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Bank of America Series L
BAC.PRL

Overview Fund Activity

235 hedge funds and large institutions have $2.29B invested in Bank of America Series L in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 12 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
61
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$322M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$29.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.6M
5
CAM
5
Camden Asset Management
California
$97.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$51.4M
2
State Street
2
State Street
Massachusetts
$64.4M
3
American Century Companies
3
American Century Companies
Missouri
$32.3M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$4.57M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
126
Wambolt & Associates
Colorado
$584K 485 +265 +120%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$574K 476 +13 +3%
PHS
128
Pekin Hardy Strauss
Illinois
$550K 456 -90 -16%
M&T Bank
129
M&T Bank
New York
$545K 452 -111 -20%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$534K 450 – –
CPRC
131
Consolidated Portfolio Review Corp
New York
$524K 435 +105 +32%
ISWM
132
Independent Solutions Wealth Management
New York
$518K 430 – –
SG Americas Securities
133
SG Americas Securities
New York
$518K 430 -3,000 -87%
NPF
134
Norris Perne & French
Michigan
$516K 428 – –
WS
135
Wedbush Securities
California
$489K 406 -15 -4%
ICM
136
Islay Capital Management
Texas
$482K 400 – –
IWC
137
Integrated Wealth Concepts
Massachusetts
$470K 390 – –
HighTower Advisors
138
HighTower Advisors
Illinois
$469K 390 +48 +14%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$453K 375 -3 -0.8%
CPIG
140
Chicago Partners Investment Group
Illinois
$449K 380 +3 +0.8%
ACM
141
AlphaStar Capital Management
North Carolina
$446K 370 +370 New
GF
142
Gries Financial
Ohio
$441K 366 – –
Bessemer Group
143
Bessemer Group
New Jersey
$428K 355 +330 +1,320%
CWM
144
Calamos Wealth Management
Illinois
$427K 354 -93 -21%
GT
145
Glenmede Trust
Pennsylvania
$422K 350 – –
PWP
146
Principle Wealth Partners
Connecticut
$416K 345 – –
GGS
147
Galvin Gaustad & Stein
Arizona
$405K 336 -375 -53%
BSW
148
Buckingham Strategic Wealth
Missouri
$401K 333 – –
PFS
149
Prospera Financial Services
Texas
$397K 329 +33 +11%
ECG
150
Edge Capital Group
Georgia
$394K 325 – –
4 5
6
7 8