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Bank of America Series L
BAC.PRL

Overview Fund Activity

262 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$251M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$44M
3
American Century Companies
3
American Century Companies
Missouri
$40.4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$85.1M
5
EP
5
EPIQ Partners
Minnesota
$5.45M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$354M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$673K
5
CAM
5
Camden Asset Management
California
$78.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
AlphaStar Capital Management
North Carolina
$1.2M 942 +30 +3%
DIA
102
Dana Investment Advisors
Wisconsin
$1.19M 932 – –
SEI Investments
103
SEI Investments
Pennsylvania
$1.16M 910 -7 -0.8%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.14M 897 -33 -4%
TS
105
Tamar Securities
California
$1.14M 894 +4 +0.4%
US Bancorp
106
US Bancorp
Minnesota
$1.13M 888 +4 +0.5%
EWA
107
EverSource Wealth Advisors
Alabama
$1.08M 852 +2 +0.2%
SFA
108
Sequoia Financial Advisors
Ohio
$1.07M 840 +94 +13%
PIM
109
Penobscot Investment Management
Massachusetts
$1.07M 839 – –
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$1.06M 835 -73 -8%
JSL
111
JT Stratford LLC
Georgia
$1.05M 826 +31 +4%
TWM
112
TCFG Wealth Management
California
$1.04M 818 +818 New
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$997K 783 – –
VFA
114
Valeo Financial Advisors
Indiana
$977K 93,075 +365 +0.4%
MIA
115
MeadowBrook Investment Advisors
Michigan
$969K 762 -18 -2%
WB
116
Webster Bank
Connecticut
$965K 758 – –
WIA
117
Wetzel Investment Advisors
Indiana
$891K 700 – –
FHB
118
First Hawaiian Bank
Hawaii
$864K 679 -48 -7%
CMS
119
Capital Market Strategies
Florida
$808K 635 – –
BAM
120
BOS Asset Management
Illinois
$806K 633 – –
SWM
121
Sugarloaf Wealth Management
Georgia
$798K 627 – –
PWP
122
Principle Wealth Partners
Connecticut
– – -501 Closed
UBS AM
123
UBS AM
Illinois
$764K 600 – –
FFA
124
First Foundation Advisors
California
$756K 594 -32 -5%
DADC
125
D.A. Davidson & Co
Montana
$741K 582 +582 New
3 4
5
6 7