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Bank of America Series L
BAC.PRL

Overview Fund Activity

212 hedge funds and large institutions have $2.03B invested in Bank of America Series L in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$106M
2
Ameriprise
2
Ameriprise
Minnesota
$39.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$66.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$203M
2
Amundi
2
Amundi
France
$12.1M
3
CW
3
Connectus Wealth
Ohio
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$234M
5
BlackRock
5
BlackRock
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
FHB
151
First Hawaiian Bank
Hawaii
$252K 217 – –
NA
152
NewEdge Advisors
Louisiana
$252K 226 -221 -49%
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
– – – –
CPIG
154
Chicago Partners Investment Group
Illinois
$244K 199 +2 +1%
AMIM
155
Aull & Monroe Investment Management
Alabama
$244K 210 – –
PCS
156
Personal CFO Solutions
New Jersey
$232K 200 -5 -2%
Cohen & Steers
157
Cohen & Steers
New York
$232K 200 – –
SGK
158
Steigerwald Gordon & Koch
Virginia
$232K 200 – –
KFS
159
Kaizen Financial Strategies
California
$230K 189 +189 New
Nuveen Asset Management
160
Nuveen Asset Management
Illinois
– – – –
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$219K 189 +189 New
NFC
162
Northeast Financial Consultants
Connecticut
$213K 184 -92 -33%
SA
163
Strategic Advisors
New York
$209K 180 +1 +0.6%
UIA
164
Ulland Investment Advisors
Minnesota
$184K 159 +159 New
ASN
165
Advisory Services Network
Georgia
$171K 147 +147 New
HCM
166
Hollencrest Capital Management
California
$162K 140 +140 New
BC
167
Burleson & Co
California
$151K 130 – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$143K 123 +67 +120%
BBHC
169
Brown Brothers Harriman & Co
New York
$122K 105 – –
FCA
170
FinTrust Capital Advisors
South Carolina
$109K 94 – –
IAS
171
IMA Advisory Services
Colorado
$98.6K 85 – –
R
172
Rebalance
California
$91.6K 79 +79 New
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$75.4K 65 +65 New
PTC
174
Private Trust Company
Ohio
$72K 62 – –
Barclays
175
Barclays
United Kingdom
$66K 57 +57 New
5 6
7
8 9