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Bank of America Series L
BAC.PRL

Overview Fund Activity

257 hedge funds and large institutions have $2.23B invested in Bank of America Series L in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 11 closing their positions.

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
28
Increased
72
Reduced
74
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$74.1M
2
CAM
2
Camden Asset Management
California
$75.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$340M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$19M
5
ACM
5
Advisors Capital Management
New Jersey
$8.72M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$24.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.2M
3
State Street
3
State Street
Massachusetts
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$54.2M
5
BlackRock
5
BlackRock
New York
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$718K 600 +600 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$717K 599 +395 +194%
RFA
128
Resurgent Financial Advisors
Georgia
$685K 573 -569 -50%
AAS
129
Ameritas Advisory Services
Nebraska
$682K 570 – –
TB
130
Terril Brothers
Missouri
$667K 558 – –
NW
131
NewEdge Wealth
Pennsylvania
$652K 545 -20 -4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$652K 545 +5 +0.9%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$648K 542 +65 +14%
SIG
134
Stonegate Investment Group
Alabama
$638K 533 – –
PWP
135
Principle Wealth Partners
Connecticut
$599K 501 +60 +14%
Brown Advisory
136
Brown Advisory
Maryland
$591K 493 -25 -5%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$584K 450 – –
WA
138
Wambolt & Associates
Colorado
$568K 485 – –
CAC
139
Certified Advisory Corp
Florida
$566K 473 -130 -22%
CWM
140
Calamos Wealth Management
Illinois
$551K 461 +16 +4%
WC
141
Waterloo Capital
Texas
$547K 457 -7 -2%
IAS
142
Insigneo Advisory Services
Florida
$538K 448 +448 New
CPIG
143
Chicago Partners Investment Group
Illinois
$516K 429 +5 +1%
NPF
144
Norris Perne & French
Michigan
$512K 428 – –
ISWM
145
Independent Solutions Wealth Management
New York
$499K 417 -13 -3%
LFAS
146
Level Four Advisory Services
Texas
$493K 412 -77 -16%
VFA
147
Valeo Financial Advisors
Indiana
$487K 92,710 -77 -0.1%
WS
148
Wedbush Securities
California
$483K 404 +9 +2%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$474K 397 – –
IWC
150
Integrated Wealth Concepts
Massachusetts
$467K 390 – –
4 5
6
7 8