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Bank of America Series L
BAC.PRL

Overview Fund Activity

222 hedge funds and large institutions have $2.15B invested in Bank of America Series L in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
18
Increased
55
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$216M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$256M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$26.2M
4
State Street
4
State Street
Massachusetts
$75.3M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$76.8M

Top Sellers

1
CAM
1
Camden Asset Management
California
$82.8M
2
ZA
2
Zazove Associates
Nevada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.96M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$35.9M
5
American Century Companies
5
American Century Companies
Missouri
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$315K 269 -223 -45%
WW
152
Westshore Wealth
California
$311K 265 +34 +15%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$304K 259 -6 -2%
JIC
154
Joel Isaacson & Co
New York
$302K 257 -102 -28%
BC
155
Bowman & Company
Wisconsin
$293K 249 -51 -17%
PFS
156
Prospera Financial Services
Texas
$292K 249 – –
EAM
157
Evanson Asset Management
California
$287K 245 – –
WA
158
Wambolt & Associates
Colorado
$286K 244 -45 -16%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$280K 239 +4 +2%
VCWA
160
Vanguard Capital Wealth Advisors
Colorado
$275K 235 – –
EM
161
Excalibur Management
Massachusetts
$273K 233 – –
BFG
162
Berger Financial Group
Minnesota
$265K 226 -25 -10%
PCM
163
Pennsylvania Capital Management
Pennsylvania
$258K 220 – –
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
– – – –
NA
165
NewEdge Advisors
Louisiana
$253K 216 – –
CAN
166
Cetera Advisor Networks
California
$250K 214 +214 New
AMIM
167
Aull & Monroe Investment Management
Alabama
$246K 210 – –
CPIG
168
Chicago Partners Investment Group
Illinois
$240K 203 +4 +2%
PCS
169
Personal CFO Solutions
New Jersey
$240K 205 – –
SGK
170
Steigerwald Gordon & Koch
Virginia
$234K 200 – –
Cohen & Steers
171
Cohen & Steers
New York
$234K 200 – –
OAM
172
Oppenheimer Asset Management
New York
$230K 196 +23 +13%
Nuveen Asset Management
173
Nuveen Asset Management
Illinois
– – – –
KFS
174
Kaizen Financial Strategies
California
$226K 194 +3 +2%
AAS
175
Ameritas Advisory Services
Nebraska
$219K 190 -380 -67%
5 6
7
8 9