
Florida
$522K 433 – –
ISWM
119
Independent Solutions Wealth Management
New York
$518K 430 – –
WS
120
Wedbush Securities
California
$510K 423 +423 New
HWM
121
Hohimer Wealth Management
Washington
$497K 413 – –
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$494K 410 -52 -11%
OC
123
Oppenheimer & Co
New York
$453K 376 +376 New
CFS
124
Capital Financial Services
New York
$450K 374 +5 +1%
APA
125
American Portfolios Advisors
New York
$436K 362 -68 -16%
3 4
5
6 7