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Bank of America Series L
BAC.PRL

Overview Fund Activity

215 hedge funds and large institutions have $2.09B invested in Bank of America Series L in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
57
Reduced
59
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$81.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$91.2M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$46.5M
5
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$25.2M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$213M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
Amundi
3
Amundi
France
$0
4
P8IP
4
Pier 88 Investment Partners
California
$8.64M
5
State Street
5
State Street
Massachusetts
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
151
Evanson Asset Management
California
$286K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$274K -$28K -24 -9%
VCWA
153
Vanguard Capital Wealth Advisors
Colorado
$274K – – –
EM
154
Excalibur Management
Massachusetts
$272K – – –
WW
155
Westshore Wealth
California
$270K +$8.17K +7 +3%
PCM
156
Pennsylvania Capital Management
Pennsylvania
$257K – – –
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$253K -$252K – –
FHB
158
First Hawaiian Bank
Hawaii
$253K – – –
NA
159
NewEdge Advisors
Louisiana
$252K -$11.7K -10 -4%
AMIM
160
Aull & Monroe Investment Management
Alabama
$245K – – –
PCS
161
Personal CFO Solutions
New Jersey
$239K +$5.84K +5 +3%
Cohen & Steers
162
Cohen & Steers
New York
$234K – – –
CPIG
163
Chicago Partners Investment Group
Illinois
$234K – – –
SGK
164
Steigerwald Gordon & Koch
Virginia
$234K – – –
AC
165
AlphaCore Capital
California
$227K +$227K +194 New
Nuveen Asset Management
166
Nuveen Asset Management
Illinois
$226K -$224K – –
KFS
167
Kaizen Financial Strategies
California
$223K +$2.33K +2 +1%
NFC
168
Northeast Financial Consultants
Connecticut
$215K – – –
SA
169
Strategic Advisors
New York
$211K +$1.17K +1 +0.6%
OAM
170
Oppenheimer Asset Management
New York
$202K +$202K +173 New
OWP
171
Obermeyer Wealth Partners
Colorado
$201K +$201K +172 New
UIA
172
Ulland Investment Advisors
Minnesota
$186K – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$180K +$164K +140 +1,000%
HCM
174
Hollencrest Capital Management
California
$163K – – –
BBHC
175
Brown Brothers Harriman & Co
New York
$123K – – –
5 6
7
8 9