BAC.PRL icon

Bank of America Series L
BAC.PRL

Overview Fund Activity

205 hedge funds and large institutions have $2.02B invested in Bank of America Series L in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
34
Increased
45
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$246M
3
P8IP
3
Pier 88 Investment Partners
California
$18.5M
4
ACM
4
Advent Capital Management
New York
$186M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.63M
2
CAM
2
Camden Asset Management
California
$77.2M
3
CS
3
Credit Suisse
Switzerland
$15.6M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$0
5
OCM
5
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
151
Westshore Wealth
California
$237K +$3.61K +3 +2%
Nuveen Asset Management
152
Nuveen Asset Management
Illinois
$236K -$305K – –
V
153
ValueWorks
New York
$228K -$14.5K -12 -6%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$220K +$220K +183 New
SA
155
Strategic Advisors
New York
$215K -$84.6K -70 -28%
QPW
156
Quantum Private Wealth
Florida
$211K -$45.6K -38 -18%
LWM
157
Laidlaw Wealth Management
New York
$207K -$84.2K -70 -29%
GT
158
Glenmede Trust
Pennsylvania
$180K – – –
IAMOG
159
Investors Asset Management of Georgia
Georgia
$157K +$157K +130 New
BBHC
160
Brown Brothers Harriman & Co
New York
$126K -$28.8K -24 -19%
CA
161
Clearstead Advisors
Ohio
$120K +$120K +100 New
FCA
162
FinTrust Capital Advisors
South Carolina
$117K – – –
IAS
163
IMA Advisory Services
Colorado
$102K – – –
FWP
164
FAS Wealth Partners
Kansas
$84K – – –
EL
165
EMFO LLC
Florida
$78K – – –
PTC
166
Private Trust Company
Ohio
$76K +$76K +63 New
CFB
167
Cullen/Frost Bankers
Texas
$71K – – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$67K – – –
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$62K – – –
SA
170
SRH Advisors
Kansas
$60K – – –
HNWAG
171
High Net Worth Advisory Group
Florida
$60K – – –
LWP
172
Laurel Wealth Planning
Minnesota
$60K +$60K +50 New
TA
173
Tectonic Advisors
Texas
$55K – – –
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$53K -$24.1K -20 -31%
5 6
7
8 9