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Bank of America Series L
BAC.PRL

Overview Fund Activity

200 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2021 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
200
Holders Change
+184
Holders Change %
+1,150%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
187
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$278M
2
ACM
2
Advent Capital Management
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$176M
4
CAM
4
Camden Asset Management
California
$132M
5
State Street
5
State Street
Massachusetts
$95.6M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
MA
2
Menlo Advisors
California
$4.59M
3
IA
3
IFP Advisors
Florida
$1.51M
4
PCG
4
Private Capital Group
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
126
Bowman & Company
Wisconsin
$419K 291 +291 New
OIA
127
OneDigital Investment Advisors
Kansas
$406K 281 +281 New
NA
128
NewEdge Advisors
Louisiana
$403K 279 +279 New
NFC
129
Northeast Financial Consultants
Connecticut
$399K 276 +276 New
William Blair & Company
130
William Blair & Company
Illinois
$392K 271 +271 New
SA
131
Strategic Advisors
New York
$390K 270 +270 New
BFG
132
Berger Financial Group
Minnesota
$377K 261 +261 New
EVM
133
Eaton Vance Management
Massachusetts
$361K 250 +250 New
EAM
134
Evanson Asset Management
California
$354K 245 +245 New
LWM
135
Laidlaw Wealth Management
New York
$350K 242 +242 New
CAN
136
Cetera Advisor Networks
California
$345K 239 +239 New
CB
137
Commerce Bank
Missouri
$340K 235 +235 New
VCWA
138
Vanguard Capital Wealth Advisors
Colorado
$339K 235 – –
Nuveen Asset Management
139
Nuveen Asset Management
Illinois
– – – –
PCM
140
Pennsylvania Capital Management
Pennsylvania
$318K 220 +220 New
QPW
141
Quantum Private Wealth
Florida
$309K 214 +214 New
AMIM
142
Aull & Monroe Investment Management
Alabama
$303K 210 +210 New
PCS
143
Personal CFO Solutions
New Jersey
$296K 205 +205 New
GCIA
144
Gabelli & Co Investment Advisers
New York
$290K 200 +200 New
SGK
145
Steigerwald Gordon & Koch
Virginia
$289K 200 +200 New
Cohen & Steers
146
Cohen & Steers
New York
$289K 200 +200 New
WW
147
Westshore Wealth
California
$288K 199 +199 New
WPC
148
Wedmont Private Capital
Pennsylvania
$284K 196 +196 New
Creative Planning
149
Creative Planning
Kansas
$280K 194 +194 New
CPIG
150
Chicago Partners Investment Group
Illinois
$279K 211 +211 New
4 5
6
7 8