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Bank of America Series L
BAC.PRL

Overview Fund Activity

195 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
3.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
11
Increased
62
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$255M
2
CW
2
Connectus Wealth
Ohio
$22.7M
3
Ameriprise
3
Ameriprise
Minnesota
$28.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$27.3M
5
ACM
5
Advent Capital Management
New York
$189M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.6M
3
EHC
3
Everett Harris & Co
California
$21.9M
4
American Century Companies
4
American Century Companies
Missouri
$57.2M
5
BlackRock
5
BlackRock
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
QPW
151
Quantum Private Wealth
Florida
$206K 176 – –
V
152
ValueWorks
New York
$203K 173 -16 -8%
OWP
153
Obermeyer Wealth Partners
Colorado
$202K 172 +172 New
GT
154
Glenmede Trust
Pennsylvania
$175K 150 – –
IAMOG
155
Investors Asset Management of Georgia
Georgia
$152K 130 – –
BC
156
Burleson & Co
California
$152K 130 +130 New
BBHC
157
Brown Brothers Harriman & Co
New York
$123K 105 – –
CT
158
Clearstead Trust
Maine
$117K 100 +100 New
FCA
159
FinTrust Capital Advisors
South Carolina
$109K 94 – –
IAS
160
IMA Advisory Services
Colorado
$100K 85 – –
EL
161
EMFO LLC
Florida
$76K 65 – –
PTC
162
Private Trust Company
Ohio
$73K 62 -1 -2%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$66K 56 – –
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$61K 52 – –
LWP
165
Laurel Wealth Planning
Minnesota
$59K 50 – –
SA
166
SRH Advisors
Kansas
$59K 50 – –
HNWAG
167
High Net Worth Advisory Group
Florida
$59K 50 – –
CFB
168
Cullen/Frost Bankers
Texas
$55K 47 -12 -20%
TA
169
Tectonic Advisors
Texas
$54K 46 – –
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K 45 – –
SPIA
171
Steward Partners Investment Advisory
New York
$53K 45 +1 +2%
LCM
172
Logan Capital Management
Pennsylvania
$52K 44 – –
AF
173
Allworth Financial
California
$50K 43 – –
TPCW
174
TD Private Client Wealth
New York
$41.1K 35 +20 +133%
FWM
175
Focused Wealth Management
New York
$35K 30 – –
5 6
7
8 9