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Bank of America Series L
BAC.PRL

Overview Fund Activity

262 hedge funds and large institutions have $2.35B invested in Bank of America Series L in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
23
Increased
71
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$251M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$44M
3
American Century Companies
3
American Century Companies
Missouri
$40.4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$85.1M
5
EP
5
EPIQ Partners
Minnesota
$5.45M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$354M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$673K
5
CAM
5
Camden Asset Management
California
$78.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$731K 574 +32 +6%
AAS
127
Ameritas Advisory Services
Nebraska
$726K 570 – –
TB
128
Terril Brothers
Missouri
$710K 558 – –
NCM
129
Novare Capital Management
North Carolina
$685K 538 -118 -18%
NW
130
NewEdge Wealth
Pennsylvania
$684K 537 -8 -1%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$684K 537 -8 -1%
SIG
132
Stonegate Investment Group
Alabama
$679K 533 – –
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$673K 3,050 -12,795 -81%
RFA
134
Resurgent Financial Advisors
Georgia
$671K 527 -46 -8%
Creative Planning
135
Creative Planning
Kansas
$656K 515 +160 +45%
WA
136
Wambolt & Associates
Colorado
$612K 485 – –
CAC
137
Certified Advisory Corp
Florida
$602K 473 – –
CWM
138
Calamos Wealth Management
Illinois
$586K 460 -1 -0.2%
IAS
139
Insigneo Advisory Services
Florida
$580K 456 +8 +2%
WC
140
Waterloo Capital
Texas
$569K 447 -10 -2%
RBFC
141
Roman Butler Fullerton & Co
Missouri
$569K 450 – –
WS
142
Wedbush Securities
California
$550K 432 +28 +7%
NPF
143
Norris Perne & French
Michigan
$545K 428 – –
CPIG
144
Chicago Partners Investment Group
Illinois
$536K 429 – –
HF
145
HRT Financial
New York
$509K 400 +400 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$505K 397 – –
IWC
147
Integrated Wealth Concepts
Massachusetts
$496K 390 – –
PWSG
148
Pacific Wealth Strategies Group
California
$495K 389 +88 +29%
GGS
149
Galvin Gaustad & Stein
Arizona
$490K 385 +45 +13%
IC
150
Inscription Capital
Texas
$486K 382 – –
4 5
6
7 8