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Bank of America Series L
BAC.PRL

Overview Fund Activity

192 hedge funds and large institutions have $2.44B invested in Bank of America Series L in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
4.24%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
17
Increased
64
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOAME
1
Lombard Odier Asset Management (Europe)
United Kingdom
$60.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$105M
3
ACM
3
Advent Capital Management
New York
$179M
4
CAM
4
Camden Asset Management
California
$32.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$525M
2
Wells Fargo
2
Wells Fargo
California
$34.7M
3
American Century Companies
3
American Century Companies
Missouri
$29.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
State Street
5
State Street
Massachusetts
$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Menlo Advisors
California
$230K – – –
HA
152
HYA Advisors
Missouri
$227K – – –
CWP
153
Capital Wealth Planning
Florida
$227K +$227K +179 New
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$222K -$254K – –
MAFM
155
Mid Atlantic Financial Management
Pennsylvania
$222K – – –
GT
156
Glenmede Trust
Pennsylvania
$217K – – –
GA
157
GFS Advisors
Texas
$209K +$209K +165 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$204K -$239K – –
PIA
159
Powell Investment Advisors
Florida
$203K – – –
SFS
160
Sowell Financial Services
Arkansas
$162K – – –
IAS
161
IMA Advisory Services
Colorado
$158K – – –
BBHC
162
Brown Brothers Harriman & Co
New York
$133K +$108K +85 +425%
OAM
163
Oppenheimer Asset Management
New York
$125K -$1.26K -1 -1%
FCA
164
FinTrust Capital Advisors
South Carolina
$119K – – –
LC
165
Lindbrook Capital
California
$72K +$25.3K +20 +54%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$71K – – –
TCM
167
Tradewinds Capital Management
Washington
$70K +$19.1K +15 +38%
SA
168
SRH Advisors
Kansas
$63K – – –
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
CFB
170
Cullen/Frost Bankers
Texas
$56K – – –
AF
171
Allworth Financial
California
$54K – – –
PA
172
Parallel Advisors
California
$54K – – –
BAMG
173
Brand Asset Management Group
Missouri
$51K – – –
FHA
174
Flagship Harbor Advisors
Massachusetts
$42K – – –
FWM
175
Focused Wealth Management
New York
$39K -$3.77K -3 -9%
5 6
7
8 9