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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.08M 902 +91 +11%
SAMC
102
Spectrum Asset Management (Connecticut)
Connecticut
$1.07M 897 -2,898 -76%
SCA
103
Snowden Capital Advisors
New York
$1.04M 857 +120 +16%
TS
104
Tamar Securities
California
$1.03M 861 +4 +0.5%
EWA
105
EverSource Wealth Advisors
Alabama
$987K 858 – –
SEI Investments
106
SEI Investments
Pennsylvania
$986K 826 -126 -13%
FHB
107
First Hawaiian Bank
Hawaii
$971K 813 +520 +177%
MIA
108
MeadowBrook Investment Advisors
Michigan
$954K 800 +10 +1%
CFS
109
Coordinated Financial Services
Colorado
$951K 796 +796 New
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$935K 783 +783 New
HighTower Advisors
111
HighTower Advisors
Illinois
$931K 779 +389 +100%
WB
112
Webster Bank
Connecticut
$905K 758 – –
SFA
113
Sequoia Financial Advisors
Ohio
$883K 740 +740 New
JSL
114
JT Stratford LLC
Georgia
$876K 734 +67 +10%
PIM
115
Penobscot Investment Management
Massachusetts
$846K 709 +709 New
SWM
116
Sugarloaf Wealth Management
Georgia
$796K 667 -83 -11%
FFA
117
First Foundation Advisors
California
$789K 661 -8 -1%
NCM
118
Novare Capital Management
North Carolina
$783K 656 -10 -2%
CMS
119
Capital Market Strategies
Florida
$758K 635 -10 -2%
CAC
120
Certified Advisory Corp
Florida
$720K 603 -7 -1%
CS
121
Credit Suisse
Switzerland
$716K 600 -5,000 -89%
AAS
122
Ameritas Advisory Services
Nebraska
$676K 570 – –
TB
123
Terril Brothers
Missouri
$666K 558 – –
NW
124
NewEdge Wealth
Pennsylvania
$660K 565 -3 -0.5%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$645K 540 -28 -5%
3 4
5
6 7