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Bank of America Series L
BAC.PRL

Overview Fund Activity

200 hedge funds and large institutions have $2.32B invested in Bank of America Series L in 2021 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
200
Holders Change
+184
Holders Change %
+1,150%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
187
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$278M
2
ACM
2
Advent Capital Management
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$176M
4
CAM
4
Camden Asset Management
California
$132M
5
State Street
5
State Street
Massachusetts
$95.6M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
MA
2
Menlo Advisors
California
$4.59M
3
IA
3
IFP Advisors
Florida
$1.51M
4
PCG
4
Private Capital Group
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$257K 178 +178 New
DWM
152
Darwin Wealth Management
Florida
$255K 180 +180 New
ECM
153
ExodusPoint Capital Management
New York
$243K 168 +168 New
PIA
154
Powell Investment Advisors
Florida
$234K 160 +160 New
Wellington Management Group
155
Wellington Management Group
Massachusetts
$224K 155 +155 New
NCM
156
Nelson Capital Management
California
$217K 150 +150 New
GT
157
Glenmede Trust
Pennsylvania
$216K 150 +150 New
OC
158
Oppenheimer & Co
New York
$211K 146 +146 New
RM
159
Resource Management
Louisiana
$210K 145 +145 New
DI
160
Diligent Investors
California
$210K 145 +145 New
PGIM
161
Pacific Global Investment Management
California
$201K 139 +139 New
FCA
162
FinTrust Capital Advisors
South Carolina
$136K 94 +94 New
IAS
163
IMA Advisory Services
Colorado
$123K 85 +85 New
SPIA
164
Steward Partners Investment Advisory
New York
$110K 76 +76 New
Bessemer Group
165
Bessemer Group
New Jersey
$108K 75 +75 New
FWP
166
FAS Wealth Partners
Kansas
$101K 70 +70 New
EL
167
EMFO LLC
Florida
$94K 65 +65 New
CFB
168
Cullen/Frost Bankers
Texas
$85K 59 +59 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$81K 56 +56 New
TCM
170
Tradewinds Capital Management
Washington
$79K 55 +55 New
HNB
171
Huntington National Bank
Ohio
$78K 54 – –
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$75K 52 +52 New
HNWAG
173
High Net Worth Advisory Group
Florida
$72K 50 +50 New
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K 45 +45 New
AF
175
Allworth Financial
California
$62K 43 +43 New
5 6
7
8 9