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Bank of America Series L
BAC.PRL

Overview Fund Activity

215 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$81.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$91.2M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$46.5M
5
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$25.2M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$213M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
Amundi
3
Amundi
France
$0
4
P8IP
4
Pier 88 Investment Partners
California
$8.64M
5
State Street
5
State Street
Massachusetts
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TS
101
Tamar Securities
California
$988K 846 +846 New
SG
102
StoneX Group
New York
$972K 819 +43 +6%
PHS
103
Pekin Hardy Strauss
Illinois
$954K 817 -135 -14%
IA
104
IFP Advisors
Florida
$940K 744 -120 -14%
WB
105
Webster Bank
Connecticut
$885K 758 – –
TB
106
Terril Brothers
Missouri
$885K 758 – –
NPF
107
Norris Perne & French
Michigan
$835K 715 +715 New
NCM
108
Novare Capital Management
North Carolina
$784K 671 – –
CAC
109
Certified Advisory Corp
Florida
$771K 660 +54 +9%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$756K 647 -164 -20%
SWP
111
Stratos Wealth Partners
Ohio
$697K 597 -4,683 -89%
CWM
112
Calamos Wealth Management
Illinois
$673K 576 +254 +79%
AAS
113
Ameritas Advisory Services
Nebraska
$669K 570 -190 -25%
NW
114
NewEdge Wealth
Pennsylvania
$656K 562 +56 +11%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$649K 556 +50 +10%
LFAS
116
Level Four Advisory Services
Texas
$617K 528 +99 +23%
SIG
117
Stonegate Investment Group
Alabama
$611K 523 +34 +7%
Brown Advisory
118
Brown Advisory
Maryland
$598K 513 – –
Baird Financial Group
119
Baird Financial Group
Wisconsin
$586K 502 +67 +15%
Creative Planning
120
Creative Planning
Kansas
$575K 493 -57 -10%
CF
121
Centaurus Financial
California
$574K 492 +1 +0.2%
HIP
122
HUB Investment Partners
Texas
$573K 491 – –
RFA
123
Resurgent Financial Advisors
Georgia
$547K 468 +30 +7%
SAG
124
SageView Advisory Group
California
$528K 452 – –
RBFC
125
Roman Butler Fullerton & Co
Missouri
$526K 450 +450 New
3 4
5
6 7