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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TS
101
Tamar Securities
California
$1.03M 857 +4 +0.5%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$977K 811 +146 +22%
MIA
103
MeadowBrook Investment Advisors
Michigan
$952K 790 +790 New
WB
104
Webster Bank
Connecticut
$914K 758 – –
SWM
105
Sugarloaf Wealth Management
Georgia
$904K 750 -255 -25%
SCA
106
Snowden Capital Advisors
New York
$888K 737 +737 New
FFA
107
First Foundation Advisors
California
$806K 669 -12 -2%
JSL
108
JT Stratford LLC
Georgia
$804K 667 +667 New
NCM
109
Novare Capital Management
North Carolina
$803K 666 – –
CMS
110
Capital Market Strategies
Florida
$777K 645 – –
CAC
111
Certified Advisory Corp
Florida
$735K 610 -26 -4%
XWM
112
Xcel Wealth Management
Florida
$735K 610 +70 +13%
Northern Trust
113
Northern Trust
Illinois
$732K 607 +607 New
AAS
114
Ameritas Advisory Services
Nebraska
$687K 570 – –
RFA
115
Resurgent Financial Advisors
Georgia
$686K 569 +71 +14%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$685K 568 +10 +2%
NW
117
NewEdge Wealth
Pennsylvania
$685K 568 +10 +2%
TB
118
Terril Brothers
Missouri
$673K 558 -200 -26%
SIG
119
Stonegate Investment Group
Alabama
$642K 533 -50 -9%
Comerica Bank
120
Comerica Bank
Texas
$632K 524 +69 +15%
Brown Advisory
121
Brown Advisory
Maryland
$625K 518 – –
HF
122
HRT Financial
New York
$609K 506 +506 New
VFA
123
Valeo Financial Advisors
Indiana
$605K 92,805 -150 -0.2%
LFAS
124
Level Four Advisory Services
Texas
$589K 489 +17 +4%
WC
125
Waterloo Capital
Texas
$589K 489 +489 New
3 4
5
6 7