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Bank of America Series L
BAC.PRL

Overview Fund Activity

205 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
34
Increased
45
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$246M
3
P8IP
3
Pier 88 Investment Partners
California
$18.5M
4
ACM
4
Advent Capital Management
New York
$186M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.63M
2
CAM
2
Camden Asset Management
California
$77.2M
3
CS
3
Credit Suisse
Switzerland
$15.6M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$0
5
OCM
5
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$426K – – –
RFA
127
Resurgent Financial Advisors
Georgia
$422K +$422K +350 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$396K +$396K +329 New
CWM
129
Calamos Wealth Management
Illinois
$389K -$10.8K -9 -3%
RMDI
130
R.M. Davis Inc
Maine
$373K – – –
IWC
131
Integrated Wealth Concepts
Massachusetts
$373K +$373K +310 New
OIA
132
OneDigital Investment Advisors
Kansas
$357K +$18.1K +15 +5%
BC
133
Bowman & Company
Wisconsin
$352K +$1.2K +1 +0.3%
NFC
134
Northeast Financial Consultants
Connecticut
$333K – – –
BFG
135
Berger Financial Group
Minnesota
$314K – – –
GCIA
136
Gabelli & Co Investment Advisers
New York
$301K +$30.1K +25 +11%
EAM
137
Evanson Asset Management
California
$295K – – –
VCWA
138
Vanguard Capital Wealth Advisors
Colorado
$283K – – –
CB
139
Commerce Bank
Missouri
$283K – – –
William Blair & Company
140
William Blair & Company
Illinois
$275K – – –
PCM
141
Pennsylvania Capital Management
Pennsylvania
$265K +$265K +220 New
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$261K -$285K – –
FHB
143
First Hawaiian Bank
Hawaii
$261K +$261K +217 New
AMIM
144
Aull & Monroe Investment Management
Alabama
$253K – – –
PCS
145
Personal CFO Solutions
New Jersey
$247K – – –
Citadel Advisors
146
Citadel Advisors
Florida
$242K -$8.43K -7 -3%
CPIG
147
Chicago Partners Investment Group
Illinois
$242K – – –
SGK
148
Steigerwald Gordon & Koch
Virginia
$241K – – –
Cohen & Steers
149
Cohen & Steers
New York
$241K – – –
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$239K +$239K +198 New
4 5
6
7 8