BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

195 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
3.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$255M
2
CW
2
Connectus Wealth
Ohio
$22.7M
3
Ameriprise
3
Ameriprise
Minnesota
$28.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$27.3M
5
ACM
5
Advent Capital Management
New York
$189M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.6M
3
EHC
3
Everett Harris & Co
California
$21.9M
4
American Century Companies
4
American Century Companies
Missouri
$57.2M
5
BlackRock
5
BlackRock
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
TB
101
Terril Brothers
Missouri
$889K 758 – –
Creative Planning
102
Creative Planning
Kansas
$804K 686 +73 +12%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$759K 647 +449 +227%
Citadel Advisors
104
Citadel Advisors
Florida
$662K 564 +363 +181%
NW
105
NewEdge Wealth
Pennsylvania
$640K 546 +104 +24%
VAS
106
Vestmark Advisory Solutions
Massachusetts
$640K 546 +217 +66%
Jane Street
107
Jane Street
New York
$611K 521 -2,129 -80%
LFAS
108
Level Four Advisory Services
Texas
$602K 513 – –
Brown Advisory
109
Brown Advisory
Maryland
$580K 493 – –
HIP
110
HUB Investment Partners
Texas
$578K 493 +2 +0.4%
CF
111
Centaurus Financial
California
$576K 491 +1 +0.2%
SIG
112
Stonegate Investment Group
Alabama
$574K 489 – –
JIC
113
Joel Isaacson & Co
New York
$551K 469 +4 +0.9%
NA
114
NewEdge Advisors
Louisiana
$524K 447 -71 -14%
WS
115
Wedbush Securities
California
$524K 447 +24 +6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$521K 445 +10 +2%
XWM
117
Xcel Wealth Management
Florida
$508K 433 – –
ISWM
118
Independent Solutions Wealth Management
New York
$504K 430 – –
HWM
119
Hohimer Wealth Management
Washington
$484K 413 – –
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$476K 406 -4 -1%
MFG
121
Magnus Financial Group
New York
$439K 374 -310 -45%
CFS
122
Capital Financial Services
New York
$436K 372 -2 -0.5%
APA
123
American Portfolios Advisors
New York
$425K 362 – –
RFA
124
Resurgent Financial Advisors
Georgia
$411K 350 – –
HighTower Advisors
125
HighTower Advisors
Illinois
$398K 340 -240 -41%
3 4
5
6 7