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Bank of America Series L
BAC.PRL

Overview Fund Activity

242 hedge funds and large institutions have $2.19B invested in Bank of America Series L in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
63
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$15.1M
2
BlackRock
2
BlackRock
New York
$187M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.1M
5
SIM
5
SSI Investment Management
California
$20.6M

Top Sellers

1
CAM
1
Camden Asset Management
California
$52.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
126
Stonegate Investment Group
Alabama
$636K – – –
Brown Advisory
127
Brown Advisory
Maryland
$620K – – –
Barclays
128
Barclays
United Kingdom
$596K +$596K +500 New
LFAS
129
Level Four Advisory Services
Texas
$589K – – –
WA
130
Wambolt & Associates
Colorado
$579K – – –
Baird Financial Group
131
Baird Financial Group
Wisconsin
$569K +$1.19K +1 +0.2%
VFA
132
Valeo Financial Advisors
Indiana
$566K -$110 -18 -0%
WC
133
Waterloo Capital
Texas
$554K -$29.8K -25 -5%
IC
134
Inscription Capital
Texas
$532K +$532K +446 New
CWM
135
Calamos Wealth Management
Illinois
$531K +$109K +91 +26%
PWP
136
Principle Wealth Partners
Connecticut
$526K +$115K +96 +28%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$523K – – –
ISWM
138
Independent Solutions Wealth Management
New York
$513K – – –
NPF
139
Norris Perne & French
Michigan
$511K – – –
PHS
140
Pekin Hardy Strauss
Illinois
$510K -$34.6K -29 -6%
CPIG
141
Chicago Partners Investment Group
Illinois
$495K +$51.4K +44 +12%
ICM
142
Islay Capital Management
Texas
$477K – – –
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$474K +$474K +397 New
WS
144
Wedbush Securities
California
$472K -$13.1K -11 -3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$466K – – –
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$448K – – –
GT
147
Glenmede Trust
Pennsylvania
$418K – – –
GGS
148
Galvin Gaustad & Stein
Arizona
$414K +$13.1K +11 +3%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$399K +$138K +116 +53%
BSW
150
Buckingham Strategic Wealth
Missouri
$398K – – –
4 5
6
7 8