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Bank of America Series L
BAC.PRL

Overview Fund Activity

258 hedge funds and large institutions have $2.26B invested in Bank of America Series L in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
21
Increased
71
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$364M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$122M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$18.8M
4
American Century Companies
4
American Century Companies
Missouri
$52.8M
5
CAM
5
Camden Asset Management
California
$82.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$21.4M
2
ACM
2
Advent Capital Management
New York
$212M
3
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$70.7M
4
OA
4
Oxbow Advisors
Texas
$413K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
First Foundation Advisors
California
$704K -$20.7K -17 -3%
AAS
127
Ameritas Advisory Services
Nebraska
$695K – – –
TB
128
Terril Brothers
Missouri
$680K – – –
NCM
129
Novare Capital Management
North Carolina
$656K – – –
SIG
130
Stonegate Investment Group
Alabama
$650K – – –
RFA
131
Resurgent Financial Advisors
Georgia
$644K +$2.44K +2 +0.4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$634K -$20.7K -17 -3%
NW
133
NewEdge Wealth
Pennsylvania
$634K -$20.7K -17 -3%
WA
134
Wambolt & Associates
Colorado
$591K -$1.22K -1 -0.2%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$586K +$129K +106 +28%
CAC
136
Certified Advisory Corp
Florida
$569K -$7.32K -6 -1%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$557K – – –
IAS
138
Insigneo Advisory Services
Florida
$556K – – –
WC
139
Waterloo Capital
Texas
$545K – – –
SG Americas Securities
140
SG Americas Securities
New York
$524K -$2.44M -2,000 -82%
CPIG
141
Chicago Partners Investment Group
Illinois
$523K +$2.43K +2 +0.5%
NPF
142
Norris Perne & French
Michigan
$522K – – –
PWSG
143
Pacific Wealth Strategies Group
California
$496K +$21.9K +18 +5%
WS
144
Wedbush Securities
California
$484K -$42.7K -35 -8%
IWC
145
Integrated Wealth Concepts
Massachusetts
$476K – – –
CWM
146
Calamos Wealth Management
Illinois
$469K -$91.4K -75 -16%
GGS
147
Galvin Gaustad & Stein
Arizona
$454K -$15.9K -13 -3%
GT
148
Glenmede Trust
Pennsylvania
$427K – – –
EH
149
Equitable Holdings
New York
$424K -$34.1K -28 -7%
OA
150
Oxbow Advisors
Texas
$413K -$10.1M -8,256 -96%
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6
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