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Bank of America Series L
BAC.PRL

Overview Fund Activity

217 hedge funds and large institutions have $2.05B invested in Bank of America Series L in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
217
Holders Change
-5
Holders Change %
-2.25%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
12
Increased
55
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$268M
2
ZA
2
Zazove Associates
Nevada
$5.57M
3
BlackRock
3
BlackRock
New York
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$90.9M
5
State Street
5
State Street
Massachusetts
$74.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$506K
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$60.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.02M
5
American Century Companies
5
American Century Companies
Missouri
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$300K +$1.11K +1 +0.4%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$288K – – –
JIC
153
Joel Isaacson & Co
New York
$283K -$3.34K -3 -1%
WW
154
Westshore Wealth
California
$283K -$12.2K -11 -4%
EH
155
Equitable Holdings
New York
$283K +$283K +254 New
BC
156
Bowman & Company
Wisconsin
$281K +$3.34K +3 +1%
EAM
157
Evanson Asset Management
California
$272K – – –
OAM
158
Oppenheimer Asset Management
New York
$261K +$43.4K +39 +20%
VCWA
159
Vanguard Capital Wealth Advisors
Colorado
$261K – – –
EM
160
Excalibur Management
Massachusetts
$259K – – –
BFG
161
Berger Financial Group
Minnesota
$251K – – –
PCM
162
Pennsylvania Capital Management
Pennsylvania
$245K – – –
WA
163
Wambolt & Associates
Colorado
$241K -$26.3K -24 -10%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$241K -$254K – –
CAN
165
Cetera Advisor Networks
California
$239K +$1.11K +1 +0.5%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$238K -$27.8K -25 -10%
AMIM
167
Aull & Monroe Investment Management
Alabama
$234K – – –
NA
168
NewEdge Advisors
Louisiana
$231K -$8.9K -8 -4%
PCS
169
Personal CFO Solutions
New Jersey
$228K – – –
SGK
170
Steigerwald Gordon & Koch
Virginia
$222K – – –
Cohen & Steers
171
Cohen & Steers
New York
$222K – – –
KFS
172
Kaizen Financial Strategies
California
$219K +$3.33K +3 +2%
Nuveen Asset Management
173
Nuveen Asset Management
Illinois
$215K -$227K – –
NFC
174
Northeast Financial Consultants
Connecticut
$205K – – –
SA
175
Strategic Advisors
New York
$203K +$1.11K +1 +0.6%
5 6
7
8 9