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Bank of America Series L
BAC.PRL

Overview Fund Activity

195 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
3.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$255M
2
CW
2
Connectus Wealth
Ohio
$22.7M
3
Ameriprise
3
Ameriprise
Minnesota
$28.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$27.3M
5
ACM
5
Advent Capital Management
New York
$189M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.6M
3
EHC
3
Everett Harris & Co
California
$21.9M
4
American Century Companies
4
American Century Companies
Missouri
$57.2M
5
BlackRock
5
BlackRock
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Calamos Wealth Management
Illinois
$379K 323 – –
RMDI
127
R.M. Davis Inc
Maine
$364K 310 – –
IWC
128
Integrated Wealth Concepts
Massachusetts
$364K 310 – –
OIA
129
OneDigital Investment Advisors
Kansas
$347K 296 – –
BC
130
Bowman & Company
Wisconsin
$346K 295 +2 +0.7%
NFC
131
Northeast Financial Consultants
Connecticut
$324K 276 – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$321K 274 -80 -23%
William Blair & Company
133
William Blair & Company
Illinois
$310K 264 +36 +16%
BFG
134
Berger Financial Group
Minnesota
$306K 261 – –
GCIA
135
Gabelli & Co Investment Advisers
New York
$293K 250 – –
EAM
136
Evanson Asset Management
California
$287K 245 – –
VCWA
137
Vanguard Capital Wealth Advisors
Colorado
$276K 235 – –
CB
138
Commerce Bank
Missouri
$258K 220 -15 -6%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$258K 220 – –
FHB
140
First Hawaiian Bank
Hawaii
$255K 217 – –
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
– – – –
AMIM
142
Aull & Monroe Investment Management
Alabama
$247K 210 – –
PCS
143
Personal CFO Solutions
New Jersey
$240K 205 – –
Cohen & Steers
144
Cohen & Steers
New York
$235K 200 – –
SGK
145
Steigerwald Gordon & Koch
Virginia
$235K 200 – –
Nuveen Asset Management
146
Nuveen Asset Management
Illinois
– – – –
WW
147
Westshore Wealth
California
$225K 192 -5 -3%
CPIG
148
Chicago Partners Investment Group
Illinois
$224K 197 +3 +2%
SA
149
Strategic Advisors
New York
$210K 179 +1 +0.6%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$210K 179 +179 New
4 5
6
7 8