BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
DIA
101
Dana Investment Advisors
Wisconsin
$1.08M 932 – –
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M 919 – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$941K 811 +164 +25%
SG
104
StoneX Group
New York
$914K 776 +776 New
AAS
105
Ameritas Advisory Services
Nebraska
$882K 760 +760 New
WB
106
Webster Bank
Connecticut
$880K 758 – –
TB
107
Terril Brothers
Missouri
$879K 758 – –
NCM
108
Novare Capital Management
North Carolina
$778K 671 +671 New
CAC
109
Certified Advisory Corp
Florida
$703K 606 +606 New
Creative Planning
110
Creative Planning
Kansas
$638K 550 -136 -20%
Brown Advisory
111
Brown Advisory
Maryland
$596K 513 +20 +4%
NW
112
NewEdge Wealth
Pennsylvania
$587K 506 -40 -7%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$587K 506 -40 -7%
CF
114
Centaurus Financial
California
$570K 491 – –
HIP
115
HUB Investment Partners
Texas
$570K 491 -2 -0.4%
SIG
116
Stonegate Investment Group
Alabama
$567K 489 – –
SAG
117
SageView Advisory Group
California
$524K 452 +452 New
WS
118
Wedbush Securities
California
$519K 447 – –
RFA
119
Resurgent Financial Advisors
Georgia
$508K 438 +88 +25%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$505K 435 -4,967 -92%
XWM
121
Xcel Wealth Management
Florida
$502K 433 – –
ISWM
122
Independent Solutions Wealth Management
New York
$499K 430 – –
LFAS
123
Level Four Advisory Services
Texas
$498K 429 -84 -16%
JIC
124
Joel Isaacson & Co
New York
$486K 419 -50 -11%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$451K 389 -17 -4%
3 4
5
6 7