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Bank of America Series L
BAC.PRL

Overview Fund Activity

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$268M
2
ZA
2
Zazove Associates
Nevada
$5.57M
3
BlackRock
3
BlackRock
New York
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$90.9M
5
State Street
5
State Street
Massachusetts
$74.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$506K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$60.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.4M
4
American Century Companies
4
American Century Companies
Missouri
$40.1M
5
ACM
5
Advent Capital Management
New York
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
WB
101
Webster Bank
Connecticut
$843K 758 – –
TB
102
Terril Brothers
Missouri
$843K 758 – –
GGS
103
Galvin Gaustad & Stein
Arizona
$791K 711 -138 -16%
FFA
104
Farther Finance Advisors
California
$760K 683 +247 +57%
FFA
105
First Foundation Advisors
California
$757K 681 -20 -3%
NCM
106
Novare Capital Management
North Carolina
$741K 666 -5 -0.7%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$740K 665 -26 -4%
VFA
108
Valeo Financial Advisors
Indiana
$732K 92,955 -422 -0.5%
CAC
109
Certified Advisory Corp
Florida
$707K 636 -15 -2%
CMS
110
Capital Market Strategies
Florida
$688K 645 – –
SIG
111
Stonegate Investment Group
Alabama
$648K 583 +40 +7%
M&T Bank
112
M&T Bank
New York
$626K 563 -536 -49%
AAS
113
Ameritas Advisory Services
Nebraska
$623K 570 +380 +200%
NW
114
NewEdge Wealth
Pennsylvania
$621K 558 +30 +6%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$621K 558 +35 +7%
PHS
116
Pekin Hardy Strauss
Illinois
$607K 546 -152 -22%
XWM
117
Xcel Wealth Management
Florida
$601K 540 +107 +25%
Brown Advisory
118
Brown Advisory
Maryland
$578K 518 – –
RFA
119
Resurgent Financial Advisors
Georgia
$554K 498 +30 +6%
LFAS
120
Level Four Advisory Services
Texas
$525K 472 -38 -7%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$515K 463 -33 -7%
Comerica Bank
122
Comerica Bank
Texas
$506K 455 -149,696 -100%
CWM
123
Calamos Wealth Management
Illinois
$497K 447 -44 -9%
SAG
124
SageView Advisory Group
California
$497K 447 -5 -1%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$491K 441 -355 -45%
3 4
5
6 7